Sell-Side IT Diligence

We conduct comprehensive IT due diligence on portfolio companies preparing for sale—ensuring systems, processes, and strategies are optimized, aligned with business goals, and positioned to boost buyer confidence and maximize valuation.

Value Drivers

Increased Buyer
Confidence

Well-documented, secure, and scalable IT systems instill buyer trust, facilitating smoother negotiations and faster due diligence.

Minimized Risk &
Exposure

Proactively identifying IT risks, such as cybersecurity gaps, unsupported systems, or compliance issues, helps prevent late-stage surprises that could delay or derail the deal.

Clear IT Alignment with Business Strategy

Demonstrating how technology enables core objectives and growth strategies enhances its value proposition during the sale.

Enhanced Valuation &
Deal Price

A mature, efficient IT environment reduces perceived risk, supports integration planning, and contributes to stronger valuation outcomes.

Key Areas of Focus

1. Target Overview & Investment Thesis Context
  • Document the company’s industry, size, complexity, and business model traits that may impact IT.
  • Understand and describe the transaction context (e.g., carveout vs. standalone) and potential buyer scenarios.
  • Frame how existing IT capabilities support likely buyer investment theses.
2. Business Strategy Alignment
  • Evaluate whether current IT capabilities support business operations and strategic objectives.
  • Identify and document strengths or limitations in how technology supports differentiation or growth.
  • Provide commentary on areas where future investment may be required.
3. IT Organization & Spend Profile
  • Review IT leadership, team structure, and key dependencies.
  • Summarize major third-party relationships and contract exposure.
  • Analyze historical and forecasted IT spend to support buyer budgeting and benchmarking.
4. Business Applications Review
  • Identify business-critical applications and their supported processes.
  • Assess overall health, scalability, and support model of the application stack.
  • Flag legacy systems, custom dependencies, or integration constraints that may impact a buyer.
5. IT Infrastructure & Architecture
  • Review core infrastructure components (e.g., cloud, data centers, networks) and current-state architecture.
  • Comment on performance, scalability, and technical risk exposure.
  • Identify areas where infrastructure may need to evolve under new ownership.
6. Cybersecurity & Risk Posture
  • Review policies, practices, and controls in place for security, data protection, and incident response.
  • Summarize the company’s preparedness for common threats and compliance standards (e.g., SOC 2, GDPR).
  • Highlight areas of concern or investment need likely to be flagged in buy-side diligence.
7. Proprietary Software Review
  • Review functionality and scalability of proprietary applications.
  • Provide a high-level code review if in scope, assessing structure, documentation, and maintainability.
  • Identify IP ownership issues, license risks, or security vulnerabilities.
8. Integration Readiness Observations
  • Assess the general flexibility of the IT environment for post-sale integration.
  • Note any potential integration hurdles or transition service requirements.
  • Provide observations that may inform the buyer’s Day 1/100 planning.

ValueBridge

Our Sell-Side IT Diligence service identifies key IT risks and opportunities upfront—so there are no surprises. We deliver a concise, CIM-ready summary that builds buyer confidence and accelerates the diligence process, helping you protect value and maximize upside.

ValueBridge

Our Sell-Side IT Diligence service identifies key IT risks and opportunities upfront—so there are no surprises. We deliver a concise, CIM-ready summary that builds buyer confidence and accelerates the diligence process, helping you protect value and maximize upside.

 “The insights and strategies provided by Performance Improvement Partners
transformed our approach to technology. Their expertise has been invaluable in
driving our success.”
Scot Duncan
Partner

Outcome-Driven Focus

Ready to Turn Strategy Into Execution?

Connect with us to accelerate value realization in the first 100 days and beyond—with a partner who understands the urgency and complexity of Private Equity.