Merger Integration & Carve Out Services
MERGER INTEGRATION SERVICES
Merger integration services help companies smoothly combine their operations, systems, and cultures after a merger or acquisition. We can help you with:
- Integration rapid assessment
- Synergy assessment and validation
- Integration management office (IMO)
- Functional integration management (IT, finance, HR, etc.)
- Target operating model and organizational design
- Day 1/Day 100 planning and execution
- Communications and change management
- M&A integration playbook development
CARVE-OUT SERVICES (BUY AND SELL SIDE)
Carve-out services are designed to help companies separate a business unit, division, or subsidiary from its parent company. This complex process requires careful planning and execution, and we can help ensure a smooth transition with these services:
- Standalone/one-time cost analysis
- Transitional services agreement (TSA) assessment/development
- Vendor due diligence
- Separation/Stand-up management office (SMO)
- Functional separation/stand-up management (IT, finance, HR, etc.)
- Target operating model design
- Day 1/Day 100 separation/stand-up planning and execution
- Communications and change management
- Stranded cost rationalization
TECHNOLOGY DUE DILIGENCE
Technology due diligence is a comprehensive evaluation of a company’s technology assets and capabilities, typically conducted during mergers, acquisitions, or investments. We assess the ability of the targets’ systems or software, identify the strengths and weaknesses, and integrate our solutions to align with the future growth goals of the company. We can help you with:
- IT & cybersecurity due diligence
- Software due diligence (technology and technology-enabled businesses)
- Privacy due diligence
- IT target operating model design
Technology Transaction Service Offerings
IT Systems & Operations
Pre-Close (Deal Services)
- IT Due Diligence
- IT Carveout Assessment
Planning & Execution
- IT TSA Review
- IT Separation / Integration Planning
Post-Close (Value Creation Services)
- IT Separation / Integration Management
- Portfolio Company IT Assessment
- Software / IT Vendor Selection
- NetSuite Installation
Software
Pre-Close (Deal Services)
- Software Due Diligence
- Software Platform Carve-Out Assessment
Planning & Execution
- Software Platform TSA Review
- Software Platform Separation / Integration Planning
Post-Close (Value Creation Services)
- Software Platform Separation / Integration Mgmt.
- Software Platform Assessment (e.g., Hosting Optimization)
Pre-Close (Deal Services)
- Cybersecurity Due Diligence
Post-Close (Value Creation Services)
- Security Architecture and Engineering (e.g., Microsoft 365 Hardening)
- Security Incident Response and Recovery
- Digital Forensic and Litigation Support
- IT Risk and Compliance Assessment
Pre-Close (Deal Services)
- Data Privacy Diligence
Post-Close (Value Creation Services)
- HIPAA Assessment
- Privacy Impact Assessment
- Policy Analysis
IT Systems & Operations
Pre-Close (Deal Services)
- IT Due Diligence
- IT Carveout Assessment
Planning & Execution
- IT TSA Review
- IT Separation / Integration Planning
Post-Close (Value Creation Services)
- IT Separation / Integration Management
- Portfolio Company IT Assessment
- Software / IT Vendor Selection
- NetSuite Installation
Strengthening tech investments through software due diligence
As private equity investment in the technology sector (Opens a new window)(Opens a new window)(Opens a new window)(Opens a new window)(Opens a new window)(Opens a new window)(Opens a new window)continues to grow – driven by the sector’s high valuations and strategic importance – investors are under increasing pressure to justify their decisions. In a volatile market, understanding the technical foundation of a software product is critical.
The CohnReznick Advantage
The CohnReznick Advantage
Deep M&A experience with a focus on execution
With a deep understanding of market dynamics, the regulatory landscape, and strategic alignment, we guide our clients through every phase of the M&A process. Our focus on execution means we prioritize meticulous planning, rigorous due diligence, and effective integration strategies to maximize value and achieve successful outcomes.
Proven methodologies and customizable M&A playbooks
We leverage a wealth of experience and industry best practices to create customizable M&A strategies that align with our clients' unique goals and challenges. From initial planning and due diligence to integration and post-merger optimization, our comprehensive playbooks help ensure a structured and efficient process.
End-to-end M&A support
Our comprehensive approach spans pre-deal due diligence to post-deal value realization. We identify potential risks and opportunities, structure and negotiate deals aligned with our clients' strategic objectives, and focus on seamless post-deal integration and value realization.
Industry expertise to design an ideal future state
Our deep industry knowledge empowers us to help clients envision and create their ideal future state. By aligning our clients' visions with actionable strategies, we help them achieve sustainable growth and long-term success.
Related services
Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture.