Everscale Group

EVERSCALE INSIGHTS · MARCH 2026 · PRIVATE EQUITY RESEARCH

Enterprise Software Portfolio Benchmark Study

Key findings on PE-backed enterprise software portfolios: offshore vs nearshore adoption patterns, using India and Mexico as global delivery benchmarks. Analysis of 1,004 companies across 20 private equity firms.

1,004

Companies reviewed across 20 private equity firms

20

PE firms specializing in enterprise software

83%

Portfolio companies with India presence

38%

Portfolio companies with Mexico presence

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Access Everscale's latest research on nearshore hiring economics, team composition, and expansion strategy in Mexico.

INSIDE THE STUDY

A portfolio-level view of offshore and nearshore adoption in enterprise software.

A portfolio-level snapshot of global delivery footprints

The study maps offshore and nearshore adoption across 1,004 PE-backed enterprise software companies, using India and Mexico as the primary delivery benchmarks.

Offshore and nearshore strategies diverge early

Scale, governance, and economics are fundamentally different between the two regions. India adoption runs at 83% across the portfolio set. Mexico adoption runs at 38% — with average headcount of 25 compared to 186 in India.

The visibility gap introduced by micro-hiring

Small Mexico footprints — often under 10 people — are systematically undercounted in portfolio reviews. This creates blind spots in value creation planning and distorts the true cost comparison.

Who it's for

Private equity firms, value creation teams, and enterprise software leadership evaluating global delivery footprints and building Mexico operations as part of a portco growth thesis.

Inside the study

A quick snapshot of portfolio footprints across India and Mexico, plus the visibility gap introduced by micro-hiring.

Companies Size Distribution
Portfolio Delivery Archetype Distribution
India vs Mexico Adoption by PE Sponsor

Why it matters

Offshore and nearshore strategies diverge early — scale, governance, and economics are fundamentally different.

Who it's for

Private equity firms, value creation teams, and enterprise software leadership evaluating global delivery footprints.

Next steps

For a portfolio-specific benchmark, contact Everscale Group Research for tailored analysis.

KEY DATA POINTS

India and Mexico footprints are not interchangeable. The data shows why.

830

Portfolio companies with active India presence

380

Portfolio companies with active Mexico presence

186

Average headcount in India per portfolio company

25

Average headcount in Mexico per portfolio company

Source: Everscale Group — Enterprise Software Portfolio Benchmark Study, March 2026

NEXT STEPS

For a portfolio-specific benchmark, contact Everscale Research.

The full study includes breakdowns by software category, PE firm archetype, and portfolio company revenue band. Contact us to discuss a tailored analysis for your portfolio.