Transaction Due Diligence & Advisory
I provide independent technical assessments of software products, AI systems, cloud infrastructure, and digital platforms in the context of mergers and acquisitions, investment decisions, and licensing transactions. I also undertake early-stage and in-progress technology project reviews to identify risks and, where possible, prevent escalation into formal disputes.
What This Involves
Technology due diligence in a transactional context requires a structured assessment of the target's technology assets, architecture, and engineering practices. I examine source code quality, technical debt, architecture scalability, and the maturity of development and deployment processes. The objective is to provide the acquiring or investing party with a clear, independent view of the technical risks and opportunities associated with the technology, and to identify any issues that may affect valuation, integration planning, or post-transaction operations.
For software-intensive businesses, the assessment typically covers the codebase (including code quality metrics, test coverage, dependency management, and documentation), the infrastructure (cloud architecture, deployment pipelines, monitoring, and disaster recovery), and the team (engineering capabilities, key-person dependencies, and organisational structure). Where the target's product incorporates AI or machine learning components, the assessment extends to model architecture, training data provenance, validation methodology, and the governance framework around model deployment and monitoring.
I also undertake advisory engagements outside the transactional context. These include independent technology project health checks, where I assess an in-progress project against its stated objectives, timeline, and budget to identify risks of delay or failure at a stage where corrective action is still possible. In my experience, early independent review of a technology project can be materially less costly than the expert evidence and dispute resolution that may follow if problems are not identified and addressed in time.
Typical Instructions
- • Pre-acquisition technology stack assessment
- • Software quality and technical debt analysis
- • Security posture and vulnerability review
- • IP ownership and licensing compliance
- • Technology project health checks and independent oversight
- • Cloud infrastructure and scalability assessment
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