Every year, our clients, representing 40% of the top 100 private equity firms, trust us to support 400 transactions annually—across software, manufacturing and distribution, healthcare, and other industries.
It’s not just our transaction advisory and M&A experience that they rely on to help them capitalize on opportunities. It’s our undeniably different approach.
Our multidisciplinary teams combine deep industry experience with technology expertise and operations know-how. We understand your industry, its operations, and the technology foundation that will drive success in the future. Our M&A diligence can help you avoid potential pitfalls. Our insights can reveal synergy and value-creation opportunities, and empower you to proceed with confidence.
Is your M&A transaction poised for undeniable results? We’ll make sure it is.
Understand your resource, operational, and technology readiness for a merger or acquisition. Evaluate the scalability of organizational assets to support a transaction.
Ensure your target has the IT foundation to support your investment thesis. We understand how to unlock the potential of technology and establish it as the enabler of a winning business. Our comprehensive IT diligence looks at:
Presence of a practical and sufficient IT project roadmap We’ll calculate a pro forma IT run rate and make recommendations to mitigate resource gaps and key person risks. We can also benchmark your data and analytics maturity, so you can understand where gaps exist in getting you the data you need to make the right business decisions.
Investments in public companies receive the same benefits from technical diligence as private transactions, with cybersecurity incidents and IT outages averaging several million dollars per incident. We’ll help you uncover risks that can materially impact valuation across the full spectrum of PIPE transactions, as well as identify possible synergy upsides for PIPEs that involve more visibility and control, such as structured senior obligations or full change of control transactions.
Assess risks and cybersecurity threats in a rapidly changing regulatory and operational environment. Today, more than 80% of the transactions we support include some form of security scope (e.g., PCI DSS, HIPAA, application security, cybersecurity, GDPR).
We assess all facets of your operations’ people and processes—from call centers, to supply chain, to back office functions. And we identify areas for consolidation or productivity improvement. In addition, we’ll look at sourcing and procurement functions for additional synergies.
Identify potential barriers to successful and swift integration, including technology and systems challenges, resources, and cultural differences.
Identify value creation opportunities to positively impact EBITDA in operations technology (OT), labor force, processes, suppliers, and other plant infrastructure and assets. We’ll also compare performance to peers, spotlight KPIs of concern, assess OT cybersecurity, and help you develop remediation plans.
Identify potential barriers to successful and swift integration, including technology and systems challenges, resources, and cultural differences. Together, we can build an effective plan to mitigate common integration risks and pitfalls.
Gauge market attractiveness and the competitive landscape, so that you can validate your investment opportunity. Our assessment identifies opportunities and risks in the market, and evaluates your target’s growth plans and underlying assumptions, as well as its ability to defend against incumbents and disruptors. We’ll also look at customers’ perceptions of products and consider their behavior in choosing them.
Assess risks, growth, and margin improvement opportunities for SaaS software and tech-enabled service businesses. We can help you create a realistic roadmap and align it with R&D investment, make important organizational and/or product leadership improvements, remediate technical debt, and address material risks and issues with product quality and scalability.
Understand the necessary steps to prepare for sale, as well as factors—such as technology environment maturity and IT gaps—that can affect the value you realize. We’ll also help you identify and capitalize on opportunities, for example by highlighting areas of strength, and creating adequate IT documentation and product roadmaps.