Technology Due Diligence & Implementation
We assess technology for investors evaluating a deal and for businesses planning their own upgrade, then deliver the changes that follow.
Due diligence, before and after the deal
An independent read on whether the technology supports the investment case.
Due diligence, before and after the deal
An independent read on whether the technology supports the investment case.
- Review of scalability, readiness, vendor risk and value potential
- Findings framed around the investment decision
- Applicable pre-deal and post-deal
Current state and target operating model
Mapping the technology estate as it stands and defining where the business wants it to be.
Current state and target operating model
Mapping the technology estate as it stands and defining where the business wants it to be.
- Current operating model assessed across processes, automation, data architecture, analytics capability, systems and technical skills
- Position on IP identification and protection, and on risk management, established as part of the baseline
- Target operating model defined around automated processes, integrated data systems, advanced analytics and modernised infrastructure
- Digital literacy, technology adoption and IP culture addressed alongside the systems themselves
- Gap register with priorities, dependencies and sequencing
Build, buy or partner
Deciding how to close the gap between the current estate and the target.
Build, buy or partner
Deciding how to close the gap between the current estate and the target.
- Options assessed across in-house build, third-party integration, and partnerships, joint ventures or acquisition
- Cost and benefit, time constraints, scalability and investment capacity weighed for each route
- Quality and size of the existing technical team set against what each route requires
- Potential synergies from partnerships and integrations assessed
- IP strategy, core competencies, cultural fit and suitability to corporate objectives
Architecture and code review
Assessment of what has been built.
Architecture and code review
Assessment of what has been built.
- Architecture, APIs and code quality assessed for modularity, security and maintainability
- Codebase and security audits for scaleups and spinouts
Security and resilience
Establishing how the business would handle an incident.
Security and resilience
Establishing how the business would handle an incident.
- Security posture, data governance and vendor risk
- Incident preparedness and response capability
Implementation and delivery
Carrying out the work the assessment recommended.
Implementation and delivery
Carrying out the work the assessment recommended.
- Integrations, upgrades and remediation to meet operational and regulatory requirements
- Technology stack rationalisation after a merger
- Platform integration for banks, fintechs and enterprises
- IP and data infrastructure review
- Project plan, resourcing, and vendor selection and management
- Course review and correction, with periodic updates to management
How we work
Understand the systems, audit and test, set out gaps, risks and priorities, then oversee delivery.
Who it's for
Banks, Financial institutions, Asset managers, Family offices, Private equity, Corporates