As a part of the Tech Diligence newsletter, I released a set of high-level questions that your team should ask that address two objectives: They are high-level specifically to find squishy answers and drill down on them. Ultimately, it is the combination that will give you, the final decision-maker, a clearer picture of what the level of effort will look …
Tech Diligence Checklist
Since starting the Tech Diligence list, I shared a couple of tools that I’ve used for helping my clients establish a baseline before they start looking at target companies and when they have a company in mind. Now I share the list with you in the hopes that it will help with your scoping efforts. If you find this helpful, …
What is your preferred medium for writing? BTW, I have something new to share.
Announcing a daily email list focused on the tech side of due-diligence
The Impact of Open Source on an Acquisition
Do you know what the impact open-source will have on the tech you’re just about to inherit? It is my belief, the changing market dynamics, more than anything else, poses the greatest threat to your tech stack post-acquisition.
The Cost of Legacy on a Potential Aquisition
If you don’t think a company’s tech matters, think again. This is the single biggest risk and hidden cost when it comes to making your day one target and realizing the cost savings you were banking on with the acquisition.
The one missing thing in the tech due diligence
While 2023 is considered one of the worst years from an M&A perspective in the last decade, this year is looking more optimistic given the interest rate guidance for this quarter and deal activity from the past quarter increasing by 6.5% according to Pitchbook. What this means is an optimistic outlook towards new deals, and one of the key parts …
App Migration or M&A Integration: What Is the Difference?
When embarking on a new migration project, my process goes something like the following: This approach is similar to most IT projects ranging from a standard upgrade to cloud transformation. This is also very similar to an M&A activity. There are a few differences though: In other words, there will be quite a few more balls in the air to …
The Poll Results
While the focus maybe different as well as the plan, the goal is ultimately the same. A couple of weeks ago, I ran a poll on LinkedIn asking the question about what the audience thought made up the majority of M&A activities. Given my audience and personal experience, the winning option of technology makes sense. The thing I want to …
Legacy Systems in the Airlines – Going from SNAFU to FUBAR in 2 Days
“You cannot neglect your infrastructure. Just like the world around you changes, so must it to keep up with your growing business. You ignore this at your peril.” I’m going to take a break from the Saxy Inc. series to provide my $0.02USD on the debacle of the previous week: the meltdown of Southwest Airlines. Especially since I was one …
What on Earth Happened?
A great majority of the cost in an M&A is on the IT side, and you CANNOT skip due diligence. Once the beat finally dropped, and Charlie picked himself off the floor, the gravity of the situation began to sit in like a dropped beat. He’s fairly familiar with the Claranetters, and even has a few colleagues there as well. …










