IT Due Diligence
We help private equity firms in assessing both the technical and strategic aspects of IT operations to ensure alignment with the investment thesis. Our team delivers actionable insights into risks, opportunities, and value levers—whether on the buy-side or sell-side. With experience across a wide range of deal types and industries, we tailor our approach to go as broad or deep as each situation requires.
Value Drivers
Target Viability Confirmation
Validate that IT systems, practices, and organization are stable, reliable, and fit for purpose.
Scalability for Growth
Assess whether IT environment and support model can scale with projected growth and identify necessary investments to enable that growth.
Alignment with Investment Thesis & VCP
Provide targeted recommendations that directly support planned value creation levers through cost reduction, revenue enablement, or platform integration.
Risk & Cost Exposure
Highlight operational risks and cost drivers that could lead to disruption, delay, or valuation impact post-close.
Key Areas of Focus
- Evaluate business model and industry factors that impact IT requirements.
- Identify transaction type (e.g., carveout, bolt-on, or platform).
- Assess how IT enables the investment strategy and exit plan.
- Confirm IT strategy supports overall business objectives and long-term vision.
- Evaluate the role of technology in driving competitive advantage and innovation.
- Identify gaps and investments required to support future state vision.
- Assess IT leadership, team structure, capabilities, and key personnel dependencies.
- Review reliance on third-party vendors, contract terms, and support models.
- Benchmark historical and projected IT OpEx/CapEx against industry norms.
- Analyze critical applications for scalability, reliability, and business alignment.
- Map core business processes to their supporting applications and systems.
- Identify risks, limitations, or dependencies that could impact value realization.
- Assess infrastructure scalability, performance, and alignment with growth plans.
- Evaluate data centers, cloud architecture, networks, and end-user environments.
- Identify bottlenecks, vulnerabilities, or inefficiencies that may impact future operations.
- Review security policies, controls, and practices.
- Evaluate cybersecurity team, tools, and incident response readiness.
- Assess industry compliance risks (GDPR, HIPAA, etc.)
- Evaluate custom software functionality, performance, and scalability.
- Assess code quality, documentation, technical debt, and development practices.
- Identify security vulnerabilities, license risks, and confirm IP ownership.
- Evaluate compatibility with acquirer’s existing platforms.
- Identify integration risks and provide a roadmap for post-close integration.
- Highlight synergy opportunities and associated enablers or blockers.
ValueBridge
Our proven IT diligence methodology, refined over 20 years, evaluates the strategic fit of IT systems with business objectives. We uncover technical debt, assess the strengths and limitations of current technologies, and identify areas of risk, synergy, and opportunity. Our actionable insights support your investment thesis—enhancing value, mitigating risk, and ensuring a comprehensive, value-driven evaluation.
ValueBridge
Our proven IT diligence methodology, refined over 20 years, evaluates the strategic fit of IT systems with business objectives. We uncover technical debt, assess the strengths and limitations of current technologies, and identify areas of risk, synergy, and opportunity. Our actionable insights support your investment thesis—enhancing value, mitigating risk, and ensuring a comprehensive, value-driven evaluation.
“Performance Improvement Partners consistently provides us with IT experts and practitioners who contribute to our team in meaningful ways. Management and consultants listen to our needs, identify the root cause of challenges, and deliver practical solutions that have a significant impact on the business.”
“Since 2003, PIP has provided us with sophisticated solutions that support the unique technology needs of our Private Equity Firm. At the same time, they make the complex simple – particularly for our portfolio companies — breaking implementation down into manageable parts. PIP is our go-to technology partner thanks to their ability to listen, understand, and consistently create solutions that act in the best interest of both our firm and our portfolio companies.”
“My 10 years of partnership with Performance Improvement Partners has led to significant value creation across our portfolio. Their approach is both sophisticated and pragmatic, resulting in over a dozen successful enterprise system implementations. Our portfolio companies have nothing but good things to say about PIP, which we too have witnessed in their strong operational and technical expertise.”
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.
