Industries We Serve

Retail & E-Commerce
Technical Due Diligence

Retail and e-commerce acquisitions require assessment of omnichannel platforms, inventory systems, customer data infrastructure, and the technology that powers modern shopping experiences.

Technology Assessment for Retail M&A

Retail technology has transformed dramatically. From headless commerce platforms to AI-powered personalization, technology differentiates winning retailers. When acquiring retail or e-commerce businesses, understanding the technology stack is essential for valuing the business and planning integration.

Retail Technology Experience

25+ Retail Deals
$500M+ GMV Assessed
PCI Expertise

Retail Technology Assessment Areas

We evaluate the full retail technology stack:

E-Commerce Platform

Shopify, Magento, custom platforms, headless commerce, and frontend experience

Order Management

OMS systems, fulfillment routing, inventory allocation, and order lifecycle

Inventory & Warehouse

WMS systems, inventory tracking, demand planning, and supply chain integration

Point of Sale

POS systems, unified commerce, mobile checkout, and store technology

Customer Data Platform

CDP systems, customer 360, personalization, and marketing technology

Payments & Fraud

Payment processing, fraud detection, PCI compliance, and checkout optimization

Omnichannel Capability Assessment

Modern retail requires seamless omnichannel experiences:

Channel Integration

  • Unified inventory visibility
  • Cross-channel order fulfillment
  • BOPIS/BORIS capabilities
  • Consistent pricing and promotions
  • Customer identity across channels

Digital Experience

  • Mobile app and responsive web
  • Search and product discovery
  • Personalization capabilities
  • Checkout conversion optimization
  • Performance and scalability

E-Commerce Platform Deep Dive

For e-commerce acquisitions, platform assessment is critical:

  • Architecture: Monolithic vs. headless, API-first design, and flexibility
  • Scalability: Traffic handling, peak season readiness, and performance
  • Customizations: Custom development extent and technical debt
  • Integration: ERP, WMS, payments, and third-party service integration
  • Vendor Lock-In: Platform dependencies and migration complexity

Customer Data & Privacy

Retail customer data is valuable but requires careful handling:

1

Data Collection

What customer data is collected and how? Consent management practices

2

Data Quality

Customer data accuracy, deduplication, and enrichment capabilities

3

Privacy Compliance

CCPA, GDPR, and state privacy law compliance status

4

Marketing Technology

Email, SMS, advertising, and personalization platform integration

Payment & Security Assessment

E-commerce security directly impacts customer trust and compliance:

  • PCI DSS: Payment Card Industry compliance status and scope
  • Fraud Prevention: Fraud detection systems and chargeback rates
  • Payment Options: Payment method coverage and checkout optimization
  • Security Posture: Web application security and vulnerability management

Assess Retail Technology with Confidence

From legacy POS to headless commerce, we provide the expertise your retail deal requires.