Due Diligence

Technical due diligence is an independent assessment of the technology, operations, product and cyber security of a company being bought, invested in or merged with. The principals run it for private equity firms, investment banks and acquirers, on the transaction's own timeline.

T Advisors gives investors and acquirers an unbiased third-party view of the technology, the team, and the operational realities behind the deal. Every engagement is run directly by the principals, so the questions asked, and the ones the team knows to ask next, come from people who have held the executive roles being evaluated.

On the technical side, the review evaluates current and proposed infrastructure, engineering management depth, the product portfolio and competitive roadmap, and the existence and value of intellectual property. On the operational side, it looks at the company's ability to function under pressure, how it manages by numbers, and how its information security posture stands up.

Findings are organized to map directly to the investment thesis: what is real, what is risk, what is opportunity, and what changes the diligence implies for the post-close plan.

What this looks like in practice

  • Technical evaluation of current and proposed infrastructure
  • Engineering management and team capability assessment
  • Product, IP, and competitive roadmap review
  • Operational and information-security posture
  • Findings mapped to the investment thesis
  • Independent third-party deliverable, NDA from day one

Track record. In the NewSpring Capital engagement the technical diligence was delivered within two weeks ahead of the firm's 100th portfolio investment.

Consulting Group . Due Diligence
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