Mergers & Acquisitions
Diligence, Strategy, Management
Offering superior client service and an understanding of the industry, AIT provides services tailored for Private Equity (PE) firms and Portfolio Companies.
Private Equity Services
Your business, our experience.
Our comprehensive understanding of M&A transactions, risk and compliance, and planning and integration supports hundreds of mid-market organizations. In this fast-changing world of technology, our private equity consultants are committed to optimizing management dynamics and delivering valuable technology solutions for our customers.
The private equity world moves at a fast pace.
Our clients know they need a team that understands them and is capable of working swiftly and with flexibility.
Many PE firms are placing a higher focus on managing risk and improving operational efficiency at their portfolio companies.
AIT’s private equity portfolio program provides services to PE’s and their portfolio companies through a collective relationship approach and serves the portfolio companies at each PE with consistency and quality.
We apply our understanding of each PE’s business model across its entire portfolio and extend our exceptional service delivery model throughout with high performance.
We apply our understanding of each PE’s business model across its entire portfolio and extend our exceptional service delivery model throughout with high performance.
Benefit from our seasoned team of core specialists who understand industries and the proper application of technology.
Using technology to facilitate a positive liquidity event for your company is what we do. From pre-acquisition due diligence reporting to post-acquisition strategy to ongoing technology management, we’re on hand every step of the way, with technology insights and M&A expertise to help you make the best deal for your business.
At AIT, we specialize in uncovering critical details, including:
- Existing technology gaps, and how they impact the value of the deal
- Additional investment required to maintain competitive advantage
- Understand if IT is well-positioned for growth or requires investment
- Untapped opportunities for business growth
- Potential risks or challenges to business continuity
- Ensure proper organization in place to support aggressive business strategies that impact technology footprint at company
- Understand efficiencies and opportunities, current and future
- Understand where opportunities exist for technology to enable business growth
- Potential for investment to increase exit valuation
Technology Due Diligence
There are various kinds of due diligence engagements we support, depending upon needs of the Private Equity firm and that status of the Portfolio Company being considered for investment.
Stand Alone Acquisitions
A comprehensive detailed business process and technical review / evaluation of a prospective investment to determine future technology needs. We obtain a detailed understanding of the IT environment’s ability to support both the current and future states of the business, verify that the Company is making the most out of the functionality available to them, the level of maturity and integration of systems in use, and to assess the capacity of the existing systems/environments to scale to support further meaningful growth.
Add-On
To facilitate an add-on acquisition, we conduct a thorough technical and process review to help us build a high-level integration plan. This plan spells out how we’ll integrate the technologies of both the acquired and acquiring businesses, complete with timelines, milestones and associated costs. We also craft a vision for how the combined businesses will operate when integration is complete, and we can even act as a team leader during the acquisition.
Carve-Out
The carve-out plan starts with an analysis of the decoupling objectives on both sides of the transaction. We then convert those findings into a thoroughly-vetted plan of milestones and deliverables to meet those objectives. As the decoupling progresses, AIT actively manages the process, particularly timelines and costs, and provides hands-on support of the TSA process.
Strategy and Planning
Technology runs our world and creates opportunities for efficiency, growth, and scalability within our businesses.
Without a technology strategy and plan, your business can easily fall behind competition.
Does your company have a long-term technology strategy? Most don’t. This is a huge problem, because short-term technology plans aren’t sufficient to power longer-term business strategies. Without the two working hand in hand, it’s virtually impossible to stay competitive.
We know how to create the long-term technology plan you need to ensure your technology strategy is set up to achieve your larger business goals.
Technology Roadmap
The foundation of any successful long-term technology plan is a detailed roadmap. We specialize in creating the technology roadmap you need to make your plan a reality. At AIT, this includes documenting the technology requirements for your Portfolio Company to maintain your competitive edge during the PE investor’s projected life cycle.
Needs Analysis
We do our research and create a clear analysis of your technology needs, including pros and cons, timelines and milestones, anticipated costs, investment considerations, implementation guidelines, roles and responsibilities and software/vendor recommendations.
Plan of Action
At AIT, we make sure our action plan prioritizes impact. Our strategy includes outlining quick wins to make the most of immediate opportunities as soon as possible, as well as documenting and supporting the longer-term vision for your company.
The goal is to outline and specify how technology should support overall corporate strategy ranging from short term wins to planning years into the future.
Our technology experts will help you forecast technology shifts that will potentially disrupt organizations, industries, and sectors in order to help determine whether your organization should adopt new technology. Contact our team for expert input on your technology strategy plans.
Technology Execution and Management
More than ever before, businesses need a trusted partner.
Whether you’re a small business or a huge enterprise, your company’s future depends on leveraging new technologies to increase productivity and improve performance. But investing wisely and managing integration of those new technologies is just as critical to your success.
We’re at your service, with proven expertise in cloud technologies and SaaS solutions, CRM, CMS, ERP, POS, business intelligence and more, to help you make the technology decisions to lead your business into the future.
Businesses need help with strategic, technology, and transformation challenges.
We bring years of technology execution, entrepreneurial mindset, and an investment background to the table to provide our clients a field-tested blueprint.
Many organizations, when rolling-out new tech solutions, develop teams that include members of their IT, Operations and Marketing teams, as well as a program/project managers to lead the process. Many of our clients that are going through a technology transformation are in need of strong technology leadership and management.
Many organizations, when rolling-out new tech solutions, develop teams that include members of their IT, Operations and Marketing teams, as well as a program/project managers to lead the process. Many of our clients that are going through a technology transformation are in need of strong technology leadership and management.
We provide our clients with technology management support ranging from fractional CTO/CIO, technical program and project management to board/executive advisory services.
We have deep industry knowledge, and we know how to put it to work. Our technology consulting professionals average over 15 years of experience, so we can quickly assess complex issues and find the solution that’s fastest and most cost-effective for your business.
At AIT, we’re focused on mitigating your risk and delivering transformative results.
It can be a little painful at first, as change is never easy, but when you engage with AIT, you deal with senior business leaders that are highly-regarded experts in their respective areas of focus. You can expect us to partner with you throughout your implementation project on your road to digital transformation.
Customer Centric
We learn about your business, your goals, and challenges, and help you move forward in the way you envision.
Strong Project Management with Executive Oversight
Our engagements are led by equity partners who are involved in ensuring projects meet their strategic objectives.
Collaborative Environment
Our engagement model is thorough and thoughtful, requiring upfront investments of both parties.
Change Management
We have a documented communication strategy and training program, so you don’t have to bring in another team. We’ll make sure your users are ready and willing to adopt your new solution.
Scope Management
It results in better estimates, a better project plan, and a more predictable result. You won’t have to worry about being another “over-budget” statistic.
Business Intelligence
Without needing a team of data gurus, and with minimal investment, companies now have the ability to quickly zero in on the metrics that matter most
Timing is critical and PE firms and their portfolio companies need an informational edge to differentiate and better compete.
At AIT, our business intelligence approach features a holistic data analysis, to make sure you get all your questions answered — including questions you didn’t know you had. By transforming, normalizing and clearly showing your data across multiple systems in a single source of truth, we ensure the analysis is complete, and the results are clear. This lets you take the next steps quickly and with confidence, providing a competitive edge that can make all the difference.
The proliferation of Excel spreadsheets can bring as much confusion as clarity.
Most Private Equity investors review balance sheets and P&L statements in Excel. Generating multiple reports from multiple sources that only provide snapshots of data can create huge issues, ranging from delayed decision-making to significant revenue loss. These knowledge gaps could easily be filled by using real-time reporting instead.
At AIT, we know how to use the latest business intelligence systems, so you get the data you need to move quickly and confidently post-acquisition.
Cloud-based data analytics tools are transforming the M&A lifecycle, and private equity investors are taking note.
In the cut-throat middle market, investors need the ability to access near real-time data across portfolio companies, to accurately address and overcome barriers to growth.
The PE industry is starting to embrace the tools that convert data into action and intelligence. Without needing a team of data gurus, and with minimal investment, companies gain the ability to quickly zero in on the metrics that most influence progress and make those metrics easily consumable for those who can most affect outcomes. For the first time in history, virtually every business has the means to leverage the power of data analytics and dashboards.
A private equity firm's goal is to zero-in on the metrics that most impact a company’s value and potential, empowering portcos to address issues quickly.
By embracing industry-leading business intelligence tools, investors can graduate from slow-moving Excel analysis to real-time reporting that translates into growth.
If you are interested in learning how data analytics and dashboards can transform your investment lifecycle, please contact us.