Inside the Code of Confident Deals
Today we dive into Technology Due Diligence Consulting for Mergers and Acquisitions, exploring how structured assessments, risk mapping, and value creation roadmaps help buyers and sellers make faster, safer decisions. Expect practical frameworks, field stories, and actionable checklists drawn from real transactions, so you can separate cosmetic polish from durable capability when the clock is ticking. Subscribe, ask questions, or share war stories; we read and respond.
What Great Diligence Looks Like
Effective reviews illuminate how the product truly works under stress, not how slides describe it. We map architecture, code health, data flows, security posture, and delivery practices, then quantify risks and opportunities. You will see clarity on material issues, decision-ready prioritization, and specific levers that change price, protections, and integration plans.
Assessing Architecture and Scalability
Architecture determines resilience, velocity, and cost curves. We examine service boundaries, data contracts, tenancy models, caching strategies, observability, and failure isolation. The goal is to distinguish brittle complexity from intentional simplicity, revealing whether the next order-of-magnitude growth requires incremental tuning or disruptive rewrites that jeopardize roadmaps and customers.
Security, Privacy, and Compliance
Security diligence balances urgency with depth. We review identity boundaries, secrets management, dependency hygiene, incident history, and vendor risk. Privacy mapping covers data minimization, retention, and lawful use. We translate control maturity into breach likelihood and impact, aligning mitigation plans with regulatory exposure and customer trust requirements across jurisdictions.
Data and AI Readiness
Many deals hinge on data leverage. We assess governance, quality, lineage, and rights to use, including model training restrictions in contracts. For AI, we evaluate infrastructure, MLOps discipline, reproducibility, and monitoring. The outcome clarifies where investment generates defensible differentiation versus where claims rely on fragile prototypes and anecdotes.
Integration Planning and Day-One Readiness
Deals succeed when customers feel continuity. We prepare identity, support, and billing transitions, map data migrations, and define isolation boundaries for staged integration. Joint runbooks, KPIs, and incident protocols protect service quality. Clear Day-One decisions minimize disruption, reduce TSA reliance, and build trust between teams with different histories and tools.
Systems and Identity Integration
We design secure, reversible interfaces between CRM, billing, authentication, and support, prioritizing the small set of automations that deliver immediate customer benefit. Identity strategy drives everything, from SSO and provisioning to entitlements. Thoughtful sequencing avoids brittle shortcuts that later cause outages, churn, or thorny compliance concerns.
Tech Debt and TSA Negotiations
Carve-outs often rely on temporary shared services. We quantify TSA scope, pricing, and exit triggers, while sizing remediation for critical debt that would otherwise block independence. Aligning incentives keeps both sides focused on crisp handoffs, eliminating costly extensions and creating visible momentum toward a stable, unified operating model.