IT Value & Risk Assessment
Quantify IT risk, cost exposure, and remediation priority across the portfolio company.
A structured, time-boxed assessment that produces a quantified risk register, remediation plan, and board-ready view of IT exposure, cost, and opportunity. Scoped to company size, number of acquired entities, and complexity of the IT estate.
Best for
Post-close IT diligence, pre-exit readiness, or mid-hold operating reviews where IT cost and risk need to be quantified.
What we evaluate
Platform & spend
Misclassified IT cost, vendor concentration, duplicate contracts, untracked renewals.
License posture
Over-purchasing, seat right-sizing, edition downgrades, renewal leverage.
Security exposure
Active threats, ransomware posture, patching and segmentation gaps.
Cyber insurance gap
Coverage vs. actual blast radius — limits, exclusions, and pre-loss conditions.
Integration & cutover
Platform sprawl, migration readiness, open cutover debt across entities.
Shadow IT
Undocumented SaaS, unmanaged endpoints, unapproved vendor data flows.
How the engagement runs
- Week 1
Scope & access
Data room review, stakeholder interviews, platform inventory.
- Weeks 2–3
Deep-dive
Contract and license audit, security posture assessment, integration walk-through.
- Weeks 4–5
Register build
Findings ranked by cost, timing, and remediation path.
- Week 6
Walkthrough
Deal-team readout. Post-close owners named per register item.
What you get
- Quantified risk register — typically 25–40 items, ranked by cost and timing
- IT spend reclassification — what's actually IT vs. what was booked there
- Vendor optimization roadmap — renegotiation, consolidation, and exit candidates
- Security posture summary — exposure, controls, and pre-loss conditions
- Remediation plan with named owners — board-ready package
Typical next step
Risk remediation, platform rationalization, or enterprise execution.