PE & Risk

Find the risk.

Quantified IT risk against a transaction clock. Pre-close diligence, post-close 90-day assessments, and the register that names the owners.

Why PE desks engage us

Transaction clock

Deliverables paced to the deal calendar. We do not drag diligence into the first 100 days unless you want us to.

Senior operators

Former CIOs and program owners run the work — the people you meet stay on the engagement.

Quantified register

Every finding has a cost, a timing, and a named owner. No free-form narrative deliverables.

Portfolio-aware

We see patterns across operators. Issues in one company often signal where to look in the next.

Pre-close vs. post-close

Pre-close diligence

IT red flags before the LOI clock runs out. Quick-turn platform inventory, spend review, and cyber posture read so the deal team knows what is coming.

Post-close assessment

First 90 days after close. Full risk register with remediation cost and timing, handed to named post-close owners — usually the sponsor’s ops partner or an incoming CIO.

Situations we have sat in

Names withheld. Scope and outcomes, real.

Post-close platform diligence

Mid-market healthcare roll-up, first 90 days post-close.

What we did. Six-week value-risk assessment across the combined estate. Surfaced $1.1M in overlapping SaaS spend.

Outcome. ~$400K annual run-rate eliminated by month five.

Stalled enterprise implementation

~$600M operator, 14 months into a Workday deployment 40% over budget.

What we did. Senior lead took over as interim program owner. Re-baselined scope and owned cutover.

Outcome. Production cutover completed 11 weeks after engagement. Month-one close in Workday.

Common questions

How long does a PE IT diligence engagement take?

Most engagements run 4–6 weeks against the transaction calendar. Pre-close work compresses to fit the LOI window; post-close assessments run inside the first 90 days. Scope and timeline are fixed up front so the deal team knows exactly what lands and when.

What does the deliverable actually look like?

A ranked IT risk register — every finding carries a remediation cost, a timeline, and a named post-close owner (usually the sponsor's operating partner or an incoming CIO). No free-form narrative report; the register is built to be acted on and to pass buyer diligence.

Who runs the work?

Senior operators — former CIOs, program owners, and infrastructure leads who have sat on the operator side of these platforms. The people you meet in scoping stay on the engagement; there is no hand-off to a junior delivery pool.

Pre-close or post-close — which do we need?

Pre-close diligence surfaces IT red flags before the clock runs out, so the deal team can price or paper them. Post-close assessment produces the full remediation register in the first 90 days. Many sponsors run both: a quick-turn pre-close read, then the deeper post-close register once the deal is signed.

Adjacent work

PE & Risk feeds directly into Enterprise — the remediation we scope is the remediation we run, on the same platforms we already know.

Get started

Tell us what’s broken, stalled, or at risk.

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