The technology story is the deal story.

In most deals, technology is treated as a check-the-box diligence exercise. A generic IT assessment from a large firm. A spreadsheet of systems. An estimate of integration cost that's nearly always wrong. The real risks, technical debt, integration complexity, cybersecurity exposure, clinical or operational workflow dependencies, don't surface until after the close.

Then integration starts. And the assumptions from diligence start to crack. Day-one integration tasks slip. Synergy estimates erode. The CIO of the acquired company leaves, taking institutional knowledge with them. Six months in, the integration is behind schedule and the board is asking why.

M&A & Technology Integration is the service line that makes the technology story honest. Before the deal, we bring the operator's eye to diligence, surfacing the risks that a spreadsheet review can't see. After the deal, we help execute the integration, from day-one readiness through post-close stabilization.

Specific work, specifically named.

These are the concrete engagements we run within M&A & Technology Integration. Most engagements touch several of these. Some engagements focus on one deeply. We shape the work to the problem.

01
Buy-Side Technical Due Diligence
Technology diligence from an operator's perspective, not a generic IT checklist. Infrastructure condition, technical debt, cybersecurity posture, operational risk, and realistic integration cost estimation.
02
Sell-Side Technology Preparation
For companies preparing for sale: technology story articulation, documentation hardening, defensible system inventories, and pre-diligence risk remediation to protect valuation.
03
Pre-Close Integration Planning
Integration architecture design, Day One technology plan, system and data dependency mapping, carve-out and TSA scoping, and integration risk register.
04
Day-One Readiness
Operational readiness for close. Employee access, email, network connectivity, critical system continuity, vendor and contract transition, and Day One incident command.
05
Post-Close Integration Execution
Execution of the integration plan. System consolidation, platform harmonization, cybersecurity unification, cultural integration support, and synergy realization tracking.
06
Portfolio Technology Strategy
For private equity and strategic acquirers with multiple portfolio companies: shared services design, cross-portfolio technology strategy, standardized operating models, and best-practice diffusion.

How this service typically runs.

Every engagement is scoped to the specific problem, but most M&A & Technology Integration work takes one of these two shapes. Use the framings below as a starting point, then we tailor from there.

Advisory Engagement
Technical Due Diligence
Rapid, operator-led diligence during deal cycle. Typically 2 to 4 weeks. Delivers a candid assessment of target technology risk, realistic integration cost estimates, and post-close priorities. Best for acquirers and private equity sponsors.
DURATION · 2–4 WEEKS
OUTPUT · DILIGENCE REPORT + RISKS
TEAM · SENIOR DILIGENCE LEAD
Delivery Engagement
Integration Program Leadership
We lead the integration. Pre-close planning through post-close execution and stabilization. Typical engagements run 6 to 24 months. Best for acquirers who need experienced technology integration leadership and don't have it in-house.
DURATION · 6–24 MONTHS
OUTPUT · INTEGRATED TECHNOLOGY ESTATE
TEAM · PRINCIPAL + INTEGRATION PARTNERS
Explore the other service lines
Service 01
Technology Modernization
Service 02
Cyber Resilience & Governance
Service 04
Fractional Leadership

Ready to talk about your problem?

Most good engagements start with a thirty-minute call. No slides, no pitch, just a conversation about what you're trying to solve.

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