E. ERP and Core Systems Transformation
39. ERP as a value lever in M&A
How deal teams can decide when ERP is a value accelerator, a constraint on the thesis, or mandatory cash before the first 100 days are over.
Insights / Tags
Deal execution
19 articles on Deal execution.
Articles
A. Pre-Deal and Tech Due Diligence
20. Limits and risks of AI-driven due diligence
A deal-team checklist for using AI in diligence without creating false precision, data leakage, weak attribution, or unsupported investment conclusions.
A. Pre-Deal and Tech Due Diligence
18. Using AI to accelerate application and codebase analysis
How buyers can use AI-assisted analysis to find application risk faster while avoiding unsupported conclusions about code quality, ownership, and changeability.
A. Pre-Deal and Tech Due Diligence
17. How AI is changing tech due diligence
A practical view of where AI can compress diligence work, where it creates false confidence, and how deal teams should govern AI-assisted findings.
A. Pre-Deal and Tech Due Diligence
14. IT contracts, licenses, and vendor lock-in risks
How to find contract and licensing terms that change TSA cost, run-rate, separation timing, and the buyer's freedom to execute the deal plan.
A. Pre-Deal and Tech Due Diligence
12. Data, analytics, and reporting due diligence
How deal teams can test whether management reporting, data quality, and KPI logic can support the investment thesis after close.
A. Pre-Deal and Tech Due Diligence
11. Cybersecurity due diligence: what matters before it is too late
A deal-team framework to test which cyber issues change price, timing, connectivity, and first-100-day execution before the buyer inherits the risk.
A. Pre-Deal and Tech Due Diligence
9. Application landscape due diligence: complexity, technical debt, and fit
A deal-team framework to identify which applications set the integration/separation clock, where technical debt becomes mandatory cash, and what to do about it before signing.
A. Pre-Deal and Tech Due Diligence
8. Assessing the IT organization: skills, structure, and key-person risk
A diligence framework to underwrite whether the IT team can run the business and deliver the deal agenda—and what it costs to de-risk the first 100 days.
A. Pre-Deal and Tech Due Diligence
7. Red flags that kill deals (or should)
A deal-team way to separate fixable issues from value killers, with evidence asks and decision triggers that change price, terms, or timing.
A. Pre-Deal and Tech Due Diligence
6. Speed vs depth: trade-offs in fast-cycle due diligence
A fast-cycle tech diligence playbook to pick the few questions that set the deal clock, cash needs, and downside protection.
D. Post-Deal Integration and Separation Execution
33. IT program management in carve-outs and PMIs
How to run the IT work as a deal program—clear owners, decision cadence, and value gates—so you exit TSAs on time and capture value without outages.
C. Day-1 Readiness and Transition Services
27. What Day-1 really means for IT
Define Day-1 as a minimum viable operating state—with explicit pass/fail tests and fallbacks—so you don’t learn your dependencies at 9:00 a.m. after close.
B. Deal Structuring and Pre-Close Planning
21. Translating tech due diligence findings into the investment thesis
A deal team method to turn diligence from a findings list into price, timing, and funding decisions before you sign.
A. Pre-Deal and Tech Due Diligence
5. Tech DD in PE deals vs corporate deals
How to adjust diligence scope, outputs, and decision triggers so you underwrite the right risks, timing, and cash for the buyer type.
A. Pre-Deal and Tech Due Diligence
4. What good looks like in IT due diligence
A scorecard and evidence pack that turns tech diligence into price, timing, and a Day-1 plan you can actually execute.
A. Pre-Deal and Tech Due Diligence
3. Buy-side vs sell-side tech due diligence: different objectives, different truths
A deal team guide to using sell-side diligence to speed the process—without confusing “a clean story” with an executable plan.
A. Pre-Deal and Tech Due Diligence
2. How tech due diligence really drives investment outcomes
Turn diligence into price, timing, and Day-1 decisions—before the model hardens and options disappear.
A. Pre-Deal and Tech Due Diligence
1. The role of technology in value creation (and destruction) in M&A
A practical way to translate the deal thesis into technology decisions, gates, and a sequenced workplan that protects Day-1 and accelerates synergy.