Companies preparing for mergers or acquisitions often overlook information technology (IT) and operational factors. These elements are among the most common reasons transactions fail to achieve the objectives set forth in an investment thesis.
West Monroe Partners’ IT and operational due diligence consultants can help. Through our work on over 500 transactions, we are a recognized leader in IT and operational diligence in the private equity market.
West Monroe Partners supports you before the transaction.
Traditionally, acquisition due diligence has focused on financial valuation, legal matters, and risk management. But as businesses have become more reliant on IT to improve the customer experience, drive data analytics, contain costs, ensure compliance, and measure performance, IT due diligence has become increasingly critical.
Understanding IT maturity and its ability to support the investment thesis is critical to success and long-term value creation. Strategic and financial buyers alike seek out our proprietary methodology for:
We help you make sure planned synergies live up to expectations.
Integrating data, systems, and processes while maintaining a business-as-usual environment is difficult and distracting.
Moving beyond complex transition issues requires a well-designed plan and the ability to execute—quickly and flawlessly. We do this every day and can help you minimize the risks, accelerate the transition timeline, and capture synergy value expected from the transaction sooner.
You count on your portfolio investments to generate growth and profitability as well as deliver on your investment thesis. To do this effectively, your company must maintain a delicate balance between immediate priorities, operational improvement, and long-term vision. This can be a real challenge for most middle-market organizations. West Monroe Partners’ business acumen, technical expertise, and understanding of key performance metrics can help your organization answer yes to the following questions:
Your investments will not deliver shareholder value through financial engineering alone.
They require consistent execution and the ability to capitalize on opportunities available by transforming technology and operations. Your portfolio companies must be able to identify and execute the right projects, as well as measure and report on effective operational metrics to guide future decision-making.
Our Private Equity practice applies industry, operational, and technology expertise and experience to help your portfolio companies deliver on your investment thesis.
Our proven methodology supports transactions from the initial due diligence and post-close integration through portfolio management. Our experience enables us to work with portfolio companies to: