Applications
Business systems, custom software, versions, supportability and the business processes they enable.
M&A Advisory · Technology Audit
Create an evidence-based view of the technology estate, its risks and the work that deserves attention next.
A technology audit examines applications, infrastructure, cloud, security, data, licensing, vendors, technical debt and operating controls so leadership can separate material issues from background noise and move into focused action.
Evidence before assumption
Clearer risk prioritization
Action path after the report
Technology Estate Review
Build a structured view of what exists, who owns it and where material weakness sits.
Focus the transaction team on the technology evidence, dependencies and decisions that can materially affect value, continuity and execution.
Audit Coverage
Start from the estate, not from isolated symptoms.
The audit should connect applications, infrastructure, security, data, licensing and operating ownership so material risk shows up in business context rather than as disconnected technical observations.
Infrastructure & cloud
Hosting, networks, resilience, observability, cost profile and operating constraints.
Security & controls
Identity, access, vulnerabilities, security tooling, policies and incident readiness.
Data & integration
Critical datasets, ownership, quality, access patterns and dependency between systems.
Licensing & vendors
Commercial commitments, renewal risk, supplier dependence and rights that may not transfer cleanly.
Operating model
Key-person dependency, documentation, delivery routines and service ownership after close.
Evidence Before Opinion
An audit should distinguish verified facts, observed risk and recommendations.
Move from raw evidence to decisions the deal team can act on without overstating certainty or hiding the assumptions behind the conclusion.
Collect the evidence
Use architecture, inventories, contracts, system access, logs, documentation and stakeholder interviews.
Translate into findings
State what is weak, outdated, uncontrolled, unsupported or structurally difficult to change.
Frame the business risk
Show how the finding affects continuity, cost, scalability, security, deal value or integration effort.
Recommend next moves
Differentiate between immediate remediation, post-close prioritization and longer-term improvement.
Prioritize What Matters
Not every issue deserves the same urgency or investment.
Separate immediate exposure from near-term remediation and longer-horizon improvement so the audit drives disciplined decision-making instead of creating a flat list of problems.
Critical now
High business impact with immediate action required, such as exposed security risk, unsupported production dependency or continuity weakness.
Material next
Important risk or structural constraint that should enter the near-term roadmap and post-close planning.
Watch carefully
Lower-immediacy issues that need visibility, ownership and timing rather than reactive escalation.
Improve deliberately
Optimization or modernization work that becomes more useful when sequenced after urgent exposures are addressed.
Turn Findings Into a Roadmap
Make the audit useful after the report is delivered.
Use the audit to create a practical action sequence rather than a static findings deck. The point is not just visibility. It is motion.
Control immediate exposure
Address access, backup, critical security risk, unsupported dependencies, single points of failure and other urgent continuity issues.
Stabilize operations
Improve documentation, service ownership, monitoring, vendor dependencies, recurring incidents and visible technical debt.
Strengthen the platform
Plan architecture improvement, modernization, lifecycle upgrades, tooling changes and capability-building where the business case is clear.
Named owners
Decision rationale
Timing and dependency view
Post-close execution path
M&A Advisory Paths
Move across the five technology workstreams connected to the transaction.
Each advisory path addresses a different transaction technology question while staying connected to the same evidence-to-execution model.
Technology Due DiligenceExplore advisory
Vendor AssessmentExplore advisory
Deal Technology StructuringExplore advisory
Post-Merger IntegrationExplore advisory
Technology AuditThis advisory page
OperateCybersecurity
Remediate security gaps and strengthen controls highlighted by the audit.
Explore Service
TransformLegacy Modernization
Resolve architecture and technical debt priorities identified in the estate review.
Explore Service
TransformCloud Migration
Execute platform changes justified by cost, risk or operating constraints.
Explore Service
OperateManaged Infrastructure
Improve monitoring, ownership and operational discipline after audit findings.
Explore ServiceEngage ITMagix
Let’s define what should happen next.
Bring the objective, constraint or technology decision in front of you. We’ll help clarify the path forward and the right level of support.
START HEREStart with the situation, not a predefined solution.Start a Conversation