Technology & operational due diligence
Decision-ready insight into systems, data, infrastructure, security, operating risk, cost, and Day 1 implications—without the fluff.
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Technology advisory for M&A, carve-outs & integrations
Complex change.
Clear ownership.
Measurable outcomes.
Senior, hands-on technology leadership for PE sponsors and management teams—from diligence through Day 1, TSA exit, integration, and operational value creation.
20+years leading change
$2.2Bcarve-out
15%vendor cost reduction
Who we work with
- Private equity deal teams
- Operating partners, COOs & portfolio leaders
- Corporate development & integration leaders
Capabilities
Senior leadership where strategy becomes execution.
The work is rarely just technical. It requires clear decisions, aligned teams, and an operator who can move from board-level intent to the details that determine whether a transformation succeeds.
Carve-outs & TSA exits
Separation strategy, Day 1 readiness, TSA governance, standalone environments, cutover control, and clean exits from parent-company services.
Post-acquisition integration
Integration leadership across operating model, applications, data, infrastructure, security, vendors, and synergy delivery.
IT transformation
Practical roadmaps that stabilize delivery, modernize the technology estate, strengthen governance, and turn strategy into measurable progress.
Infrastructure modernization
Cloud and hybrid platforms, identity, network, workplace technology, resilience, cybersecurity, and vendor rationalization.
Executive advisory
Interim CIO leadership and direct counsel to sponsors, boards, and management teams when the mandate is urgent, complex, or under-owned.
Selected work
Representative mandates.
Complex situations made governable through direct leadership, practical structure, and relentless focus on the operating outcome.
Carve-out · Healthcare
Separating a $2.2B regulated business without disrupting the operating core.
Led TSA governance and technology workstreams spanning infrastructure, applications, security, end-user computing, and third parties.
View mandate detail
Established the executive cadence, decision rights, risk ownership, and separation priorities needed to coordinate seller, buyer, and vendor teams in a regulated environment.
- $2.2B
- transaction
- Regulated
- environment
- TSA
- governed
Acquisition integration · Financial services
Moving a cross-border acquisition off transition services on a six-month clock.
Directed interdependent work across identity and SSO, device rollout, reporting and data, network and data center, content migration, and security.
View mandate detail
Converted a compressed TSA window into an accountable workstream plan, drove cross-functional decisions, and kept operational dependencies visible from close through exit.
- 6 mo
- TSA window
- UK + US
- teams
- Close → Exit
- ownership
IT transformation · PE-backed distribution
Rebuilding IT execution while lowering vendor cost by approximately 15%.
Served as interim CIO to modernize infrastructure, improve reporting and automation, rationalize vendors, and introduce data-led forecasting.
View mandate detail
Reset the operating model around business priorities, created a pragmatic modernization roadmap, and improved both execution discipline and the technology cost base.
- 15%
- vendor reduction
- Interim CIO
- leadership
- Data + AI
- roadmap
Start a conversation
Have a mandate that cannot drift?
Let's make the outcome, ownership, and path forward clear.
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Prefer email? info@techadvisory.net