Technology Diligence and Integration

The technology inside your deal is a position. Know it before you sign.

Atticus Rowan gives sponsors and deal teams a clear, risk-rated read on the IT they are about to own.

Request a diligence call What we assess

Who this is for

Operating partners

You own value creation across the portfolio. We give you a straight answer on the technology you are inheriting, what it costs to fix and what can wait.

Deal teams in diligence

You are mid-process and the data room is thin on IT. We turn sparse evidence into a defensible, risk-rated position before you go hard.

Portfolio companies in transition

You are mid-carve-out or mid-integration. We run the technology workstream so your team can keep running the business.

What we do

Buy-side IT due diligence

A structured review of the target's technology estate during the deal window. You get findings in deal language: what is sound, what is exposed and what it means for price and terms.

Carve-out execution

Standing a business up on its own infrastructure, identity and security before the TSA clock runs out. Planned against the separation agreement, not against a generic playbook.

Post-merger IT integration

Consolidating systems, vendors and identity after close without stalling operations. Sequenced so the business keeps invoicing while the stack converges.

Post-close managed operations and compliance

Ongoing management of the environment we helped you buy. Security, support and audit-ready evidence under one accountable partner.

How an engagement runs

  1. Scope call

    We align on the deal thesis, the timeline and what evidence exists. You leave with a fixed scope and fee.

    Scheduled within 2 business days

  2. Evidence collection

    Data room review, management interviews and technical inspection where access allows. We work around your deal calendar, not the other way.

    1 to 2 weeks

  3. Findings and risk-rated brief

    A written brief that rates each finding by severity and cost, in language your investment committee reads without translation.

    Delivered in week 3

  4. 100-day plan

    A sequenced remediation and integration plan tied to the close date, ready to hand to whoever runs the work.

    Delivered with the brief

What a diligence brief contains

  • Environment and site inventory
  • MSP and vendor contract exposure
  • License portability
  • Security posture and incident history
  • Documentation and transition readiness
  • Remediation cost estimate
  • A recommendation: proceed, proceed with conditions or hold

Work we have done

  • Carve-out of a multi-site industrial manufacturer from its Fortune 1000 parent. Independent infrastructure, identity and security stood up ahead of TSA exit.
  • Buy-side technology diligence for lower-middle-market transactions where the data room held little more than an org chart and an MSP invoice.
  • 100-day technology plans sequenced against close dates, separation agreements and insurance renewal deadlines.
  • Post-close security programs built to hold up in front of insurers, enterprise customers and auditors.

Start the conversation

Jake Schaaf, Atticus Rowan. Deal timelines are real. We answer fast.