Technology & Operating Due Diligence Assessment
Pressure-test the platform, IT environment, and operating risk before close.
A structured pre-close diligence assessment for PE sponsors evaluating a platform company, add-on acquisition, or carveout. GroupA reviews the company's technology foundation, IT cost structure, cybersecurity posture, vendor landscape, operational dependencies, scalability, and integration risk — then translates findings into a clear investment view: what is safe, what is fragile, what needs remediation, and what should affect deal terms, hold-period planning, or the first 100 days.
The problem this answers
Most pre-close diligence answers the obvious questions — can the business operate, are major systems in place, is there a cyber issue, are there scary vendor dependencies. That is not enough. The real diligence question for a PE sponsor is whether this company's technology and operating foundation will support the investment thesis — or quietly eat the value creation plan after close. This assessment is built to answer that before the deal closes.
Best for
PE sponsors evaluating a new platform investment, add-on acquisition, carveout, or management-backed transaction where technology, IT spend, cyber risk, scalability, or integration readiness could materially affect value creation.
What we evaluate
Technology foundation
Core systems, architecture, infrastructure, data environment, application stack, integrations, technical debt, scalability constraints, and points of fragility.
- Can the current environment support growth?
- Where are systems brittle, manual, outdated, or over-customized?
- What breaks if the company doubles in size?
- What needs to be replaced, rationalized, or stabilized post-close?
IT operating model
Internal IT team, outsourced partners, support model, governance, ticketing, change management, documentation, infrastructure ownership, and management cadence.
- Is IT actually capable of supporting the value creation plan?
- Where is the company dependent on one person, one vendor, or undocumented tribal knowledge?
- Is the IT function appropriately staffed and led?
- What should change in the first 100 days?
Cybersecurity & risk posture
Practical cybersecurity exposure across identity, access control, endpoint security, backup/recovery, incident response, cyber insurance readiness, privileged access, vendor risk, and known gaps.
- Is there material cyber risk that could affect closing, insurance, lender confidence, or post-close operations?
- Are backups and disaster recovery real or theoretical?
- Are there active vulnerabilities, weak controls, or access issues that need immediate remediation?
- What cyber investments are required after close?
IT cost & vendor exposure
IT spend, major vendor contracts, SaaS usage, license waste, infrastructure costs, MSP agreements, support contracts, renewal obligations, and consolidation opportunities.
- Where is the company overpaying?
- Which contracts create lock-in or renewal risk?
- Where can spend be reduced or renegotiated?
- What costs should be included in the post-close operating plan?
Integration & add-on readiness
For platform or buy-and-build strategies — whether the company can absorb acquisitions, integrate systems, standardize reporting, consolidate users, and scale governance.
- Can this company become a platform?
- What would integration actually require?
- Where will add-ons create system, data, reporting, or cyber complexity?
- What needs to be standardized before the next acquisition?
What you get
- 01
Executive diligence summary
Clear investment-level view of technology, IT, cyber, scalability, and operating risk.
- 02
Risk register
Prioritized list of material risks, severity, business impact, remediation path, estimated effort, and ownership.
- 03
IT cost & vendor map
Summary of technology spend, vendor dependencies, contracts, renewals, waste, and consolidation opportunities.
- 04
Cyber & resilience review
Practical view of security posture, backup/recovery readiness, insurance-relevant gaps, and remediation priorities.
- 05
Platform readiness scorecard
Assessment of whether the business can scale, integrate add-ons, support growth, and execute the investment thesis.
- 06
First-100-days technology roadmap
Actionable sequence of what to fix first, what to defer, what to budget, and where management attention is required.
- 07
Deal implications summary
Issues that may affect valuation, purchase agreement protections, post-close budget, transition services, lender comfort, or integration planning.
Typical next step
Post-close IT Value & Risk Assessment, remediation execution, platform rationalization, cybersecurity hardening, ERP/CRM cleanup, or AI Readiness / Workflow Opportunity Assessment.