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Service  ·  01

Mergers &
Acquisitions

Technology due diligence, post-merger integration, and platform consolidation for PE-backed software companies acquiring and scaling through M&A.

The Challenge with Tech M&A

Private equity-backed acquisitions move fast. The financial and commercial case is made quickly—but the technology picture is often murky until well after close. Engineering teams are misaligned, platforms are redundant, and the technical debt of the acquired company wasn't fully priced in.

M&A integration is where many PE-backed software companies lose value. Competing architectures stall product velocity. Conflicting delivery practices slow engineering output. Teams that don't trust each other ship less and turn over faster.

I've lived this from the inside—as the CTO responsible for acquiring, integrating, and unifying multiple companies under a single technology organization. I know where integration breaks down and how to prevent it.

How I Work

01

Pre-Close Due Diligence

Technical assessment of the target company's architecture, engineering practices, team structure, and debt load. Identify risks before they become liabilities and inform deal pricing and integration planning.

02

Integration Planning

Define the integration strategy—consolidate, coexist, or replace. Map team structures, platform ownership, and delivery dependencies. Build a 30/60/90-day integration roadmap tied to business outcomes.

03

Organizational Alignment

Merge engineering and product organizations with clear reporting lines, unified practices, and shared culture. Address the people side early—before attrition and uncertainty erode team performance.

04

Platform Consolidation

Rationalize platforms, tooling, and infrastructure. Eliminate redundancy while protecting customer commitments. Define the target architecture and a sequenced path to get there without disrupting delivery.

Key Deliverables

Ideal Engagements

PE firms and portfolio companies in the following situations are the best fit for this engagement:

Let's Discuss Your Transaction

Whether you're pre-close evaluating a target or post-close trying to make the integration work—reach out. I'm happy to have a no-obligation conversation.