Chicago, IL — October 6, 2026 — Virtas Partners, the premier Office of the CFO Advisory firm serving the middle market, and CoreHelix, a technology and AI firm focused on process improvement and implementation, today announced a strategic alliance.
The two firms will work together to help private equity sponsors, their portfolio companies and other middle-market businesses identify where technology can have the greatest impact and turn those opportunities into practical solutions.
Combining business expertise with technology execution
Many middle-market companies are already experimenting with AI and automation. Far fewer have a clear answer on where to invest, what return to expect, and how to turn a promising idea into measurable value. For private equity owners working within a defined hold period, getting those decisions right early matters.
Virtas brings extensive experience across the Office of the CFO, M&A, finance transformation, integration and separation, performance improvement and value creation. CoreHelix brings business process, technology architecture, AI, automation and implementation capabilities.
Together, the firms will help clients identify and prioritize opportunities, improve underlying processes where needed, and design and implement solutions that fit the way the business operates.
The alliance extends beyond finance, with opportunities across operations, supply chain and commercial functions.
Starting with the business problem
Each engagement starts with the business problem.
Virtas and CoreHelix will work with clients to understand where processes create friction, where teams lack the information they need, and where manual work or disconnected systems are slowing the business down.
From there, the firms will determine where technology can make a meaningful difference, prioritize the opportunities with the clearest path to value, and bring the right mix of business and technology expertise to implementation.
“Companies don’t need AI for the sake of AI. They need better ways to solve business problems and improve performance,” said Nikhil Puri, CCO of CoreHelix. “What makes this alliance compelling is that our capabilities are highly complementary. Virtas brings deep financial and value creation expertise, while CoreHelix brings the technology and implementation capabilities to turn those opportunities into working solutions. Together, we can help clients move from identifying where technology can make a difference to actually putting it to work.”
“Our middle market PE clients are focused on value creation and want solutions that drive enterprise impact with real results and will actually pay off quickly,” said Brian Heckler, Head of Strategy, Development and AI Enablement of Virtas Partners. “CoreHelix adds technology and implementation depth to our PE-focused, middle market transactional and value creation expertise. Together, we can help funds and their portfolio companies identify the opportunities that really matter for EBITDA growth, make informed investment decisions, and get impactful solutions up and running quickly.”
The alliance expands the capabilities both firms can bring to clients while allowing each organization to remain focused on its core strengths.
About Virtas Partners
Virtas is the premier Office of the CFO advisory firm serving the Middle Market, bringing solutions to its clients across the business lifecycle. Founded in 2017, Virtas serves both private equity and corporates through M&A enablement and complex business transformations including acquisitions, divestitures, finance transitions, accounting implementations and value creation leveraging automation and AI‑enabled analytics where they materially improve speed, accuracy, and decision quality.
About CoreHelix
CoreHelix is a business transformation and technology firm that helps organizations solve business problems through process improvement, automation and AI.
The firm works across finance, operations, supply chain and commercial functions, supporting clients from opportunity assessment and solution design through implementation and managed services.