Merger Integration, Carveouts and IT Due Diligence

bold & digital

IT is typically one of the hardest, riskiest, and most expensive activities in mergers and carveouts. Our Strategic IT practice supports IT due diligence, planning and execution in company mergers and carve out transactions. We support these activities from both a buy side and sell side perspective. And we support pre-signing, pre-closing and post-close activities.

Our Service Offerings

IT Due Diligence
Our goal is to understand and quantify risks whenever possible, identifying potential mitigation strategies, understanding and qualifying opportunities and threats and defining strengths and weaknesses of M&A targets. This includes keep-the-lights-on assessments, IP assessment and valuation, and organizational and technical sophistication. It also includes technical debt assessments and cost to modernize when needed by the prospective buyer.

Merger Integration
We focus on analyzing the target company systems and planning integration into the buyer’s IT environment while ensuring that day 1 needs are met. IT should be able to support ongoing business needs while accommodating integration needs. Key phases addressed include pre-signing, pre-close planning and Day 1 preparation and post-close execution.

Sell Side Carve Out
We plan and execute the disentanglement of the target entity’s IT applications, infrastructure, data, and organization while ensuring that the legacy organization continues to support business as usual. We also help the seller develop cost-effective, non-dilutive TSA’s. Key phases addressed include Pre-offer, pre-signing, pre-close planning, TSA stand-up, Day 1 preparation, and post-close execution (when needed).

Buy Side Carve Out
Our services prior to closing consist of helping the buyer negotiate IT-related TSAs, plan and conduct pre-close readiness and manage the myriad IT standup activities. In cases where the sold entity will operate stand-alone, we also help design the transition plans from TSA to end-state readiness, conduct vendor selection and, if needed, oversee implementation. When the acquired entity is being merged into another entity, we will help in IT merger integration planning and execution.

Industry IT Expertise
Our Strategic IT team has deep industry expertise to complement our technology skills. Our professionals have executive level IT and industry expertise. Working side-by-side with management, boards of directors and investors, we help align IT initiatives with critical priorities, striking a balance between short-term and long-term goals. Our approach is to leverage our industry strength and IT expertise. Our Strategic IT professionals understand our clients’ challenges, opportunities and competitive landscapes.

reliable & bold

IT Systems Assessment

What application systems are installed, and what shape are they in? Are they suitable for a company of this size, in this industry? If they are packaged systems, how well are they supported by existing staff or vendors? Are users satisfied?

IT Infrastructure Assessment

What IT hardware or lease obligations are on the books? What network infrastructure is in place? Who are the service providers? What problems or issues are there? Are there any issues with software license transfer when corporate ownership changes? What is the market or liquidation value of certain equipment?

IT Organizational Assessment

What is the size and skill level of the existing IT staff? How does IT headcount and staff mix compare to others in this industry?

IT Process Evaluation

What are the current processes for applications development, IT operations, disaster recovery, IT security, and cost management? What IT management best practices should be implemented?

Why companies choose us

Niche expertise

We’re consulting specialists rather than generalists, focusing our strengths to do a highly effective job for a very specific group of clients.

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Flexibility to serve you better

We employ a small core staff of senior-level consultants, and draw from our pool of subject matter experts when their expertise can help us serve you better.

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Personal service from senior-level consultants

You appreciate it when deadlines are met, phone calls are returned and your challenges are given in-depth, out-of-the-box thinking.

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