Due diligence scorecard (crib sheet)

Tech Diligence Crib Sheet

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 …

M&A Checklists

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, …

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 …

Would you like to take a survey?

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 …