Operator-led due diligence, valuation, and integration playbooks for technology middle-market transactions ($50M–$300M EV). We combine Big 4 financial rigor with technical due diligence so you make decisions with confidence on both 'the code' and 'the quarter.'
Request a Turnaround AssessmentSelected outcomes for this pillar include 95% customer retention post-merger, 100% staff retention 9 months post-close, and a 28,000-user migration with zero downtime. They make the M&A page about retained value, not transaction theater.
Our Transaction Services group runs the full M&A lifecycle for tech middle-market deals — buy-side, sell-side, and post-close. Where most diligence shops stop at financial sanity checks, we dig into code quality, scalability, IP ownership, and revenue durability. That’s how 95% customer retention and 100% staff retention through complex divestitures happen.
Big 4 pedigree combined with technical depth. Quality-of-earnings, working-capital normalization, code-quality assessment, IP and license review, and revenue durability analysis. The kind of diligence that catches problems pre-LOI rather than post-close.
Credible ARR/MRR analysis, IP and intangibles, cap-table modeling, and 409A. Built for the rooms where multi-million-dollar arguments need to land.
Integration management offices and carve-outs. We’ve run 28,000-user migrations with zero downtime and held 100% staff retention 9 months post-close. The integration playbook is the difference between thesis and value.
Capital raises and exits. Sell-side preparation includes the unsexy work of cleaning up financial reporting, normalizing revenue recognition, and building the data room before a banker would ever take you to market.
The middle market is where deals get made by people who actually have to live in the company afterward. Generalist advisors hand off after close. We don’t — because we built a firm and exited it. That perspective changes which questions get asked during diligence and which integration plays get prioritized.
BRIEF · MIGRATION & INTEGRATION
The green IMO dashboard hides where a tech-services deal is bleeding. Here are the day-by-day integration KPIs a PE operating partner should track for 100 days.
40% Engineering Output Drop During Integration
BRIEF · MIGRATION & INTEGRATION
Acquired engineering teams often face a 30% productivity drop post-close. Use this 60-day diagnostic playbook to stabilize talent, map dependencies, and prevent the 'Velocity Tax' that kills deal value.
30% Avg. Velocity Drop Post-Close
BRIEF · MIGRATION & INTEGRATION
A diagnostic guide for PE sponsors integrating Adobe partners. Covers the 'Creative vs. Technical' culture clash, retaining Platinum status, and preventing the 30% post-merger valuation leak.
47% Key Talent Attrition Rate Post-Merger
BRIEF · MIGRATION & INTEGRATION
In aerospace defense M&A, a single resigned TS/SCI engineer can strand months of contract billings. How to map the flight risk and hold the cleared bench.
$200,000 Uncaptured Revenue per Departed TS/SCI Engineer
BRIEF · MIGRATION & INTEGRATION
Acquired ML engineers don't quit over money. They quit the week IT puts a two-week ticket between them and a GPU. Here's the post-close playbook that keeps them.
68% AI Talent Churn in First 9 Months
BRIEF · MIGRATION & INTEGRATION
Stop building 'Frankenstein' platforms. Learn why API federation cuts integration TCO by 50% and accelerates cross-product revenue in PE roll-ups.
50% TCO Reduction
BRIEF · MIGRATION & INTEGRATION
A 20% post-merger app-reduction target leaves money on the table. Here's the Kill/Migrate/Federate decision, the SSO cutover, and the contract-breakage math.
60% Minimum Application Reduction Target
BRIEF · MIGRATION & INTEGRATION
Post-merger integration best practices for Atlassian Solution Partners. Benchmarks for talent retention, badge preservation, and realizing synergies in 2026.
47% Year 1 Talent Churn Risk
BRIEF · MIGRATION & INTEGRATION
The 2026 guide for PE Operating Partners integrating AWS consultancies. How to protect the Premier Tier badge, retain certified talent, and capture the $7.13 ecosystem multiplier.
11.6x Avg. 2025 Tech Services EBITDA Multiple
BRIEF · MIGRATION & INTEGRATION
A Microsoft EA discount looked like free money. Then DynamoDB, IAM, and S3 egress froze the migration. Here is how to triage and restart it.
43% of cloud migrations experience significant cost overruns
BRIEF · MIGRATION & INTEGRATION
A diagnostic guide for PE Operating Partners on merging Azure practices. Covers MCPP consolidation, CSP billing leakage, and preventing rebate loss.
1-3% Revenue Leakage from Manual CSP Billing
BRIEF · MIGRATION & INTEGRATION
The synergy model never priced the developer slowdown, the Month 6 churn cliff, or the comp-plan exodus. Where bolt-on EBITDA actually leaks — and how to plug it.
72% of bolt-on acquisitions bleed EBITDA in their first 18 months
Operator-led diagnostic in 14 days. No retainer until we agree on the work.
Request a Turnaround Assessment