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Microservices vs. Monolith: M&A Implications of Architecture Choices

Neither microservices nor monolith is inherently better. What matters is whether the architecture is appropriate for the business and supports the investment thesis. Here's how to assess architecture in M&A context.

Architecture Assessment Framework

Appropriateness

  • Does the architecture match the team size and capability?
  • Does it support the current scale and projected growth?
  • Is the complexity justified by the benefits?

Execution Quality

  • If microservices, are service boundaries well-defined?
  • If monolith, is it well-structured or a "big ball of mud"?
  • Is the implementation consistent with the design?

Monolith Considerations

Advantages

  • Simpler to develop, deploy, and operate
  • Easier to understand and debug
  • Lower infrastructure complexity
  • Appropriate for smaller teams

Concerns

  • Scaling requires scaling everything
  • Deployment couples all changes together
  • Technology choices are system-wide
  • Can become unwieldy at scale

Microservices Considerations

Advantages

  • Independent scaling of components
  • Independent deployment of services
  • Technology flexibility per service
  • Team autonomy and parallel development

Concerns

  • Operational complexity
  • Network reliability and latency
  • Distributed system debugging
  • Requires sophisticated tooling and practices

M&A Architecture Red Flags

  • Premature microservices: 3-person team with 20 services = unnecessary complexity
  • Distributed monolith: Microservices that must be deployed together aren't micro
  • Big ball of mud: Monolith with no structure or boundaries
  • Architecture astronauts: Over-engineered systems that don't match business needs

Integration Implications

Architecture affects integration planning:

Monolith Integration

  • Usually all-or-nothing migration
  • May need to run in parallel during transition
  • Data extraction can be complex

Microservices Integration

  • Can migrate services incrementally
  • Service replacement vs. integration options
  • More flexibility but more complexity
Key Takeaway: Assess architecture for appropriateness and execution quality, not adherence to trends. A well-executed monolith may be more valuable than poorly-executed microservices. Consider how architecture affects your integration plans and growth thesis.

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