Provide PE sponsors and operating partners with objective technology due diligence and post-close optimization. We assess portfolio company technology environments to identify risk, synergy, and value creation opportunities.
Technology is increasingly a deal-maker or deal-breaker in private equity transactions — but most PE firms lack the internal capacity to conduct deep technology due diligence. Misread technology risk can translate directly into unexpected post-close spend, integration complexity, or cybersecurity incidents that damage value. Misread technology opportunity means leaving EBITDA improvement on the table.
My PE Technology Assessment practice provides sponsors and operating partners with the independent, expert-level technology evaluation they need — delivered on deal timelines. Whether you're evaluating a target pre-LOI, completing a 100-day post-close assessment, or looking to identify technology-driven value creation opportunities in an existing portfolio company, I bring the vendor-neutral perspective and operating experience to deliver a clear-eyed picture.
I understand how PE deals work, what boards and investment committees want to see, and how to translate technical findings into business and financial language. My assessments are designed to be decision-useful — not just thorough.
A rapid, high-level assessment designed for the pre-LOI stage: key technology risks, architecture overview, major vendor relationships, cybersecurity posture, and any material red flags that should influence deal structure or valuation.
A comprehensive post-LOI or post-close assessment covering technology architecture, infrastructure, cybersecurity, vendor contracts, IT organization, and scalability. Includes a risk register with severity ratings and estimated remediation costs.
Identify specific technology initiatives that can drive EBITDA improvement — whether through cost reduction, operational efficiency, revenue enablement, or integration synergies. Each opportunity is sized and sequenced for the investment thesis.
Synthesize findings into a roadmap and investment committee presentation that connects technology initiatives to financial outcomes. Provide ongoing advisory support as the portfolio company executes against the plan.
Pre-LOI assessments are typically delivered in 1–2 weeks. Full due diligence assessments run 3–5 weeks. Post-close roadmap development and operating advisory are structured as ongoing retainers, typically for 12–24 months aligned to the hold period.
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