M&A Playbook
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1.Pre-Deal and Tech Due Diligence
- The Role of Technology in Value Creation (and Destruction) in M&A
- How Tech Due Diligence Really Drives Investment Outcomes
- Buy-Side vs Sell-Side Tech Due Diligence: Different Objectives, Different Truths
- What "Good" Looks Like in IT Due Diligence
- Tech DD in PE Deals vs Corporate Deals
- Speed vs Depth: Trade-offs in Fast-Cycle Due Diligence
- Red Flags That Kill Deals (or Should)
- Assessing the IT Organization: Skills, Structure, and Key-Person Risk
- Application Landscape Due Diligence: Complexity, Technical Debt, and Fit
- Infrastructure and Cloud Due Diligence: Scalability, Cost, and Risk
- Cybersecurity Due Diligence: What Matters Before It is Too Late
- Data, Analytics, and Reporting Due Diligence
- ERP Due Diligence: When the Core System Is the Deal
- IT Contracts, Licenses, and Vendor Lock-In Risks
- IT Cost Structure and Budget Due Diligence
- Identifying Separation and Integration Complexity During DD
- How AI Is Changing Tech Due Diligence
- Using AI to Accelerate Application and Codebase Analysis
- AI for Cyber, Data, and Risk Detection in Deals
- Limits and Risks of AI-Driven Due Diligence
2.Deal Structuring and Pre-Close Planning
- Translating Tech DD Findings into the Investment Thesis
- From Findings to Actions: Building the Tech Workplan Pre-Close
- TSA Strategy: Why Most Deals Get It Wrong
- Estimating True One-Time vs Run-Rate IT Costs
- Separation vs Integration: Making the Right Call Early
- Tech Implications of Carve-Out vs Full Acquisition Deals
3.Day-1 Readiness and Transition Services
4.Post-Deal Integration and Separation Execution
- IT Program Management in Carve-Outs and PMIs
- Operating Model Choices for Post-Deal IT
- Application Separation vs Replacement Strategies
- Data Migration: Risks, Trade-offs, and Best Practices
- Identity, Access, and Security in Separations
- Infrastructure Stand-Up and Cutover Planning
5.ERP and Core Systems Transformation
- ERP as a Value Lever in M&A
- One ERP or Multiple? Post-Deal ERP Strategy Choices
- SAP in M&A: Common Scenarios and Pitfalls
- Microsoft Dynamics 365 in Carve-Outs and PMIs
- ERP for Manufacturing-Heavy Businesses
- Payroll and HR Systems in Global Separations
- Procurement and Supply Chain System Integration
- Timing ERP Transformations: Day-1, Day-100, or Later?
6.IT Transformation and Value Creation
- IT Cost Reduction After the Deal: What Actually Works
- FTE Rationalization Without Breaking the Business
- Capturing IT Synergies: Myths vs Reality
- Application Rationalization as a Value Lever
- Cloud Migration in Post-Deal Environments
- Modern Architecture as a Competitive Advantage
- Tech-Enabled EBITDA Expansion
7.Advanced Topics and Long-Term Value
- AI as a Post-Deal Value Creation Lever
- Data Platforms and Analytics Post-Acquisition
- Cybersecurity as a Board-Level Issue After Close
- Building a Scalable IT Function for PE Hold Periods
- When to Invest vs When to Stabilize
- Measuring IT Value Creation Over the Hold Period
- Lessons Learned from Failed (and Successful) Tech M&A Integrations