Technology and data due diligence for PE firms, M&A advisors, and the mid-market businesses they invest in. Practitioner depth from someone who has run the systems your target is selling, not just modeled them.
Fixed scope, fixed price, fixed timeline. We write to the LP read, not the consultant read, short, confident, and structured around the decision the deal team has to make.
A capital-grade assessment of the target's technology stack, data assets, engineering team, and the operational risks an acquirer needs to know about before close.
For the work that begins after the deal closes: planning the technology integration, retiring overlap, and standing up the data layer the new entity needs to run as one business.
Designed for a typical mid-market deal cycle. Compresses to two weeks for tight timelines; extends to six for complex multi-entity targets. Pricing fixed at engagement.
Deal context, sector and target review, data room access, management interview scheduling. Initial hypothesis.
Management interviews, system walkthroughs, data sample analysis, engineering team assessment. Risk inventory begins.
Integration cost modeling, key-person risk evaluation, deeper review on highest-impact risks, vendor and contract review.
Capital-grade written report, executive summary, deal team readout call, Q&A with management if requested.
Most tech DD providers are auditors with a checklist. We've personally run ERP cutovers, integrated post-merger entities, and held SIs accountable. The questions we ask in management meetings are the questions a buyer needs answered.
We don't compete with Bain or Alvarez. Our sweet spot is targets between $50M and $500M revenue, where the technology environment is real but reachable, and where a Big Four engagement is overkill.
The principal is on the management call, in the data room, and in the deal team readout. No partner-and-pyramid. The same person who scopes the engagement signs the report.
All engagements are confidential. The examples below are anonymized to industry and revenue band only.
Three-week sprint on a target with a heavily customized legacy ERP and a single-engineer key-person risk. Identified $2.4M of post-close integration cost the seller's CIM had understated.
Two-week buyer-readiness review ahead of a strategic auction. Cleaned up tech narrative, surfaced four pre-emptive answers to predictable buyer concerns, mapped a defensible roadmap.
Embedded program leadership across three acquired businesses on three different ERPs. Twelve-month plan to unify the operations spine without disrupting the acquired customer base.
Standardized AI readiness framework applied across eight portfolio companies. Identified the three highest-leverage AI use cases for each, plus a shared platform investment that earned its keep across four of them.
Whether the LOI is signed and you have three weeks, or the deal is hypothetical and you want a private read on the sector, the first call is free and short.