Tech M&A

Assess technology platforms, products, and applications across software architecture, technology stack, deployment models, cybersecurity, and development practices. We identify value drivers, scalability constraints, and transaction risks, and translate them into clear implications for valuation, purchase agreement, and post-deal strategy.

Typical outputs: Purchase price-relevant findings for valuation and EV-to-equity bridges, investment and remediation requirements, risk mitigation actions, SPA input, growth levers, and technology-driven value creation opportunities.

Typical scope example: Software architecture and technology stack, hosting and deployment, development teams and processes, cybersecurity, product roadmap and backlog, technology-related financials, and AI capabilities and opportunities.

Evaluate IT operations, infrastructure, applications, vendors, and cost structures to support purchase price adjustments, purchase agreement, and forward-looking CapEx and OpEx assumptions, covering both risks and upside opportunities.

Typical outputs: Normalized IT cost base, valuation-relevant findings for EV-to-equity bridges, future IT investment needs, post-deal cost optimization opportunities, and IT-enabled growth capabilities.

Typical scope example: Application landscape, IT infrastructure and assets, IT organization and services, vendors and contracts, data landscape, IT financials, cybersecurity, and AI capabilities and opportunities.

Identify cybersecurity risks, control gaps, and regulatory exposures that may impact deal value, purchase agreement negotiations, W&I insurance, and remediation priorities.

Typical outputs: Cyber risk profile, deal-relevant findings for SPA and W&I, purchase price implications, and a prioritized remediation roadmap.

Typical scope example: Identity and access management, endpoint and network security, security policies, business continuity and disaster recovery, data protection, SOC/NOC setup, compliance requirements, intrusion detection, traffic monitoring, and backups.

Perform an in-depth assessment of the target's software assets and engineering capabilities, focusing on code quality, architecture, scalability, and long-term maintainability. Our Software DD provides a fact-based view on whether the software can support the investment thesis, future growth ambitions, and operational stability.

Typical outputs: Assessment of software quality and scalability, development maturity, remediation and investment requirements, key technical risks impacting valuation, and software-driven value creation opportunities.

Typical scope example: Software architecture and design, source code quality and structure, development lifecycle and practices, development team capabilities, use of open-source software, hosting and deployment setup, scalability and performance considerations, maintainability, and technical debt.

Assess the IT and technology carve-out complexity and standalone readiness of a business being separated from a larger group. Our Carve-out DD identifies separation risks, cost implications, and execution challenges early, providing a clear view of feasibility, timelines, and value impact.

Typical outputs: Standalone feasibility assessment, TSA scope and cost implications, carve-out complexity drivers, separation and standalone cost estimates, execution risks, and high-level Day-1 and TOM considerations.

Typical scope example: Shared applications and infrastructure, data and system dependencies, IT assets and contracts, vendor and licensing constraints, IT organization and services, separation approach options, TSA requirements, business continuity risks, and standalone IT cost assumptions.

Plan and execute IT integrations and carve-outs with a focus on Day-1 readiness, TSA management, data and system separation, business continuity, and speed-to-synergy.

Support sell-side transactions through vendor due diligence, vendor assistance, and technology factbooks, providing credible, buyer-ready insights into technology and IT. Our work helps sellers take control of the technology narrative, anticipate buyer questions, and reduce execution risk in competitive and time-critical sale processes.

We focus on presenting technology and IT topics clearly, balanced, and in a deal-relevant manner, aligned with buyer expectations and investment considerations. This includes addressing risks proactively, substantiating cost and investment assumptions, and clearly articulating value drivers and growth enablers.

Typical outputs: Vendor Technology and IT DD reports, technology and IT factbooks, Q&A support during buyer diligence, input to the Information Memorandum (IM), structured IT & Tech Vendor Assistance throughout the process, and other transaction-ready documentation and analyses supporting an efficient sale process.

Plan and execute IT integrations and carve-outs with a strong focus on execution certainty, Day-1 readiness, and value preservation. We support clients in translating transaction strategy into pragmatic IT delivery under tight timelines and complex dependency structures.

Our approach covers the full journey from pre-close planning to post-close stabilization, addressing TSA design and exit, data and system separation or integration, infrastructure and application changes, and business continuity. We help manage transaction risks, control costs, and enable speed-to-synergy while establishing a scalable and future-ready IT setup.

Typical outputs: IT integration or separation roadmaps, Day-1 and Day-100 execution plans, TSA scopes and exit frameworks, IT cost bridges and separation cost estimates, risk mitigation and dependency management plans, detailed project planning, and target operating models supporting the future state.