Professional Services
Technical Due Diligence
Consulting firms, legal practices, and professional services companies acquiring technology capabilities need assessment that understands service delivery platforms, client data protection, and talent-technology integration.
Technology Assessment for Professional Services M&A
Professional services firms are increasingly technology-enabled. From AI-powered analytics platforms to client collaboration tools, technology differentiates leading firms. When acquiring technology capabilities or technology-enabled service providers, understanding the technology is critical to realizing deal value.
Professional Services Focus
Professional Services Sub-Sectors
We serve technology due diligence needs across professional services:
Management Consulting
Strategy firms acquiring technology and analytics capabilities to enhance client delivery
Technology Services
IT consulting and systems integrators expanding capabilities through acquisition
Legal Services
Law firms and legal tech providers acquiring e-discovery, contract analysis, and practice management technology
Accounting & Audit
Accounting firms acquiring tax technology, audit automation, and advisory platforms
Engineering & Design
Engineering firms acquiring CAD, BIM, project management, and simulation technology
Marketing & Creative
Agencies acquiring martech, AdTech, analytics, and creative technology platforms
Key Assessment Areas
Professional services technology due diligence focuses on:
Service Delivery Technology
- Client-facing platforms and portals
- Project and engagement management
- Knowledge management systems
- Collaboration and workflow tools
- Analytics and reporting capabilities
Operational Infrastructure
- Resource management and staffing
- Time and billing systems
- CRM and business development
- Document management
- Internal communications
Client Data & Confidentiality
Professional services firms handle sensitive client information. We assess:
- Data Classification: How is client data categorized and protected?
- Access Controls: Who can access what client information and how?
- Ethical Walls: Technology controls for conflict management and information barriers
- Data Retention: Policies and technology for data lifecycle management
- Client Consent: Systems for managing client permissions and data rights
Talent & Technology Integration
In professional services, people and technology are inseparable:
Key Technical Talent
Who built and maintains the technology? What's the retention risk?
Proprietary Methodologies
Are methodologies embedded in technology? How transferable are they?
Training & Adoption
How well is technology adopted? What training will integration require?
Cultural Integration
Technology culture differences that could impact integration success
IP & Proprietary Technology
Professional services technology often includes valuable intellectual property:
- Proprietary Algorithms: Analytics models, scoring systems, and optimization engines
- Industry Frameworks: Methodologies codified in software tools
- Client Benchmarks: Anonymized data assets and industry databases
- Automation Tools: Process automation and efficiency technology
Technology Due Diligence for Professional Services
We understand the unique technology considerations of professional services M&A.