Commercial & Technology Diligence
Our team brings deep experience on both the buy-side and sell-side. We know where to look for hidden problems, and hidden value. We specialize in commercial and technology diligence tailored for firms acquiring or investing in tech companies. We understand the financial and reputational risks of bad deals, and what good looks like.
Buy-side Advidory
Engaging early is key to vetting an investment and shaping its success. We partner with you to validate the investment thesis and design a diligence program that covers commercial, technical, and operational workstreams. Our aim is not just to confirm what is, but to uncover opportunities and challenges that impact post-investment integration and value creation.
We can support post-deal transformation projects and Board reporting. We typically work with:
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Private Equity Firms: Supporting end-to-end diligence, from initial assessment through detailed evaluation of technology assets, scalability, and risks.
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Strategic Acquirers: Helping internal M&A teams validate assumptions, design integration plans, and ensure strategic fit.
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Family Offices: We help Family Offices who are making direct investments in companies, that need additional expertise throughout diligence and post-investment planning.
Outsourced Operating Partners
Our team has a great deal of experience working for and working within Private Equity. Many of the MBA team have worked at senior levels within PE firms, and as sr execs in PE-backed companies.
We can work throughout the deal life-cycle as outsourced operating partners. Although external, we engage as if we were operating partners on the deal term to help with:
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Investment Thesis Validation: Engaging early to evolve and validate your hypothesis.
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Technology & Product Due Diligence: Assessing the scalability, security, and competitive positioning of technology assets.
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Operational Integration Planning: Identifying key areas of focus for a successful post-acquisition integration and value realization.
We Know Where to Look
At MBA, we bring a practical perspective shaped by our real-world experience in buying, selling, and building technology companies. Our M&A advisory service is tailored to ensure a successful deal, one that delivers on the promise of value for both sides.
Our experience leading multiple buy and sell processes means we know where to look for risks that Management would prefer to bury, as well as for value that existing ownership hasn't identified and represents upside to the investment thesis.
Sell Side Advisory
Having been on the sell-side ourselves, we understand the intricacies involved in preparing a business for sale. Our team helps founders and business owners think through their exit strategy well in advance of a transaction, ensuring the business is prepared for due diligence, and optimizing value. Whether you're considering an exit soon or planning several years ahead, we help with:
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Pre-Sale Planning: Working with owners 18-24 months in advance to maximize value and create a compelling story for potential buyers.
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Diligence Readiness: Ensuring all business functions are prepared for a buyer’s diligence process, from financials to technology systems.
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Collaboration with Advisors: Partnering seamlessly with investment bankers, legal teams, and accountants to ensure a cohesive approach.
We Provide
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Integrated Insights: Combining commercial, operational, and technical perspectives to provide a complete view of opportunities and risks.
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Experienced Practitioners: Our team has direct experience in M&A—from founding, scaling, and selling companies to acquiring and integrating businesses.
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Early Engagement Focus: The earlier we engage, the more value we can add. We pride ourselves on being hands-on from the start, working alongside you to evolve the investment thesis and inform strategic decisions.
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Board Monitoring: we can work over a longer term horizon to provide consistent Board reporting on the progress of an investment/acquisition as part of our outsourced operating partner model.
Considering a deal?
We engage at different times in the M&A lifecycle, but typically after a target has been identified. Typically, we will engage early in the deal process to help validate and evolve the investment thesis. If we're helping on the buy-side, we'll then help pre-offer, as well as post-term-sheet. If you're looking at a technology asset as a possible acquisition or investment target, let's talk and see if we can help.