Value Creation Diagnostic

For PE deal partners and operating partners

Tech diligence and transaction execution built for the deal clock

Engineer-led buy-side diligence that fits inside exclusivity, and Day-1 execution plans the portco can run. We also prepare sell-side data rooms and plan carve-out and add-on integration.

See the 5-Day Tech Diligence See the Data Room Sprint
A pencil sketch of wooden survey stakes joined by taut string across bare ground, with a rolled survey drawing beside the first stake, illustrating diligence findings laid out as the first workstreams.

After the close

Diligence the portco can build from

Every deal moment runs on the deal clock, from buy-side diligence to the add-on that follows it. Findings need to be sharp enough for IC and specific enough that the portco can build from them once the deal closes.

We strengthen sponsor and management-team execution capacity. We do not replace the judgment of the deal team, operating partner, or management team.

What the work supports

Deal confidence
Clear visibility into technology and data risk, including integration and modernization exposure, before exclusivity and IC.
Day-1 operational readiness
Integration and data priorities translated into a buildable Day-1 workflow plan for the portco.
Synergy and integration discipline
Synergy themes tied to the specific workflows and systems the portco can actually change.
Exit-ready posture
Technology and operating evidence positioned to hold up at the next transaction.

Across the deal

Where we plug in across the deal

Buy-side diligence and sell-side readiness, with carve-out and add-on integration planning in between. Each deal moment links to the sprint that covers it.

  • Buy-Side Tech Diligence

    Engineer-led assessment of platforms, data, integrations, security, vendor risk, and modernization debt with IC-ready findings.

  • Day-1 and 100-Day Execution Plan

    Diligence findings translated into named workstreams with owners, sequenced for the first hold-period quarter.

  • Carve-Out and Add-On Integration

    Systems and data planning for carve-outs and roll-ups, so each add-on lands without losing operating tempo.

  • Sell-Side Readiness

    Technology cleanup and data-room preparation ahead of going to market, with the KPI evidence buyers will ask for.

  • Exit-Ready Cost Takeout Sprint

    A 60-day pre-exit sprint described on its own page, including its fee structure.

From memo to workstream

From diligence findings to value creation workstreams

The themes that surface under exclusivity should become the workstreams that drive the first 100 days and the broader hold-period plan.

  1. Findings worth executing

    Identify the diligence themes that should become real workstreams after close, so they keep their context after IC.

  2. Workstream design

    Translate each theme into named scope with an operating owner, listing the systems and data dependencies it touches.

  3. A cadence the sponsor already uses

    Sequence the work against the hold-period clock and the management cadence the sponsor already uses.

Keep going

Transactions

Read and plan

Start with the deal

Bring the deal or the post-close integration plan

In a diagnostic conversation, we will help identify the first workstream worth turning into buildable scope after close.

Request a Value Creation Diagnostic

Keep confidential deal information out of the initial request. A general description is enough to start.