Tag Archives: it due diligence

IT Due Diligence and Assimilation class

presentation_8Last week I held a 2-day class on IT Due Diligence and Assimilation based on the process and tools I developed from managing the IT focus in over 40 company acquisitions.

When I joined a small company many years ago to manage the IT Department, I had never heard of the term “due diligence”. I was about to get a heavy dose of it as we grew this $30 million company in 5 1/2 years to over $650 million in revenue by acquiring over 35 companies.

We were an “acquisition machine”!

Since I had no process or tools to conduct an IT due diligence, I had to develop them along the way, , , not so much a conscious decision but more by necessity simply to get the job done. In retrospect, without the tools and process I developed my company would have “run flat over me” as we generated tremendous change by acquiring so many companies so quickly. These resources “saved my bacon”.

I have two more classes coming up this year in Dubai, UAE to deliver content on IT due diligence and assimilation.

  1. Oct. 20, 2013 — 1-day IT Due Diligence and Assimilation Overview session preceding a 4-day IT Manager Institute. The 1-day class is being provided to accommodate a few who want the material but can’t afford to return to Dubai for the class we have scheduled in November (see below).
  2. Nov. 20-21, 2013 — 2-day IT Due Diligence and Assimilation Program.  This is the complete version of the class. Learn more

Brochure_IT due diligence classDownload the Brochure

Can’t attend the class? CLICK HERE to check out our IT Due Diligence and Assimilation BUNDLE of digital training and products, , , this is the most comprehensive set of IT due diligence materials in the industry.

due diligence bundle

IT Due Diligence: merger and acquisition discovery process

IT Due Diligence: merger and acquisition discovery process   Our Best Selling e-book
The key to IT success is being able to identify what your team needs to work on. Use the process and tools I developed while conducting over 40 company acquisitions to help you assess any IT support situation.

Tools, examples, and plenty of “how to” discussion provides what you need to conduct a technology assessment efficiently and thoroughly, even a report template to help you organize and present your findings and recommendations.

Table of Contents

Book excerpts


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Practical IT Manager GOLD Series


Merger and acquisition overview

I’ve been involved in 45 company acquisitions, leading the IT due diligence in all of them. Prior to 1990, I had no idea what “due diligence” was, , , since then I have gained more experience in this area than possibly any IT manager or CIO.

Here is a merger and acquisition (M&A) overview that might be helpful to you one day:

An acquisition begins with a Letter of Intent from the acquiring company to the targeted company. When accepted, due diligence begins.

The model above shows each department in the company being involved in due diligence, , , orange box. To complete a successful merger of the two companies it is important for each department to conduct discovery in order to develop an appropriate transition plan.

It is vitally important the IT organization be involved in due diligence because many of the things that must take place immediately after the deal is completed will be dependent upon the IT support organization.

Once due diligence is completed, final negotiations take place and the companies agree to a merger.

When the deal is completed, assimilation activities begin, , , green box. The IT organization will be busy even if the company decides to leave the acquired company alone and to operate it as it has been operating. Even so, the parent company will want to merge Payroll, accounting and accounts payable into the parent company systems.

In addition, the company will want everyone to be on the same email systems and all company offices networked together for communication purposes, , , requires IT support to make it happen.

The assimilation box also shows every department being involved in assimilation activity.

Once the key transition projects are completed, the merger is done and we now operate as one company.