MERGER INTEGRATION SERVICES

Merger integration services help companies smoothly combine their operations, systems, and cultures after a merger or acquisition. We can help you with:

Integration rapid assessment
Synergy assessment and validation
Integration management office (IMO)
Functional integration management (IT, finance, HR, etc.)
Target operating model and organizational design
Day 1/Day 100 planning and execution
Communications and change management
M&A integration playbook development
CARVE-OUT SERVICES (BUY AND SELL SIDE)

Carve-out services are designed to help companies separate a business unit, division, or subsidiary from its parent company. This complex process requires careful planning and execution, and we can help ensure a smooth transition with these services:

Standalone/one-time cost analysis
Transitional services agreement (TSA) assessment/development
Vendor due diligence
Separation/Stand-up management office (SMO)
Functional separation/stand-up management (IT, finance, HR, etc.)
Target operating model design
Day 1/Day 100 separation/stand-up planning and execution
Communications and change management
Stranded cost rationalization
TECHNOLOGY DUE DILIGENCE

Technology due diligence is a comprehensive evaluation of a company’s technology assets and capabilities, typically conducted during mergers, acquisitions, or investments. We assess the ability of the targets’ systems or software, identify the strengths and weaknesses, and integrate our solutions to align with the future growth goals of the company. We can help you with: 

IT & cybersecurity due diligence
Software due diligence (technology and technology-enabled businesses)
Privacy due diligence
IT target operating model design

Technology Transaction Service Offerings

  • IT Systems & Operations

    Pre-Close (Deal Services)

    - IT Due Diligence

    - IT Carveout Assessment

    Planning & Execution

    - IT TSA Review

    - IT Separation / Integration Planning

    Post-Close (Value Creation Services)

    - IT Separation / Integration Management

    - Portfolio Company IT Assessment

    - Software / IT Vendor Selection

    - NetSuite Installation

  • Software

    Pre-Close (Deal Services)

    - Software Due Diligence

    - Software Platform Carve-Out Assessment

    Planning & Execution

    - Software Platform TSA Review

    - Software Platform Separation / Integration Planning

    Post-Close (Value Creation Services)

    - Software Platform Separation / Integration Mgmt.

    - Software Platform Assessment (e.g., Hosting Optimization)

  • Cybersecurity

    Pre-Close (Deal Services)

    - Cybersecurity Due Diligence

    Post-Close (Value Creation Services)

    - Security Architecture and Engineering (e.g., Microsoft 365 Hardening)

    - Security Incident Response and Recovery

    - Digital Forensic and Litigation Support

    - IT Risk and Compliance Assessment

  • Data Privacy Governance

    Pre-Close (Deal Services)

    - Data Privacy Diligence

    Post-Close (Value Creation Services)

    - HIPAA Assessment

    - Privacy Impact Assessment

    - Policy Analysis

Strengthening tech investments through software due diligence

As private equity investment in the technology sector (Opens a new window)(Opens a new window)(Opens a new window)(Opens a new window)(Opens a new window)(Opens a new window)(Opens a new window)continues to grow – driven by the sector’s high valuations and strategic importance – investors are under increasing pressure to justify their decisions. In a volatile market, understanding the technical foundation of a software product is critical.

 
WHY COHNREZNICK?

The CohnReznick Advantage

Deep M&A experience with a focus on execution

With a deep understanding of market dynamics, the regulatory landscape, and strategic alignment, we guide our clients through every phase of the M&A process. Our focus on execution means we prioritize meticulous planning, rigorous due diligence, and effective integration strategies to maximize value and achieve successful outcomes.

Proven methodologies and customizable M&A playbooks

We leverage a wealth of experience and industry best practices to create customizable M&A strategies that align with our clients' unique goals and challenges. From initial planning and due diligence to integration and post-merger optimization, our comprehensive playbooks help ensure a structured and efficient process.

End-to-end M&A support

Our comprehensive approach spans pre-deal due diligence to post-deal value realization. We identify potential risks and opportunities, structure and negotiate deals aligned with our clients' strategic objectives, and focus on seamless post-deal integration and value realization.

Industry expertise to design an ideal future state

Our deep industry knowledge empowers us to help clients envision and create their ideal future state. By aligning our clients' visions with actionable strategies, we help them achieve sustainable growth and long-term success.
INSIGHTS

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OUR PEOPLE

Get in touch with our specialists

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David Morris

 Managing Director, Merger Integration and Carve-out Services – CohnReznick Advisory LLC
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Contact David David+Morris david.morris@cohnreznick.com

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