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M&A IT

Due Diligence IT, Carve in, Carve out, Transition Services Agreements

M&A

The critical role of tech assessment in M&A

In today's technology-driven business landscape, tech assessment has become critical during mergers and acquisitions.

Mastering the technological landscape enables you to:
✅ Unlock tangible synergies - Infrastructure rationalisation, tool consolidation, and operational efficiency gains
✅ Ensure business continuity - Zero disruption for employees or customers
✅ Maximise deal value - Full leverage of the target's technology assets

Pre-Acquisition

IT Due Diligence

Technology and business audit:

  • Applications, data flows and key business processes.
  • Infrastructure: cloud, on-premise, hybrid.
  • Data: quality and value assessment.

Risk assessment:

  • Technical debt.
  • Vendor dependencies and lock-in risks.
  • Compliance: cybersecurity, data sovereignty, GDPR.
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TSA

Negotiation of transition services agreements

Maintaining critical IT services post-closure:

  • Temporary access to source entity's systems.
  • Shared technical support.
  • Secure migration period.

Key considerations:

  • Transition duration.
  • Cost overruns and penalty clauses.
  • Update responsibility management.
Boldo screenshot of the application portfolio with TSA decision columns and mapped business capabilities
Roadmap

IT integration planning

System alignment:

  • Decision framework for merging, retiring, or redesigning systems.
  • Interoperability planning (APIs, ESB, ETL pipelines).

Data strategy:

  • Data flow migration roadmap.
  • Historical data preservation and transfer.
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Post Merger

Execution

TSA phase-out management

  • Full transfer of access rights and operational knowledge.
  • Termination of third-party support contracts.

Technical integration:

  • Identity unification (IAM, SSO implementation).
  • System standardisation (CRM/ERP consolidation).

Team & systems optimisation:

  • Merging of run (operations) and build (development) teams.
  • Resource reallocation or sunsetting of redundant systems.
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