Four practices for the entire deal lifecycle.

Pre-deal Assessment

Outside-in business assessment

An investor-grade outside-in view of a target's technology, team and market signals — before you commit to full diligence. Built for PE deal teams and corporate development looking to triage a pipeline quickly.

Deliverables

• —Outside-in technology and digital footprint analysis
• —Hidden risk signals from public and proprietary sources
• —Commercial red-flag triage report
• —Go / no-go recommendation with confidence levels

Technology Due Diligence

Commercially-focused, PE-fluent

The Tech DD we're known for — but the part most providers miss is what surrounds it. Our partners have run global technology functions; they speak investor language and translate engineering into commercial value.

Deliverables

• —9-area commercial scope: people, process, platform, security, data, AI, scalability, cost, roadmap
• —Investment committee-ready report — no jargon
• —Value creation hypotheses and 100-day inputs
• —Carve-out and integration risk read

Post-deal Advisory

Decades of hands-on integration

We don't disappear when the ink dries. From day one through to exit, we work alongside management — interim CTO/CIO leadership, integration programmes, platform consolidation and AI enablement.

Deliverables

• —100-day plan execution
• —Interim CTO / CIO / CPO leadership
• —Platform & back-office consolidation (see Ascend)
• —Value creation programmes and exit readiness

People & Kolbe Practice

The psychology of merging tech teams

Technology integration fails on people, not platforms. Using Kolbe assessments and decades of integration experience, we map team strengths, predict friction, and design the structure that makes the deal thesis deliverable.

Deliverables

• —Kolbe assessments for leadership and tech teams
• —Merger team conation mapping & friction prediction
• —Restructure and operating model design
• —Coaching for newly merged leadership teams

Bespoke AI for Portcos

PE-grade AI, built for value creation

Most portco AI is a demo that never reaches production. We build the opposite: bespoke AI applications scoped to a specific value-creation hypothesis, engineered to PE governance standards, and documented to survive the next Tech DD. Every decision the model makes is logged, explainable and defensible to regulators, auditors and acquirers.

Deliverables

• —Data readiness: lineage, licensing, governance and AI usage policy
• —PE-grade architecture: model routing, evals, observability, human-in-the-loop
• —Bespoke build aligned to one clear value-creation hypothesis
• —Run-the-app: monitoring, cost controls, model cards and exit-ready documentation