Driving Value Across The Entire Investment Lifecycle
A Holistic Approach to IT Due Diligence – From Entry to Exit
Efficient and reliable IT is essential for a business’ performance and value. Technology is increasingly a key differentiator for investments. Therefore, it is vital for investors, prior to an investment, to see the full picture on potential IT value, risk and capability to support planned growth.
Our Private Equity Investment Cycle Services provide you with accurate key stage IT reviews and assessments, ensuring your investment value is realised. The IT Due Diligence services are designed to match your investment lifecycle so that we are with you every step of the way.
DISCOVER
Investment evaluation – high level review
Prior to taking your potential investment opportunity to diligence, our initial technology evaluation will provide you with valuable insight into potential threats and opportunities – assessing the robustness, security and scalability of processes, products, people and partnerships in meeting the current and future business needs.
OUTPUT
- Snapshot of investment opportunity/position
- Discover any immediate risks and possible hidden costs
- Define approach and scope for ‘deep delve’ IT due diligence
DESIGN
Define baseline for IT improvements
Leading on from the evaluation process, we will provide a comprehensive IT due diligence review, presenting findings and reports without the technical jargon and with key 100-day plan recommendations to help secure value and manage risk.
OUTPUT
- Gap analysis
- Strategy to address areas of weakness
- Required resources and priorities as part of 100-day plan
DEPLOY
Investment optimisation, driving partnership with management
Post 100-day actions, we will assist in the delivery, ensuring key banking requirements are met, mitigating potential IT business impacting risks. We will also implement key opportunities to drive the value of your investment, increasing reliability and ensuring the IT is scalable to match the current and future needs of your investment.
OUTPUT
- Completion of 100-day plan actions
- Key performance indicators and measurements in place
- Drive values and efficiencies
DELIVER
Investment realisation achieved, profiting from established management relationship
At this stage we would complete a detailed technology exit review, this should be completed 6-12 months prior to any potential sale.
OUTPUT
- Valuation achieved
- Clean bill of health
- Technology return on investment
Key Benefits of Private Equity Investment Cycle Services
- Uncover the key IT risks and barriers which could affect the deal pre-completion
- Identify migration plans
- Ensure technology is scalable, robust, reliable, cost effective and secure
- Leverage the experience and technical knowledge of PE specialists
- Enable IT to underpin business objectives for organic and acquisition growth
Client Testimonials
Beech Tree PE benefit from cost effective and informed due diligence reporting