Buy-side and sell-side technology diligence delivered at deal speed: IT risk, integration cost, carve-out and TSA readiness, and post-close value creation. Built on 6+ years advising PwC, Deloitte, and Crosslake Technologies across the transaction lifecycle.
The Problem
Technology diligence done badly costs you twice: once at close, when IT risk and integration cost are mispriced into the deal, and again post-close, when the 100-day plan collides with the systems reality nobody examined.
Most providers produce inventory — application lists, contract summaries, org charts. The investment committee needs judgment: which risks are priced, which are fixable, what integration genuinely costs, and where the technology estate hides upside.
The Engagement
IT risk assessment: Architecture, security posture, technical debt, key-person dependency, vendor concentration
Integration & separation: Carve-out readiness, TSA design and exit, post-close integration cost and sequencing
Operational diligence: How well the systems actually support the business — BAS™ deployable pre-LOI or within the first 100 days
Value creation: Where the technology estate funds the thesis instead of taxing it
Typically 2–8 weeks depending on scope. Foundation: 6+ years of PE M&A transactions as advisor to PwC, Deloitte, and Crosslake Technologies, on top of 100+ enterprise systems engagements as the operator who implements what diligence reports describe.
Proof
$1.3B public merger: Complete process and ERP assessment in 2 months with a 20+ person matrix team; $2M immediate savings identified
$450M consumer products manufacturer: Pre-acquisition diligence quantified $2.8M in savings (18.9% OpEx reduction), presented to the CEO as the acquisition business case
PE-backed carve-out (with Deloitte): TMO co-management across 20+ workstreams and 5 entities; millions saved in additional fees; TSA exit kept on track
$450M life sciences manufacturer (sell-side): Pre-sale diligence across SAP ERP, laboratory systems, and FDA cGMP; $1.5M cost improvement identified
Private Equity & M&A Tech Due Diligence
Deal-speed IT diligence for PE transactions, buy-side and sell-side.
