Our Technical Due Diligence Methodology
A proven framework for comprehensive technology assessment that drives M&A success
Our technical due diligence methodology is battle-tested across 100+ transactions, refined through real-world experience, and validated by outcomes. It combines deep technical expertise with M&A best practices to deliver the intelligence that drives deal success.
Six-Phase Technical Due Diligence Framework
A comprehensive, repeatable process that delivers consistent results across diverse industries and technologies.
From Engagement to Delivery
Scope & Discovery
RFI & Data Room
Document Analysis
Technical Assessment
Risk Quantification
Report & Engagement
Deal Understanding & Scope Definition
We begin by understanding your deal thesis, strategic objectives, and technology concerns. This informs our assessment scope, team composition, and focus areas.
Duration: 1-2 weeksRequest For Information & Data Room Setup
We develop a comprehensive RFI tailored to your target company. This ensures we have all necessary documentation and can begin analysis efficiently.
Duration: 1-2 weeksDocument Review & Analysis
Our team conducts detailed review of architecture diagrams, source code, security policies, compliance documentation, vendor contracts, and technical documentation.
Duration: 2-4 weeksOn-Site Technical Assessment & Interviews
We conduct on-site or remote assessments, including interviews with technology leaders, architecture reviews, system demonstrations, and hands-on technical evaluation.
Duration: 1-3 weeksAnalysis, Risk Quantification & Roadmap Development
We synthesize findings, quantify identified risks, estimate remediation costs, identify value drivers, and develop detailed integration and optimization roadmaps.
Duration: 2-3 weeksReport Delivery & Executive Engagement
We deliver comprehensive technical due diligence report with executive summary, detailed findings, risk quantification, financial impact analysis, and recommendations.
Duration: Ongoing SupportSeven-Vertical Technical Assessment
Comprehensive assessments across seven critical technology verticals, ensuring no important area is overlooked.
Data Assessment
Data infrastructure, warehouse architecture, quality frameworks, ETL pipelines, and governance maturity evaluation.
AI & Machine Learning
ML models, data pipelines, MLOps maturity, responsible AI practices, and organizational readiness assessment.
Cybersecurity
Security posture, vulnerability assessment, compliance review, incident response, and threat modeling.
Cloud Infrastructure
Cloud architecture, migration readiness, cost optimization, multi-cloud strategy, and operational maturity.
Custom Development
Code quality, technical debt, architecture patterns, development practices, and modernization opportunities.
Data Governance
Governance frameworks, regulatory compliance, data privacy, stewardship programs, and organizational alignment.
SME Network
Organizational capability, team structure, talent retention risk, and knowledge management assessment.
Full Coverage
Comprehensive evaluation across all domains
Key Assessment Principles
Our approach is guided by principles developed through years of real-world M&A experience.
Risk-Focused
We focus on identifying and quantifying real risks that impact deal value and post-acquisition success.
Value-Driven
Beyond risk, we identify value drivers and optimization opportunities to quantify synergies and value creation.
Actionable
Every finding includes recommendations and remediation strategies with integration roadmaps and action plans.
Data-Driven
We base assessments on evidence—code analysis, architecture review, performance testing, compliance validation.
Collaborative
We work closely with your M&A team, financial advisors, and legal counsel to coordinate workstreams.
Balanced
We provide balanced perspective on both risks and opportunities, acknowledging strengths objectively.
Comprehensive Deliverables
Our technical due diligence process delivers comprehensive intelligence to support your deal decisions.
Executive Summary
High-level overview of key findings, top risks, value drivers, and recommendations. Tailored for C-suite and investment committee. 10-15 pages.
Technical Report
Comprehensive assessment across all 7 verticals with detailed findings, risk quantification, and cost estimates. 50-100+ pages.
Integration Roadmap
Detailed 12-24 month integration plan with milestones, resource requirements, and value realization tracking.
Financial Impact
Quantification of risks, value drivers, and financial impact on deal economics with scenario modeling.
Valuation Support
Technical support for valuation including risk quantification, working capital adjustments, and warranty positioning.
Executive Workshop
In-person or virtual workshop presenting findings with detailed Q&A and discussion of implications.
Data Room Access
Organized repository of all supporting documentation, analysis, and evidence for future reference.
Ongoing Support
Post-delivery support for questions, clarifications, and integration planning assistance.
Tools, Frameworks & Standards
We leverage industry-leading tools and proven frameworks to ensure consistent, high-quality assessments.
Assessment Tools
- Code analysis tools (SonarQube, Checkmarx)
- Security scanning tools (Nessus, Qualys)
- Cloud infrastructure evaluation tools
- Performance and load testing tools
- Data quality and governance tools
- Architecture analysis tools
Frameworks & Standards
- NIST Cybersecurity Framework
- ISO 27001 / 27002 Standards
- Regulatory frameworks (GDPR, CCPA, HIPAA)
- Cloud architecture frameworks (Well-Architected)
- Agile & DevOps assessment frameworks
- Data governance maturity models
Ready to Assess Your M&A Target?
Our proven methodology provides the technical clarity and confidence you need to make informed M&A decisions.