Private equity
IT that keeps up with the deal: diligence, Day 1, integration and separation.
Deals move faster than IT. Diligence misses the technical debt, Day 1 arrives before the tenant plan, and every portfolio company runs security differently. We give investors and operating partners engineering answers on the deal timetable, and a repeatable way to integrate, separate and secure portfolio companies.
See M&A IT planning
Where we help
- IT due diligence: infrastructure, security, Microsoft 365, licensing, key-person risk and the cost to fix what is found
- Day 1 plans: what has to work on completion, and what continues under a transitional services agreement
- Day 100 plans: the integration or separation program, sequenced and costed
- Acquisition integration: tenant-to-tenant migration, identity, devices, networks and applications brought together
- Divestiture separation: carve-outs to a new tenant and infrastructure, and a clean TSA exit
- Portfolio security baselines: one standard for identity, devices, backups and monitoring, applied across companies
Diligence that prices the risk
Technical findings are only useful to a deal team if they come with a cost and a timeline. Each diligence finding states its impact on the business, the effort and range of cost to fix it, and whether it needs to be fixed before completion, by Day 100 or later.
A repeatable integration runbook
For buy-and-build strategies, each integration should be faster than the last. We turn the first integration into a documented runbook, scripted where possible, so later acquisitions follow a known path.
Portfolio-wide security
A breach at one portfolio company is a problem for the fund. We set a common baseline, including MFA, Conditional Access, Defender, backups and monitoring, assess each company against it, and report progress to the operating partners in one format.
Questions buyers ask
How quickly can you do IT due diligence?
Diligence is scoped to the deal timetable. A focused review of infrastructure, security and Microsoft 365 can run within a typical exclusivity period, working from the data room and management interviews.
Do you work for the fund or the portfolio company?
Either. Diligence and portfolio reporting usually work for the fund, and integration or separation work for the company.
Can you run IT for portfolio companies afterwards?
Yes. Portfolio companies can take Managed Microsoft 365 and security, Managed infrastructure or full Managed Engineering, with a common report across the portfolio.
Do you cover application and ERP integration?
We cover the infrastructure, identity and Microsoft 365 side, and coordinate with the application and ERP partners on dependencies and dates.
What does a Day 1 plan include?
Access, email and collaboration between the businesses, security checks before trust is extended, communications, and the services that continue under a TSA.
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