Our Managed Data Service helps midmarket companies maximize valuation during the Acquisition., 1st 100 Days., Holding Period., Exit.

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Rapid Reporting

Address Urgent Needs

Start the 1st 100 Days by aligning the team around an OKR dashboard that operationalizes the value creation plan. Quickly automate Finance, Operations, and Sales dashboards to create a culture of accountability.
First 100 Days

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Comprehensive Development

Execute to Plan and Maximize Returns

Accelerate growth and increase margins throughout the holding period. A state-of-the-art BI system gives you oversight and control while monetizing your data as a managed asset and add-back investment. At sale, a comprehensive dashboard system demonstrates mastery of the business.
Holding Period & Exit

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Consultation, Training, and Support

Fractional Data Team

Blue Margin is a fractional data team offering master data strategy consultation and execution, but we'll also equip your team to take ownership with best-practice data engineering and visualization


Effective data management increases value and mitigates risk at every stage of the investment lifecycle, from diligence to liquidity.


Poor visibility is at the root of most (if not all) business issues. BI dashboards are the fastest, most effective way to put value creation plans into action.  Our process increases visibility to give executives oversight and control, and to align the organization on highest-value priorities.

Through our subscription Managed Data Service, we provide a fractional team of experts to build and manage your data platform, advise you on your data strategy, and build BI reports that evolve as your company grows.

Our team of consultants are Microsoft Gold Partners at the forefront of data engineering and dashboard design on Power BI and Azure.

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

We're a Microsoft Gold Partner


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