M&A Advisory

Is the technology asset actually worth what the deal says it is? Independent code, architecture, and infrastructure review — the same work that once changed a nine-figure acquisition decision at First American Title.

Preparing a technology organization to withstand PE buyer scrutiny. Architecture documentation, technical debt remediation, AI capability positioning, and the narrative work that shapes how buyers perceive what they are acquiring.

AI capabilities are driving deal premiums — but many claimed capabilities are thin wrappers. A CAIO-level assessment that examines model architecture, data assets, RAG implementation, and production readiness before they affect the deal.

Can these two companies' systems actually function as one — and at what cost? Integration architecture assessment maps the post-merger integration topology, identifies legacy complexity, and produces the roadmap and cost estimates that deal modeling requires.

Is this codebase worth acquiring at all? Is the data asset real? A hands-on review of code architecture, technical debt, data quality, and security posture — the same work that led to a recommended walkaway on a nine-figure acquisition at First American.