Technology Diligence 

Our technology diligence services are tailored for Private Equity firms seeking a comprehensive evaluation of potential acquisitions. We provide an in-depth analysis of IT infrastructure, software, security, and operational processes to identify risks and growth opportunities. Our deep understanding of midmarket challenges allow us to deliver insights that go beyond boilerplate reports, providing real value.

Our Proven Approach

Our proven approach, honed through years of experience working on both sides of the table in Private Equity, ensures that every aspect of the target company’s technology landscape is meticulously evaluated to support informed investment decisions and mitigate risk. Unlike larger firms that deliver generic reports, we tailor our analysis specifically to your investment thesis, giving you actionable recommendations to drive value.

  • Client provides us with access to the seller's Confidential Information Memorandum (CIM), management presentations, virtual data room, and any other relevant materials. This foundational information allows us to begin our thorough analysis of the target company’s technology landscape. 

  • We lead a discovery call with our client's deal team to understand their investment thesis, value creation plans, expected hold period, exit strategy, and any sensitive subjects related to the transaction. This ensures that our diligence is aligned with your strategic objectives, something larger firms often overlook.

  • We develop and deliver a custom questionnaire for the seller to complete, often engaging in an email-based iteration process to clarify requests. We then lead live interviews with the seller's management team to gain deeper insights. Follow-up questions are addressed via email or additional interview calls, ensuring comprehensive coverage of all relevant areas.

     

  • We don’t deliver generic reports. Our draft report is followed by a readout call where we present preliminary findings and gather feedback. The final report, shaped around your specific investment thesis, provides actionable recommendations tailored to your strategy, not just a list of risks.

  • After the transaction closes, we offer continued advisory services to ensure a smooth transition and integration. This includes helping to implement our recommendations, addressing any emerging issues, and optimizing the technology environment to maximize value creation. Bigger firms often leave you with just a report, but we stay involved to ensure success.

Why Choose Us?

While bigger firms rely on junior consultants to handle diligence, we bring seasoned experts with decades of global IT leadership experience. Our team applies a benchmarking approach across a range of industries, enabling us to identify risks and value creation opportunities that less-experienced advisors might miss. By comparing the target company’s technology landscape against industry best practices, we provide a nuanced evaluation that goes beyond standard assessments.

Direct, Benchmarking Expertise

 

Tailored, Actionable Reports

Unlike larger firms that provide templated, boilerplate reports, our diligence is customized to the specific deal. We ask the critical questions that others don’t, and our reports are built around your investment thesis, offering clear and nuanced action plans to drive growth.

Real Recommendations, Not Red Flags

Bigger firms often leave you with vague findings and little guidance on how to proceed. Our reports not only identify risks but also provide actionable recommendations to convert those risks into opportunities, ensuring you’re ready to execute and create value post-close.

Ready to ensure your next investment is built on a solid technological foundation?

Schedule a call with us today to learn more about our Technology Diligence services and how we can help you achieve your investment goals.