AI AT THE PORTFOLIO LEVEL: WHAT WE HEARD AT PEI NAPA
RKON is proud to sponsor PEI’s Operating Partners Forum in Napa this year. The forum brings together vetted operating pa...
The Moment
We help PE-backed companies turn every transaction into a repeatable playbook, not a fire drill.
A deal just closed. Now the real work starts. It maybe that a deal is closing, just closed, or a portfolio company is preparing for exit. Whichever it is, technology is on the critical path of the deal thesis.
Technology decides the deal thesis.
Diligence findings become price adjustments. Integration timelines set the value creation clock. Exit readiness lives or dies on defensible posture. Security exposure spikes during every integration.
Deal fatigue is real.
The M&A team is exhausted. The operating team is stretched. The leadership team is watching. What you need is someone who has done this specific work.
You need someone who has been in this room before.
A partner who names the technology risks the deal team missed, produces a 100-day plan you can execute against, and stays through the operating years and the eventual exit.
The cost of waiting is not abstract. This is what it looks like on the ground.
The synergies quoted in the LOI depend on the technology footing.
Time-to-integration is one of the most watched PE metrics for a reason.
Every combined environment goes through a window when the posture is worse than either predecessor.
Buyers price them into the deal, and their clock has already started running.
Bringing in a partner who has done this specific work before is the fastest way to reset.
What we do about it
What we do about it, phase by phase. Wherever you are in the transaction, we can pick up the story.
Technology Due Diligence is the front door for most M&A engagements. We produce a defensible view of the technology risk and value in the deal, and a 100-day plan you can execute against.
We architect the integration or carve-out itself: the sequence, the priorities, the security posture, the operational model, the decisions that need to be made in weeks one through twelve.
We execute the integration or separation with practitioners who have done this before, so the deal team is not carrying the delivery burden and the operating team is not caught between two states of the world.
Whether we built the integrated environment or your team did, we can operate it, which gives the business steady-state stability while the deal thesis works itself out.
We keep the technology footing sharp for the next deal, the next carve-out, or the eventual exit. Every transaction gets easier because the last one was documented, defensible, and clean.
Start the conversation
M&A + Carve-outs is what Technology Due Diligence was built for. Pre-close or post-close, it names the technology risk and value in the deal in the language of enterprise value, and it produces a plan you can execute against.
Typical timeline: 4 to 6 weeks · Fixed scope · Fixed price envelope
Practitioner perspectives from the work.
RKON is proud to sponsor PEI’s Operating Partners Forum in Napa this year. The forum brings together vetted operating pa...
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Book a strategy call and we will tell you honestly what we would do first, and whether we are the right partner for it.