Technology M&A diligence that speaks EBITDA and DevOps
Most technology diligence misses the gap between financial logic and operating reality. We run quality-of-earnings, revenue durability, technical debt, IP ownership, and integration risk as one decision system.
Who this service is for
Private equity sponsors, founder-sellers, and boards evaluating technology middle-market transactions
When to use it
Use this when the model depends on synergy capture, clean ARR, scalable delivery, or a technical platform that must survive buyer diligence.
What an operator tests before the model gets trusted
Transaction diligence is not just a report on historical numbers. We test whether the technical platform, delivery model, customer base, and integration path can support the value creation plan a buyer is underwriting.
- 95% customer retention post-merger
- 100% staff retention 9 months post-close
- 28,000-user migration with zero downtime
What the work produces
Diligence memo tied to value creation risk
Technical debt quantified in dollars
Integration thesis validated before close
Articles that support this service
The 2026 Project Margin Benchmarks for Consulting Engagements
Discover the 2026 project margin benchmarks for consulting firms. Learn why blending strategy and implementation margins is destroying your EBITDA and valuation.
Read →The 100-Day Lie: Why Your Integration KPIs Are Hiding a 33% Valuation Bleed
Private equity operators often track the wrong metrics during post-M&A integration. Discover the precise operational KPIs to prevent integration failure.
Read →Realization Rate Benchmarks: Why Your 'Invoiced vs. Delivered' Gap Is Killing Your EBITDA
Diagnostic guide for PE sponsors and founders on realization rate benchmarks. Discover why 11% of billable hours are written down and how to bridge the gap between delivered and invoiced time.
Read →Carve-Out TSA Pricing Benchmarks: Beating the Extension Trap
Private equity buyers lose 3-5% of deal value to extortionate TSA extensions. Explore 2026 carve-out TSA pricing benchmarks, duration timelines, and negotiation strategies.
Read →Why 85% Utilization Is a Valuation Trap: 2026 Professional Services Benchmarks by Role
Pushing professional services utilization above 85% destroys EBITDA. Justin Leader breaks down 2026 bench utilization benchmarks by role to protect your valuation.
Read →Data Center Consolidation Post-Merger: Timelines, Costs, and the 43% Overrun Trap
Discover why post-merger data center consolidations overrun budgets by 43% and learn the definitive timeline and cost benchmarks to protect your deal's EBITDA.
Read →The Gross Margin Reality Check: PLG, Hybrid, and Sales-Led Unit Economics
Discover why hybrid and PLG sales motions are dragging down B2B SaaS gross margins, and how to re-architect your COGS to protect your 2026 exit valuation.
Read →The 'Limbo Tax': Why Cross-Border M&A Regulatory Delays Kill 30% of Deal Synergies
Learn how antitrust second requests and FDI reviews extend cross-border M&A timelines by 4-6 months, and how to buffer your integration strategy to save synergies.
Read →The 'Whale' Tax: Why Customer Concentration Kills Exit Multiples (And How to Fix It)
Discover the 2026 benchmarks for acceptable top-10 customer ARR concentration by growth stage, and learn how to prevent the 20% valuation haircut in PE due diligence.
Read →When this service is the right operating path
A board-level decision guide for choosing asset deal, stock deal, or hybrid structure in technology middle-market acquisitions.
A decision guide for choosing carve-out, full acquisition, or phased TSA structure when technology systems, teams, and customer operations must separate cleanly.
A decision guide for choosing technical diligence, financial diligence, or integrated diligence when technology company value depends on both the numbers and the operating system.
A decision guide for choosing transaction advisory, investment banking, or integrated sell-side readiness support before a technology middle-market M&A process.
Checklists and scorecards for this service line
A 12-18 month readiness scorecard for technology companies preparing for buyer diligence, investment banking preparation, or PE exit planning.
A pre-close and Day 1 checklist for technology acquisitions where customer retention, staff retention, data migration, and synergy capture depend on execution quality.
A finance-and-engineering worksheet for translating release drag, rework, incidents, and platform fragility into EBITDA and valuation exposure.
Common questions
What makes operator-led transaction advisory different?
We evaluate the operating system behind the numbers: code quality, delivery capacity, data integrity, sales process, customer concentration, and integration risk. That gives buyers a clearer view of what they can actually own after close.
What deal size is a fit?
We focus on technology middle-market companies: typically 50-300 employees, $10M-$100M ARR, and $50M-$300M enterprise value.