Business- and technology-focused evaluations are critical parts of the due diligence process when firms choose to expand their footprint through acquisition. The CTO of a leading human capital management company asked Metis Strategy to help conduct pre-transaction due diligence on a targeted professional services company and help IT deepen its understanding of the target company’s product platforms, technology infrastructure, expertise, and organizational structure ahead of a possible acquisition.
The Metis Strategy team participated in the target company’s product demonstrations and subject-matter expert interviews, reviewed and analyzed all available target company artifacts, and analyzed findings from technical and infrastructure deep-dives with the target company’s stakeholders. The team took the following actions to expand the analysis:
Metis Strategy’s assessments helped the client’s corporate development, product, and technology leadership identify product synergies, integration risks, and areas in which investment would be needed to ensure a smooth integration. Metis Strategy provided the CTO and his leadership team with a list of pre-close and first-100-days merger integration items as well as an estimated budget to address them.