Mergers and Acquisitions IT Consulting

Maximize synergy with a solid IT strategy

IT integration is big for your deal

IT can not be an afterthought in today’s world, where technology is so integrally connected to the business. In fact, one of the top three reasons M&As fail is problems with technology integration.

Our IT mergers and acquisitions consulting services help you mitigate that risk and achieve “1+1=3” results. We look deeply at the systems and businesses involved, assess potential risks and opportunities, and leverage both parties’ strengths to design a single, fully integrated go-forward solution.

Merges and Acquisitions Technology Strategy

Why invest in M&A IT consulting?

Change is hard—even more so when you have to assess and integrate two separate IT ecosystems, and all that goes with them. As with anything, a strong strategy is crucial to success. If you’re facing any of these obstacles, its a sign that you need an experienced partner on your side to develop and activate a robust M&A integration strategy:

  • Absence of clear, comprehensive process documentation
  • Miscommunication as a result of different team cultures
  • Unrealistic or non-prioritized system integration requirements
  • Absence of goal-orientated metrics to measure integration success
  • No clear answer to “when are we done?”
  • Inability to architect two parallel systems into a single solution
  • An “it will just work” attitude when it comes to subsystems and processes
  • Absence of clear, comprehensive process documentation
  • Miscommunication as a result of different team cultures
  • Unrealistic or non-prioritized system integration requirements
  • Absence of goal-orientated metrics to measure integration success
  • No clear answer to “when are we done?”
  • Inability to architect two parallel systems into a single solution
  • An “it will just work” attitude when it comes to subsystems and processes

The benefits of an M&A IT integration strategy

According to the Harvard Business Review, 70-90% of M&As fail; with issues related to technology integration among the top three reasons. This means companies suffer billions of dollars in avoidable losses per year. A sound, A-Z M&A technology strategy will help you mitigate risk and chart a course to success:

Short-term benefits:

  • Transparency and visibility into target systems and processes
  • Clear integration goals and success conditions
  • Metrics to measure continuous improvement
  • Visibility and timely updates of project progress
  • Shared understanding and stakeholder buy-in of strategy and goals

Long-term benefits:

  • Measurable and demonstrable progress towards achieving synergies
  • A unified, go-forward solution with minimal operational overhead
  • Unified IT operations empowered by agile methodologies and best practices

Short-term benefits:

  • Transparency and visibility into target systems and processes
  • Clear integration goals and success conditions
  • Metrics to measure continuous improvement
  • Visibility and timely updates of project progress
  • Shared understanding and stakeholder buy-in of strategy and goals

Long-term benefits:

  • Measurable and demonstrable progress towards achieving synergies
  • A unified, go-forward solution with minimal operational overhead
  • Unified IT operations empowered by agile methodologies and best practices

During our recent M&A deal, Headspring proved the value of their ongoing partnership by acting quickly to assess the applications on both sides of the deal and develop a migration plan. With Headspring taking the lead, we were able to migrate data and transition to the go-forward solution in a record time. Just seven months from signing, USAC reported to investors that we were working from a single set of systems. It was a proud moment to be in IT.

Julie Bullerman

VP, Information Technology, USA Compression

Our M&A IT consulting process

As a technology leader, you have an opportunity to drive the success of your company’s merger or acquisition. We’ll act as your guides from the get-go, conducting thorough technical due diligence, and we’ll support you through to integration. Our four-step IT strategy for mergers and acquisitions is designed to help you mitigate risk, identify all possible opportunities, ensure minimal business disruption, and plan for future growth.

technology mergers and acquisitions

Technical Due Diligence

Our M&A technology due diligence process is high-touch and comprehensive. We not only evaluate the technology, we get to know your goals, teams, and processes so we can provide tailored recommendations and an M&A IT integration checklist. Our tried-and true approach consists of four phases: Discover, Review, Analyze, Recommend.

Planning

We start by identifying business process clusters so that the M&A integration can proceed with minimal disruption to the business. Establishing clear success and failure metrics ensures the integration is kept on track and within operational constraints, while prioritizing high-impact processes. Feedback loops and agile workflows are set up so we can validate activities, review metrics, and adjust directives as needed.

Execution

Time is money, and our goal is to help you realize value fast. Laying a solid foundation for the M&A IT integration enables us to run it like any agile project. We don’t wait until the end to operationalize and transition systems. Drafting runbooks, regularly documenting changes, and updating high-level architectural diagrams keeps the integration moving along while preserving process flows and enabling system-wide visibility.

Transition and Retrospective

At the end of an M&A IT integration, we set you up for smooth sailing and future success with a thorough retrospective designed to make sure you meet your goals and take advantage of all opportunities ahead. We refine documentation and diagrams, lead training and stakeholder education sessions, and leave you with high-level recommendations for keeping your technology ahead of the curve.

Got an M&A deal on the table? Let’s start with a technical due diligence assessment

Bringing IT to the table early in the M&A process can root out risks and secure your deal’s success. We’ll assess systems on both sides of the deal and give you a sound roadmap for moving forward.

technology-ma-due-diligence

Why choose us as your M&A IT consulting partner?

Your M&A strategy must align with your business objectives. As an experienced IT Mergers and Acquisitions consulting company, we’ve guided numerous partners through this rigorous and sensitive process.

  • We understand the risks and pain points and create a path to achieving optimal synergy between you and the target enterprise’s systems.
  • We apply an empathic approach to gain an in-depth understanding of technology infrastructure on both sides of the table.
  • We don’t just look at the challenges facing organizations from a hardware and software perspective but also from a people perspective.

Your fully integrated, go-forward solution with a united and empowered IT team is within reach!

Stories from the field

M&A Integration Strategy

Migrating systems during an M&A doubles business capacity

Our client in the energy sector needed a partner to develop an M&A IT integration strategy. Our recommendations and successful database migration empowered them to exponentially expand their fleet.

it mergers and acquisitions consulting

Conducting the technical due diligence to drive a solid deal

Our private equity firm client was in talks with a promising new SaaS company. We stepped in to assess both systems and offer recommendations, then led a successful database migration.

IT mergers process

Why IT needs to be involved early in the M&A process

One of the top three reasons that M&A fails is technology integration issues. In this article, we discuss four different ways that you can engage IT early on to up your chances of success.


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