The buy-side firm DEX wants.And the operating layer that comes with it.
DEX is building a real buy-side acquisition motion in IT and managed services. We can run that motion end to end: sourcing, diligence, and outreach, continuously. The larger opportunity is the one DEX's leadership has already started exploring with AI, an operating layer the whole organization can use, so the leverage scales past a handful of people. Less time spent moving between tools. More time on the decisions that move the business.
This isn't a slide deck. Each section below is a working mock-up of the capability itself, built to be walked through live or shared as-is.
The deal firm, running every week, not per engagement.
A broker brings a lead, someone senior works it, an LOI gets signed, then an outside firm is engaged for quality-of-earnings. It's slow, relationship-gated, and it doesn't keep pace with how fast DEX wants to grow by acquisition.
Helix runs sourcing continuously inside your buy-box, enriches each target, drafts the diligence pages a QoE firm would build, and runs the outreach cadence under PRC's identity, so the pipeline is full before anyone picks up the phone.
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- Owner
- Founder · 19 yrs
- Est. revenue
- $8–10M
- Headcount
- ~38
- Recurring %
- ~71%
- Stack
- ConnectWise / Datto
- Buy-box fit
- 86 / 100
Step 1 / 6·Define the box: describe the target profile in plain language.
Move the leverage off two people's heads.
Patrick and Steve are spending real hours hand-training Claude, re-prompting, reformatting, coaxing. Generously, that's an hour a day each: roughly $100K–$195K/yr of senior time, loaded. And when it works, the know-how lives in two heads.
Give Helix a goal and the tools, and it runs to a finished deliverable, then leaves behind a reusable workflow and an adoption dashboard. The output ships and the capability becomes the organization's, not a side project two executives carry.
Step 1 / 5·Same request, both sides: "Draft the Q3 managed-services go-to-market plan."
Ask Oscar. One source of truth. Zero clicks.
Whether you're hitting the four-hour service promise, what the toner plant has on hand, where the DEXTEK pipeline stands, what customers are saying. Each lives in a different system, or in a different person's head. To get the picture you hunt across tools or interrupt someone who has the login.
Ask in plain language, between meetings or from the car, and Oscar pulls from dispatch, the ERP, the DEXTEK PSA, and the review feeds at once and assembles the answer. Follow up, and the work actually happens: dispatch rebalances, the renewals get routed, the production order is flagged. Operators build their own daily board; leaders just ask.
you ·
Step 1 / 5·A leader just asks, out loud, between meetings or from the car.
Every integration runs the same playbook.
The acquired business gets onboarded ad hoc: HR folders handed out on day one, names mispronounced, 'we'll be open seven days eventually.' The wheels wobble because there's no repeatable integration motion, just goodwill and improvisation.
Each closed deal lands on a runbook: people & comms, systems & data, customer continuity, 30/60/90 milestones, every task owned, status visible, integration risk draining away as the checklist completes. Acquisition #4, #5, #6 inherit it automatically.
- Name pronunciations + org chart confirmed
- Welcome sequence scheduled (week 1–4, not day 1)
- Benefits & payroll mapped, no surprises
- Manager 1:1s booked with every employee
- Email & identity cutover plan
- CRM + service history migrated
- Ticketing / dispatch consolidated
- Toner & parts inventory into DEX ERP
- Top-50 accounts get a named contact
- "Nothing changes for you" notice sent
- Open tickets reassigned, none dropped
- Contract renewals calendared
- Day 30, integration review
- Day 60, cross-sell DEXTEK / managed IT
- Day 90, synergy check vs. model
Step 1 / 5·A new acquisition closes, it lands on a runbook, not in someone's inbox.
A twofer. Not two line items.
DEX is looking at bringing on a buy-side M&A firm. We can be that. But the same monthly retainer also stands up Helix across DEX: the operating cockpit, the enablement layer, the integration runbook. Our candid view is that within the term, much of the M&A motion runs on its own, so the lasting value is the operating layer that outlives any single deal cycle.
- ✓Buy-side M&A engine: sourcing, diligence prep, and outreach, running every week
- ✓Helix operating cockpit pilot: one source of truth, ask-and-see
- ✓An enablement plan that turns hands-on AI work into a company-wide capability
- ✓An integration runbook ready for the next acquisition
- ✓The deal pipeline runs without a buy-side firm in the loop
- ✓AI becomes a standard part of how teams work, not a side project
- ✓Every acquisition lands on the same playbook
- ✓DEX owns the operating layer; it doesn't leave when we do