ADVISORY ENGAGEMENT

Run due diligence before someone else runs it against you.

Technology Due Diligence for PE-backed mid-market transactions.

A deal is on the table. The clock is running. You need a defensible view of the technology risk and value in the target, and you need it in time to shape the deal, not just report on it. Our four to six week engagement produces the findings, the prioritized recommendations, and the sequenced 100-day plan the deal team and the operating team can execute against.

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How the engagement works

Four to six weeks,
Fixed scope, fixed price envelope.

Every Technology Due Diligence follows the same shape: scope quickly, gather what exists, assess across five domains, deliver findings and a plan. Repeatable enough to be predictable. Flexible enough to serve the specific deal.

01

SCOPE

A 30-minute scoping call. We confirm deal fit, timeline, and target access. You leave with a fixed price envelope and a start date. No surprises later.

02

DATA REQUEST

We send a targeted data request calibrated to the target and the moment (pre-close, post-close, or pre-exit). Your team responds. We work from what exists.

03

DILIGENCE

Practitioner-led interviews with target leadership, review of the data room, and assessment across five domains: IT Strategy and Governance, Applications and Business Process, Infrastructure and Operations, Information Security and Compliance, and IT organization and staffing.

04

REPORT

You receive findings by domain, prioritized recommendations with materiality flags, evidence quality tiering so you know how confident to be in each finding, and a sequenced 100-day plan the operating team can execute against.

ALSO RIGHT FOR

Pre-close

Deal is on the table. You need a defensible view of technology risk and value, in time to shape the deal.

Post-close (100-day)

Acquisition landed. You need the first-30-days priorities named, the integration architecture designed, and the 100-day plan executed against.

Pre-exit (sell side)

Portfolio company is being prepared for sale, investment, or refinance. You want to find what a buyer will find, first, and remediate what will otherwise cost you at the table.

Technology Due Diligence Practitioners

Diligence led by practitioners, not report writers.

Our Technology Due Diligence engagements are led by former CIOs, CTOs, and security practitioners who have spent careers doing the work they now assess. We can tell the difference between a technology risk that will show up post-close and one that reads well on paper. And when the diligence ends, we can design, build, manage, and accelerate what we recommended. The plan does not sit in a drawer.

That is the honest difference against Big 4 diligence. They hand you a report and hand the execution to someone else. We hand you a report, and we can execute it too, if that is what you decide you want.

Meet the practice

Investment and outcomes

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Private Equity

Transactions supported

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Years serving

Mid-market technology, security, and cloud

$ 0 K-$55K

Investment

4 to 6 weeks

Customer Stories

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Depth where PE transactions actually happen

Most mid-market technology diligences touch Microsoft, and most post-close integrations run through Azure landing zones, Microsoft security, and modern workplace stacks. We are a Microsoft co-sell partner with certified engineers across the platform. 

Three Coworkers Computer Code
We work equally deeply with Microsoft, AWS, Google, Netskope, and the broader security ISV ecosystem.

Frequently Asked Questions