IT Due Diligence for Financial Sponsors

Mitigate Risk. Protect Returns. Accelerate Value.

As a technical advisor to financial sponsors, I provide fast, clear, and actionable IT due diligence reports that help you make confident investment decisions. Whether you're evaluating a platform acquisition or an add-on, understanding the tech and cyber landscape is essential to protect enterprise value and unlock post-close growth.

Deliverablies

Comprehensive IT & Cyber Risk Assessment

• Infrastructure maturity

• Cloud architecture & scalability

• Technical debt analysis

• Vendor and licensing exposure

Cybersecurity Posture & Vulnerability Review

• Security controls, gaps, and recent incidents

• Endpoint protection, IAM, and SOC practices

• Regulatory and compliance alignment (e.g., SOC 2, HIPAA, GDPR)

Integration Readiness & Red Flag Reporting

• System interoperability

• Custom or legacy tech constraints

• People, processes, and IT governance evaluation

Cost & Investment Forecasting

• Post-close IT remediation estimates

• Technology roadmap clarity

• Synergy potential (people, tools, vendors)

Why Sponsors Work with Us:

• Independent Expertise: I act as your technical eyes and ears—free from bias and focused solely on protecting your capital.

• Deal Speed: Rapid report delivery aligned to deal timelines without sacrificing depth or clarity.

• Actionable Insights: Reports tailored to investment committees, highlighting red flags, deal breakers, and quick wins.

• Post-Close Continuity: Optional support through Day 1 planning and 100-day integration sprints

👥 Who We Work With:

• Private Equity Investors

• Independant sponcers

• Search Funder

• Family Offices

• Venture Capital Firms

• Corporate Development Teams