One weak company can turn a portfolio’s cyber insurance renewal, transaction, or board meeting into a difficult conversation. A portfolio security baseline sets a common floor across all twelve portfolio companies. Tools and local processes can differ. What matters is knowing which controls cannot be missing, who owns the gaps, and when a local exception […]
Portfolio Security Baseline for 12 Companies Read More »
Technology rarely turns into EBITDA simply because a business buys a better platform. PE operating partners create value when they connect technology to a business problem, an accountable initiative, a measurable outcome, and a deadline. Your portfolio company may be growing, but growth often exposes weak systems, tool sprawl, unclear ownership, rising cyber risk, and
How PE operating partners turn technology into EBITDA Read More »
A deal can look financially attractive until you examine the systems that keep the business running. Cyber threats can turn weak access controls and untested backups into expensive post-close problems. Aging platforms and undisclosed incidents can increase cyber risk, driving remediation costs and lost operating capacity. Cybersecurity due diligence helps you evaluate a transaction in
Cybersecurity Due Diligence Red Flags That Cut Price Read More »
In middle market leveraged buyouts, an add-on acquisition can look small in a purchase model. It can still create a large technology problem. When you combine a target with a platform company, identity, data, vendors, and cybersecurity must work together. Decision rights must also be clear before the promised EBITDA improvement shows up. Private equity
Add-On Acquisitions: A Tech Integration Playbook Read More »
A target can look attractive on paper during mergers and acquisitions, but hidden technology problems can threaten revenue, post-close value, and the integration plan, making buy side due diligence essential. A buy side technology due diligence checklist helps you test whether the systems, people, vendors, data, security controls, and technology costs support the investment thesis.
Buy-Side Technology Due Diligence: What Kills Deals Read More »
A security budget is not an IT expense report. For Private Equity firms, it serves as evidence of how well a portfolio company understands risk, protects revenue, supports the investment thesis, and prepares for an eventual exit. Low spend is not always efficient, and high spend is not always mature. You must read the budget
How to Read a Portfolio Company’s Security Budget Read More »
A deal can look clean until you ask the wrong questions. The seller has a polished deck, the demo runs fine, and everyone sounds confident. Then you start digging and find technical debt, vendor dependence, shaky security, and a roadmap held together by hope. That is where technology due diligence matters. Whether you are leading
Technology Due Diligence Questions CEOs Should Ask Before Buying Read More »
In the fast-paced world of M&A transactions, a mid-market deal rarely falls apart because of one ugly system. Instead, these acquisitions typically collapse because the buyer identifies a pattern they do not trust. That pattern emerges quickly during the evaluation phase. Weak ownership, messy reporting, rising cyber exposure, and heavy vendor dependence all tell the
Technology Due Diligence Red Flags That Kill Mid-Market Deals Read More »
When you are evaluating a potential transaction in the private equity or M&A landscape, the cleanest story in the room is often the least trustworthy. Technology due diligence serves as a core pillar of a successful investment thesis, allowing you to verify whether the systems, security, data, and leadership of a target company can truly
Technology Due Diligence Before an Acquisition or Investment Read More »
You closed the deal. The financial models looked solid. But three months post-acquisition, the portfolio company’s tech team admits they cannot patch a critical vulnerability without risking a core system outage. The real cost of inadequate cyber diligence is not just a potential breach. It is the drag on growth, the erosion of trust, and
10 Cybersecurity Questions to Restore Control at Your PE Portfolio Company Read More »
