MARBER SECURITY

Private Equity & Portfolio Companies

Security diligence before close. Leadership from Day 1. A defensible program at exit.

Security across the investment lifecycle

01

Pre-close diligence

We assess the target's security posture before the deal closes: governance, architecture, compliance obligations, and material risks. We have no interest in the deal closing. Our report reflects what we find.

02

Day 1 leadership

When the deal closes, we are ready. We step into the security leadership role immediately: assessing the team, establishing operating cadence, and beginning the work of building a defensible program.

03

Program build

We design and build the information security program: governance, policies, controls, vendor relationships, and compliance posture. We build to a standard that will hold up at exit.

04

Operating partner support

We serve as the security executive the operating partners can call, across the portfolio, across the hold period. One consistent standard. One executive accountable.

05

Exit readiness

We prepare the security program for buyer diligence: documentation, compliance evidence, and a clear narrative of the program's maturity. We have done this before. We know what buyers look for.

How we work with operating partners

  • We engage directly with the operating partner and the portfolio company CEO, not through layers of intermediaries
  • We carry the accountability for security at the portfolio company level
  • We provide a consistent security standard across the portfolio: one framework, one set of expectations, one executive
  • We report to the board and the audit committee on security posture and material risks
  • We are independent of technology vendors and implementation firms. Our only interest is the portfolio's security

A REPRESENTATIVE ENGAGEMENT

A private-equity-backed financial services company, newly formed and operating under state regulatory supervision, needed a security executive before it had a security team. Marber served as Interim CISO for approximately one year, designing the information security program from inception, achieving regulatory readiness, leading vendors and early hires, and reporting to the board, then transitioned the function to a permanent, full-time CISO.

Marber Security does not disclose client identities. Engagement details are described without identifying information.

Frequently asked questions

At what stage of the deal process should we engage Marber Security?

Ideally, before the deal closes. Pre-close diligence gives you a clear view of the target's security posture and material risks before you own them. If the deal has already closed, we can engage immediately. Day 1 leadership is one of our most common mandates.

How does portfolio-level security leadership work across multiple companies?

We establish a consistent security standard across the portfolio: one framework, one set of expectations, one executive the operating partners can call. Each portfolio company has its own security program, but they are built to a common standard that makes cross-portfolio reporting and exit diligence straightforward.

What does exit readiness look like from a security perspective?

Buyers conduct security diligence. They look for documented policies, evidence of compliance, a clear governance structure, and a program that can be explained and defended. We build programs with exit in mind from Day 1, so when the time comes, the documentation exists and the narrative is clear.

Begin with a confidential conversation.

Tell us the decision in front of you. We will tell you honestly whether we are the right firm to help make it.