Technology Due Diligence
Pre-close, post-close, or pre-exit. The most-used engagement in the PE practice.
INDUSTRY PRACTICE
Working with Private Equity for over twenty-five years.
Every PE transaction is a technology decision, whether the deal team saw it that way or not. Diligence findings become price adjustments. Integration clocks set the value creation timeline. Exit readiness lives or dies on defensible posture. We have been in the room for 150 plus transactions and the operating years between them.
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PE transactions supported
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Years serving
PE-backed and mid-market
0 -6
Weeks
Technology Due Diligence to a 100-day plan
The PE deal lifecycle
Most PE-focused technology firms are strong at one moment in the deal lifecycle: diligence, integration, or operations. We work across all four. Same team. Same practitioner community. One relationship that follows the portfolio company from pre-close through exit.
The deal is on the table. You need a defensible view of technology risk and value in time to shape the deal, not report on it. Our Technology Due Diligence produces findings, prioritized recommendations, and a sequenced 100-day plan in four to six weeks.
The acquisition landed. The first 100 days determine whether the deal thesis holds. We execute the integration or carve-out plan we recommended, coordinating workstreams, dependencies, and providers so the operating team is not carrying the delivery burden.
The portfolio company is running. Cloud costs need rebalancing. Identity needs modernizing. Security posture needs to hold under audits and insurance renewals. Our four advisory engagements plus Managed Services and The Security Leadership Program cover the operating years with practitioner discipline.
The exit is six to eighteen months out. Buyers will run diligence against you. Our sell-side Technology Due Diligence finds what a buyer will find first, and produces the remediation plan to close the highest-severity findings before the other side of the table starts asking.
Most PE engagements begin as a single deal. Many grow into portfolio-wide relationships once the sponsor sees what one accountable partner can do across multiple companies. Consistent diligence. Shared benchmarking. Board reporting the sponsor can compare deal to deal. A named senior practitioner your operating partners already trust.
We work equally well at the deal level (one transaction, one portfolio company) and at the sponsor level (one master relationship, multiple portfolio companies, portfolio-wide pricing constructs where they make sense).
When the exit comes, we are still in the room. That is what “practitioner-led, built to stay” actually looks like across a hold period.
Pre-close, post-close, or pre-exit. The most-used engagement in the PE practice.
Portfolio companies with cloud cost pressure, hybrid drift, or a rebalance opportunity during the value creation window.
Portfolio companies preparing for AI, modernization, or Zero Trust programs where identity is the honest starting point.
Portfolio companies without a full-time CISO, or sponsors seeking portfolio-wide security leadership under one relationship.
A PE sponsor with four operating companies at similar security maturity, none with a full-time CISO. One Security Leadership Program provided named senior practitioner leadership across all four, with shared benchmarking, sponsor-level quarterly reporting, and consistent posture across the portfolio.
A mid-market wholesale distribution acquisition where the deal thesis rested on operational scaling. Our diligence surfaced ERP integration risk that the deal team priced into the offer. Post-close, we executed the integration plan we had recommended.
A sponsor engaged RKON across three consecutive acquisitions over four years. Every deal used Technology Due Diligence as the entry point; two proceeded to full integration engagements and long-term Managed Services.
Most mid-market PE transactions touch Microsoft, and most post-close integrations run through Azure landing zones, Microsoft Security, and Microsoft 365. We are a Microsoft co-sell partner with certified engineers across the platform.
These are common questions that come up in almost every first conversation. If yours is not here, we will answer it live.
Both. Some of our best relationships are portfolio-wide sponsor engagements. Others are direct portfolio company relationships.
Yes, and this is often how our best relationships mature.
When they make sense, yes. Book a strategy call and we will scope the right shape.
Our diligence is led by former CIOs, CTOs, and security practitioners who can execute what they recommend. Big 4 diligences generally hand the report to another integrator; we stay.
Common, and we work around it professionally.