Leverage Your Data,

Lead Your Market  


A Data Management Solution Tailored to Midmarket Portfolio Companies


Blue Margin is private equity’s trusted partner for emerging data analytics and generative AI technology.

Our expertise in data management allows you to focus on value creation and maximizing returns. 


In the competitive midmarket, strategic data management is the foundation for competitive advantage.



Blue Margin helps you transform data from a byproduct of business operations into a valuable asset that drives decision-making, operational efficiency, and buy-and-build growth.

Using Microsoft Azure, we build and manage your data platform, advise you on your data strategy, and provide a flexible, fractional BI team to build reports that evolve as your company grows.

Our Managed Data Service is designed to help midmarket portfolio companies that don't have the internal data capabilities they need to execute their value creation initiatives, capitalize on emerging AI technology, and reliably increase valuation. 


Learn More About Managed Data Service

Our Managed Data Service is Key to Predictable Value Creation

As a Microsoft Partner, we use Microsoft Azure to deploy state-of-the-art data platforms built to meet the needs and goals of operating partners and portfolio executives. 
A scalable data platform paired with our Managed Data Service provides the foundation for:
  • Company-wide alignment to the value creation plan (VCP) through data-driven operations, ensuring everyone is working towards the same goals.

  • Portfolio-wide reporting, providing a unified view of your portfolio's performance. 

  • Generative AI analytics, unlocking new insights and opportunities for growth.


Managed Data Service provides the foundation for VCP Alignment, Portfolio-wide Reporting, AI Analytics


American Securities has worked on a number of diverse data projects with Blue Margin, both at the PE firm level as well as in portfolio companies. Blue Margin brings a significant amount of technical and business expertise to every project. we look to build true partnerships with a small number of consulting firms, and Blue Margin is firmly on that team.

Grant Sheatsley | Senior Vice President, American Securities

Blue Margin's Managed Data Service


We consolidate company data sources into an Azure data lakehouse, monitor and manage automatic updates, and provide ongoing data engineering for modeling and reporting. This allows you to focus on running your business, while we handle the complexities of data management.

We have expertise across all verticals, but especially within manufacturing, distribution, commercial services, SaaS, healthcare, and legal services industries.


Schedule a Consultation      See Our Pricing

The Blue Margin team is highly professional and are experts at helping companies use data to improve operations and drive growth. We recommend them without hesitation.


Ron Auletta | Operating Partner, IGP Equity

Trusted by 300+ of the most progressive companies and private equity firms

Industrial Growth Partners One Rock American Securities Slate Capital Almo - Distribution ALN Medical Management - Private Healthcare AppRiver - Cybersecurity Avesis - Private Healthcare Barton - Manufacturing BillingTree - SaaS BlueSprig - Private Healthcare Canadian Mental Health Assoc - Private Healthcare Colorado State University CoolSys - Commercial Services Duckhorn Vineyards Easterseals - Private Healthcare Education Dev Center Elgin Fastener Group - Manufacturing Envirovac - Commercial Services FDH Fastener Distribution Fitbit Generali Grammys Inviragen - Private Healthcare Liquid Environmental Solutions - Commercial Services Meridian - Private Healthcare Mid-Atlantic Dental - Private Healthcare Mingle Analytics Nalco - Commercial Services Nexus Brands NuMotion - Distribution Otter Products Patton Logistics - Distribution Progressive Components - Manufacturing and Distribution Revolution Dancewear Safebuilt Slate Capital Group-1 Smart Care Equipment Solutions - Commercial Services Terra Millennium - Industrial Services TopSot Van Pool Transportation

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