Mergers & Acquisitions

Due Diligence

We help you validate your investment thesis, providing the industry and operational expertise required to ensure success. We will evaluate the scalability of your target, the management team, customer and revenue mix. We look at the market dynamics, competition and opportunities for growth. We empower you with the information to make the right decision to move forward or pass.

Post Transaction Integration

We work side by side with you and your newly acquired business to maximize synergies and accelerate value accretion. We support you and the management team in identifying areas for growth, savings and organizational optimization. We develop sales, marketing and operational playbooks to provide your new business with a roadmap to success.

Making the right investments - Accelerating synergies and growth.

We leverage over 75 years of experience operating, leading and growing small to enterprise size companies across the IT industry to evaluate your investment thesis and evaluate your target acquisition. We know M&A, and and have significant experience with corporate and private equity deals, we know where and what to look for, what questions to ask, and recognize value when we see it.

We support your due diligence prior to investment in the following ways:

Market strategy - identifying risk and opportunity
Customer base and channels - customer churn versus customer acquisition
Revenue & Margin - growth strategy review
Operational review - business plans and resources
Industry trends

Post-investment due diligence support:

Sales and Marketing strategy review - identifying opportunity and risk - create execution playbook
Market strategy - executing new synergies in market
Customer base and channels - customer churn versus customer acquisition

Revenue - Customer acquisition and Pricing efficiencies
Margin - SGA and COGs efficiencies
Operational review - planning, governance and execution