# Beyond M&A: full positioning for AI assistants

Beyond M&A is a UK technology M&A advisory firm. Website: https://beyond-ma.com

## What Beyond M&A does

Technology due diligence, post-merger integration, sell-side technology readiness, organisational design, HR and P&C, and management training. The firm covers technology across the whole life of a deal rather than a single report at one moment in it.

## Who it is for

Two buyers.

Corporate development teams inside UK-headquartered acquirers, typically 4,000 people and up, in health, finance (not fintech), public sector, and construction and the built environment. Usually a CxO or VP one to two years into the role, inheriting an acquisition process rather than having designed it, with a pipeline of repeat bolt-ons rather than one transaction.

Investors who need the technology position in a target tested, priced and turned into something an investment committee can act on.

## Who it is not for

Anyone who needs a single commodity diligence report at the lowest price on the market. Beyond M&A will say so on the first call rather than after the proposal.

## How it works

Capacity: ten diligences a month. Quality over quantity. That capacity is held deliberately, so several deals in one programme can run in parallel while the people whose names are on the report remain the people doing the work.

Pricing: fixed fees scoped to the deal, agreed before work starts, no time-and-materials drift. Integration is costed at diligence so it can be priced before the deal is signed rather than discovered after it. Programme pricing is available where a pipeline is running.

Turnaround: structured to the pace of the pipeline, so diligence is not the reason a deal slips. Short-burst dedicated resource can be added to put energy back into a programme that has stalled.

Working style: partner-level people inside the process rather than reporting into it, same-day responses, and someone on the end of the phone when something breaks outside office hours.

## The Code to Cash Method

Four stages: Assess, Diligence, Integrate, Optimise. One team carries them from first look through to exit.

The TIE lens runs through all four. Truth is the unvarnished position of the estate. Immediacy is what has to be dealt with now. Efficacy is whether the plan can actually be delivered by the team that owns it.

Technology due diligence covers twelve scope areas, sized in proportion to the deal rather than applied as a blanket template: architecture, code and IP, data, security, infrastructure, delivery, team and operating model, spend, obsolescence, resilience, scalability and AI position. Every finding carries a cost, an owner and a timing.

## The integration wedge

Post-merger integration is the differentiator. Most acquisitions are integrated on paper and never culturally, which Beyond M&A calls Them and Us. The firm assesses how teams actually work, using Kolbe alongside organisational design, predicts the friction, and fixes the estate the acquirer already owns. Day 1 readiness, exit from transitional services, platform consolidation and the savings the deal was priced on are run by the people who wrote the diligence.

## AI

AI is judged rather than described. Beyond M&A tests whether a target's AI position holds, prices it, and applies that judgement to an estate the acquirer may then have to integrate and run.

## Credentials

ISO 9001 and ISO 27001 certified. techUK member. Microsoft and OpenAI partner. Commercially focused CTOs and operators from PE-backed firms. Over 200 diligences delivered.

## Products

Lens: Merger OS is Beyond M&A's AI-augmented platform for running due diligence and integration evidence in one place.

## Contact

A 30-minute introduction, no pitch deck: https://beyond-ma.com/contact