M&A Technology Consulting Services
Technology integration and operations continuity are key elements of effective M&A transaction events, often times driving the sequencing and timing of other deal and decision-making processes.
CBIZ CMF brings deep M&A technology consulting experience to assist with all manner of M&A technology needs, ranging from the planning and execution related to complex mergers or carve-out acquisitions to integration of add-on acquisitions.
Our Solution Areas:
M&A Technology Planning & Integration
Whether considering the acquisition of an add-on acquisition or a merger of like-sized entities, understanding the complexities and underlying costs of integrating business systems are critical to realizing the synergy potential. We help funds and management teams unpack, understand, and plan for the near term (Day 1) and longer term integration complexities which are crucial to operating the newly formed entity. Working with deal teams, integration experts, and corporate leaders, our technology integration leaders help navigate the transaction with confidence and technology clarity.
Carve-Out Technology Services
In a carve-out situation, identifying technology complexities and dependencies are key to transaction execution and stability throughout the deal lifecycle. Our M&A technology experts understand the key systems and processes to address as Day 1 readiness is envisioned and Transition Services Agreement (TSA) negotiated, and how the TSA terms will define the remaining activities to follow. We help deal teams and management surface the most critical technology changes, and build a transition plan that successfully and rapidly exits the TSA. Common services we provide for Carve Outs include:
- TSA development and negotiation of technology services and platforms
- Day 1 readiness planning and execution
- TSA exit planning and conclusion
IT Due Diligence
As deal teams execute their diligence processes on potential acquisitions, technology debt, IT capabilities, and sometimes hidden liabilities can impact the financial terms and ultimately deal success. Our IT due diligence experts work with funds and deal teams to evaluate a Target’s technology portfolio, focusing on elements of front and back office systems, information security, data management, customer experience, and IT talent / processes which support the business. Working efficiently, our IT due diligence teams achieve a clear picture of the current state of technology – and what risks and opportunities exist through the transaction ahead. Areas of focus include:
- Add-on acquisitions
- Platform Acquisitions and technology suites
- Carve-Out Deals