IT Due Diligence

Technology is the Foundation of Deal Certainty

In today’s market, the “health” of a company’s technology is just as important as the health of its balance sheet. Whether you are a Private Equity firm evaluating a platform acquisition or a strategic buyer looking to integrate a new business, you need to know if the target’s technology is an asset or a liability. Hidden technical debt, security gaps, or unscalable systems can significantly impact the post-close value of a deal.

We provide the digital clarity you need. You shouldn’t have to guess if a target’s infrastructure can handle your growth plans. At Calvetti Ferguson, we provide a thorough, institutional-grade review of the target’s technology landscape. We identify the hurdles before they become your problems, allowing you to move forward with total confidence.

A 360-Degree Review of the Technology Landscape

Our IT due diligence goes beyond a simple checklist. We evaluate the people, processes, and systems that power the business to ensure they align with your investment thesis.

Infrastructure & Scalability Analysis

We look under the hood to determine if the target’s systems can support the next stage of the Owner → Business → PE → HNW flywheel.

• • • Technical Debt Assessment: Identifying outdated systems or “quick fixes” that will require significant investment post-close.

    • Scalability Review: Ensuring the hardware, software, and cloud architecture can handle increased volume and complexity.

    • Software Licensing & Compliance: Verifying that all critical software is properly licensed and that the organization is in compliance with vendor agreements.

Cybersecurity & Data Privacy

A security breach post-acquisition can be devastating to your ROI. We perform a deep dive into the target’s security posture to protect your investment.

• • • Vulnerability Assessment: Identifying gaps in the network, applications, and data storage that could be exploited.

    • Privacy Compliance: Reviewing how the target handles sensitive data and ensuring they meet industry-specific regulations (like HIPAA, GDPR, or CCPA).

    • Incident History: Investigating past breaches and the effectiveness of the target’s response and remediation efforts.

IT Operations & Governance

A professional organization requires professional IT management. We evaluate the “human element” of the technology function.

• • • Team & Talent Assessment: Reviewing the capabilities of the internal IT team and any third-party managed service providers.

    • Process Maturity: Evaluating the rigor of IT policies, disaster recovery plans, and business continuity strategies.

    • Cost Analysis: Breaking down the current IT spend to identify efficiencies or hidden costs that will impact future EBITDA.

The Calvetti Ferguson Advantage: Integrated Deal Support

Because our Technology Services team works alongside our Financial and Tax Due Diligence experts, we provide a unified view of the transaction. We don’t just find issues; we provide a roadmap for professionalization.

• Pre-Close Clarity: Giving you the data needed to negotiate price or terms based on technical findings.

• Post-Close Readiness: Providing your new On-Call CIO or Managed IT team with a clear plan to stabilize and optimize the environment from day one.

Ready to Verify the Digital Value of Your Next Acquisition?

Don’t let technical debt or security gaps stall your growth. Let’s ensure your next deal is built on a secure and scalable foundation. Partner with a firm that understands the intersection of technology and M&A.