Meertec
Architecture & Platforms
Review of the technology stack, platform dependencies, cloud posture, technical debt and modernisation trajectory against comparable PE portfolio norms.
Meertec · Pre-Deal · Technical Due Diligence
Know what you're buying before you buy it.
Independent assessment of technology estate, data assets and AI maturity ahead of investment, with a clear view of cost, risk and value-creation headroom.
What's Assessed
Technology estate, data assets, AI maturity
Every engagement is scoped to the deal thesis. The assessment covers what matters for the investment case, not a generic checklist applied uniformly across sectors.
Data & AI Landscape
Assessment of data assets, reporting stack, data quality, AI/ML adoption and governance maturity. Clear view of what's production-ready versus proof-of-concept.
People & Capability
IT organisation structure, key-person dependencies, engineering culture, vendor relationships and the gap between stated capability and delivery reality.
Cost & Commercials
Vendor contracts, licence compliance, cloud spend trajectory, FinOps maturity and the cost headroom available for value-creation investment.
What You Receive
A report that earns its place in the data room
Findings are structured around the deal thesis and the value creation plan, not a template assessment. Every finding traces back to a source you can name.
- Technology risk register with severity and remediation cost estimates
- Data and AI maturity scorecard benchmarked against sector peers
- Cost and contract summary with renegotiation or exit exposure
- Value-creation headroom assessment: what's achievable in a hold period
- Top-10 findings summary for board and investment committee presentation
- Draft workstream for the 100-day plan, if the deal proceeds
Typical Engagement
Compressed timeline, focused scope
Technical due diligence runs alongside financial and commercial workstreams. The scope is focused on what the deal thesis requires, not everything that could be measured.
- Duration: 2–4 weeks, depending on scope and data-room readiness
- Team: Dr Stephen D. Jones, with specialist analysts as needed
- Deliverable: Written report plus investment committee presentation
- Follow-on: Seamless transition into 100-day planning if the deal closes
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