Private Equity And Corporate M&A Services

Driving success through strategic expertise

What factors drive success in Corporate Transactions?

Unpredictable markets. Sky-high stakes. Rapid deal momentum. Corporate M&A groups and Private Equity firms require careful navigation and decisive action for the highest returns. Swift yet strategic is the way to win. Every stage of the deal lifecycle brings unique challenges that need to be faced head-on with a tailored, multidisciplinary team combining business acumen with savvy technologists.

Maximizing ROI, Minimizing Complexity

At Kenway, we leverage our deep expertise in strategy, change management, and Information Technology to effectively manage costs and benefits throughout the acquisition process. From initial planning to tactical execution, we focus on maximizing ROI and generating value for your investments. By managing people, processes, and technical aspects of due diligence prior to transaction and implementation of change post transaction, we employ our highly skilled team and optimal staffing models to ensure flexibility and cost-effectiveness. Our goal is not just to build value, but to amplify it, identify synergies, and realize the strategic imperatives of each transaction for acquiring companies and PE firms.

Our Corporate Services

Comprehensive solutions, navigating strategy to seamless execution
Pre-Acquisition
Post-Acquisition

Comprehensive Due Diligence

We provide thorough reviews of technology (architecture, data management and governance practices, integration considerations, etc.), people (talent / skills, organizational structure, succession planning and / or key person risk, etc.), processes (operational standards, quality control, change management and communication, etc.) to assess the full capabilities of target companies.

Risk Identification and Mitigation

Identify risks and vulnerabilities related to people, process, and technology that could impact the portfolio company’s performance and value. Evaluate how risks and vulnerabilities are assessed and mitigated in current state related to people, process, and technology.

Value Creation

Analyzing how technology assets and capabilities impact the portfolio company's overall value and potential for growth.

Digital Transformation

Unlocking new revenue streams, improving competitiveness, and modernizing the portfolio company's technology capabilities.

Operational Improvement

Identifying opportunities to streamline processes, optimize IT systems, and enhance overall efficiency.

Post-Transaction Excellence

Executing complex system integrations seamlessly and aligning cultures, objectives, and technology.

Change Management
Roadmap

Ensuring smooth transitions to new systems and processes.

Data Analytics and Insights

Enabling data-driven decision-making and enhancing the portfolio company's ability to capture actionable insights.

Exit Strategy and Planning

To maximize your returns, we help to showcase the portfolio company’s technological strengths, potential for future growth, and readiness for a successful transition to new ownership while addressing technology-related concerns.

Value Creation Showcase

Identify and showcase technology-driven value creation initiatives that have been implemented during the PE ownership period and present how technology enhancements have positively impacted the company’s operational efficiency, customer experience, and financial performance

Exit Preparedness

Assess the portfolio company’s technology scalability to demonstrate its ability to support growth and expansion and evaluate the company’s technology roadmap to showcase its future readiness. Aim to enhance technology-driven value creation initiatives to appeal to potential buyers during the exit process

Technology Due Diligence

In the Technology Due Diligence phase, we go beyond surface-level assessments. We delve deep into the technology infrastructure, systems, and applications of the target entity, evaluating the internal technological capabilities, robustness, scalability, and potential risks.

Ultimately, this informs pre-acquisition cost estimations and post-acquisition technology impacts, leading to executable roadmaps.

Operational Improvement Assessment

Due diligence delves into the target company’s technology operations and identifies areas for improvement. This may include streamlining processes, optimizing IT systems, and enhancing overall technology efficiency.

Growth Strategy

Assess the target company’s technology strategy and alignment with its growth plans and look for opportunities to leverage technology to support the company’s expansion and market competitiveness.

Risk Identification and Mitigation

Private equity technology due diligence seeks to identify technology-related risks and vulnerabilities that could impact the target company’s performance and value. Focus on cybersecurity, data protection, and regulatory compliance.

Technology Optimization Analysis

Technology due diligence is primarily focused on understanding how technology assets and capabilities impact the target company’s overall value and potential for growth. Aim to identify technology-related opportunities for value creation.

Acquisition Value Build

We execute on technology initiatives to enhance the efficiency, scalability, and competitiveness of the portfolio company’s technology infrastructure while supporting the portfolio company’s growth strategy.

Our technology proficiency extends across operational systems including, but not limited to, MS Dynamics, Salesforce, Azure, and analytical platforms such as Azure Synapse, Snowflake, Databricks, etc.

Technology Performance Assessment

Conduct a comprehensive assessment of the portfolio company’s technology infrastructure, systems, and applications. Evaluate the efficiency, scalability, and alignment of technology with the company’s business objectives

Technology Cost Optimization

Identify opportunities for technology cost optimization to showcase the portfolio company’s efficiency and financial discipline. This can include recommendations for streamlining IT operations and identifying potential cost savings

Technology Roadmap

Work with the portfolio company’s management team to develop a technology roadmap that aligns with the company’s growth plans and showcases its future potential. This roadmap can demonstrate to potential buyers the company’s readiness for future challenges and opportunities

IT Governance and Compliance

Review the portfolio company’s IT governance framework and compliance measures and ensure that the company meets industry standards and regulatory requirements, thereby reducing potential risks for potential buyers

Exit Strategy and Planning

To maximize your returns, we help to showcase the portfolio company’s technological strengths, potential for future growth, and readiness for a successful transition to new ownership while addressing technology-related concerns.

Value Creation Showcase

Identify and showcase technology-driven value creation initiatives that have been implemented during the PE ownership period and present how technology enhancements have positively impacted the company’s operational efficiency, customer experience, and financial performance

Exit Preparedness

Assess the portfolio company’s technology scalability to demonstrate its ability to support growth and expansion and evaluate the company’s technology roadmap to showcase its future readiness. Aim to enhance technology-driven value creation initiatives to appeal to potential buyers during the exit process

Private Equity Services

From providing pre-investment due diligence to post-investment optimization, we help ascertain risks related to people, processes, and technology to identify value drivers to be leveraged post-investment for Private Equity services. We have a proven track record of maximizing value for both domains throughout the due diligence and post-transaction integration phases of the deal lifecycle.
Due Diligence
Acquisition Value Build
Exit Strategy and Planning

Due Diligence

In the Due Diligence phase, we go beyond surface-level assessments. We conduct a deep evaluation of the target entity’s business processes, people, technology infrastructure, systems, and applications. This comprehensive approach assesses internal capabilities, robustness, scalability, and potential risks across both human and technical dimensions.

Ultimately, this informs pre-acquisition cost estimations and post-acquisition impacts, leading to actionable, strategic roadmaps.

Operational Improvement Assessment

Due diligence delves into the target company’s functional and technical operations and identifies areas of risk or opportunity. This may include streamlining processes, instantiating operating models so roles and responsibilities are clearly understood, optimizing IT systems, and enhancing overall efficiencies.

Technology Optimization Analysis

Technology due diligence is primarily focused on understanding how technology assests and capabilities impact the target company's overall value and potential growth. Aim to identify technology-related opportunities for value creation.

Risk Identification and Mitigation

Private equity due diligence seeks to identify operational and technology risks that could affect the target company’s performance and value, with a strong focus on data protection, regulatory compliance, and cybersecurity.

Growth Strategy

Assess the target company’s overall business and technology strategy, ensuring alignment with its growth objectives. Identify opportunities to enhance operations and leverage technology to drive expansion and strengthen market competitiveness.

Acquisition Value Build

We execute business process redesign and technology initiatives to enhance the efficiency, scalability, and competitiveness of the portfolio company’s operations and technology infrastructure, all while aligning with its growth strategy.

Our technology proficiency extends across operational systems including, but not limited to, Microsoft Dynamics, Salesforce, Azure, and analytical platforms such as Azure Synapse, Snowflake, Databricks, etc.

Post-merger or acquisition, business process optimization focuses on merging the best practices of both companies into a cohesive, streamlined workflow. Our team will document the current state, identify best practices, design an optimal future state, and lead change management efforts to ensure people and processes operate efficiently and seamlessly with technology capabilities.

Technology Performance Assessment

Conduct a comprehensive assessment of the portfolio company’s technology infrastructure, systems, and applications. Evaluate the efficiency, scalability, and alignment of technology with the company’s business objectives.

Technology Cost Optimization

Identify opportunities for technology cost optimization to showcase the portfolio company’s efficiency and financial discipline. This can include recommendations for streamlining IT operations and identifying potential cost savings.

Technology Roadmap

Work with the portfolio company’s management team to develop a technology roadmap that aligns with the company’s growth plans and showcases its future potential. This roadmap can demonstrate to potential buyers the company’s readiness for future challenges and opportunities.

IT Governance and Compliance

Review the portfolio company’s IT governance framework and compliance measures and ensure that the company meets industry standards and regulatory requirements, thereby reducing potential risks for potential buyers.

Exit Strategy and Planning

To maximize returns, we highlight the portfolio company’s strengths, growth potential, and readiness for a smooth transition to new ownership. Simultaneously, we address concerns through targeted observations and recommendations, mitigate risks, and ensure operational stability. Through training and adherence to change management principles, we enable teams to effectively leverage new, streamlined processes, driving operational improvements and enhancing the company’s overall value and appeal to prospective buyers.

Value Creation Showcase

Identify and showcase technology-driven value creation initiatives that have been implemented during the PE ownership period and present how technology enhancements have positively impacted the company’s operational efficiency, customer experience, and financial performance.

Exit Preparedness

Assess the portfolio company’s technology scalability to demonstrate its ability to support growth and expansion and evaluate the company’s technology roadmap to showcase its future readiness. Aim to enhance technology-driven value creation initiatives to appeal to potential buyers during the exit process.

Pre-Acquisition Technology Due Diligence

Our team of M&A Consultants identifies cloud services used by the target firm, determining consolidation and integration opportunities to maximize efficiency and cost-effectiveness. We pinpoint areas of overlap and inefficiency to rationalize the technology landscape of the target company.

Furthermore, we assess the security, data management, and governance protocols of both entities to inform the post-transaction efforts required. Our goal in this phase is to ensure the alignment of technology strategy with the business objectives of the acquiring company or investment thesis, setting the stage for a successful merger or acquisition.

Synergy Identification

Identify potential synergies between the acquiring and target companies’ technology resources and assess how combining technology assets can lead to cost savings, operational efficiencies, and competitive advantages.

Integration Assessment

Identify potential integration challenges and develop a roadmap for a smooth post-merger integration process.

Strategic Fit

Assess how the target company’s technology assets and capabilities fit into the acquiring company’s existing technology landscape and long-term business strategy.

Integration Strategy

Post-transaction, we hit the ground running with a comprehensive roadmap and plan, prioritized by impact and effort, to integrate disparate technology systems. Our focus is on ensuring compatibility, minimal disruption to business operations, and optimal data integrity. We oversee and execute data migration from source to target, ensuring that data is transferred accurately, securely, and seamlessly.

We will work to improve efficiencies by eliminating redundancies, streamlining processes, and optimizing/modernizing the tech stack for future scale. We also develop contingency plans to address any potential system failures or unexpected disruptions, ensuring your business is always prepared.

Technology Assessment and Planning

Begin by conducting a comprehensive assessment of the technology landscape of both the acquiring and target companies. Identify areas of alignment and potential gaps, creating a technology integration plan that outlines the steps, timelines, and priorities for merging the IT systems and operations.

Infrastructure and Application Rationalization

Identify opportunities for optimizing technology infrastructure, such as data centers, networks, and hardware, to drive cost savings and improved performance. Evaluate the application portfolio of both companies and make recommendations for rationalizing redundant or outdated applications. This streamlines operations and reduces maintenance costs

Business Process Alignment

Collaborate with business stakeholders to align technology with business processes. Ensure that the integrated IT systems support the new operating model and facilitate smooth cross-functional workflows

IT Governance and Organization

Assist in establishing an effective IT governance framework for the newly merged entity. Help define roles, responsibilities, and reporting structures within the IT organization to ensure clear decision-making and accountability

Post-Merger Integration and Optimization

At Kenway, we ensure seamless adoption of new technologies, policies, and re-designed business processes by aligning organizational cultures with business objectives and technology platforms. We develop change management strategies, communication plans, and training programs to support employees in adapting to new structures, processes, and systems.

IT Systems Integration

Work closely with the IT teams of both companies to execute the integration plan. This includes consolidating and migrating data, applications, and infrastructure to create a unified and efficient IT environment that supports the combined organization’s goals

Data Integration and Migration

Facilitate the seamless integration of data from both companies, ensuring data integrity, accuracy, and security throughout the process. Identify data mapping requirements and implement strategies to handle data consolidation and migration challenges.

Change Management and Training

Support change management efforts by helping employees adapt to the new technology environment. Provide training and support to ensure a smooth transition and minimize disruptions during the integration process

Buy-Side Corporate M&A

Our extensive expertise of the complexity and challenges associated with Corporate M&A transactions, such as cultural integration, harmonization of IT infrastructure, operational alignment, and employee retention, allows us to identify synergies and realize strategic imperatives.

We help you through every stage of the deal lifecycle, from technological due diligence to executing post-merger integration, while also ensuring the successful alignment with Corporate M&A Strategy and consolidation of the acquired company’s operations.
Pre- Acquisition Due Diligence
Integration Strategy
Post-Merger Integration and Optimization

Pre-Acquisition Due Diligence

Our team of M&A Consultants identifies cloud services used by the target firm, determining consolidation and integration opportunities to maximize efficiency and cost-effectiveness. We pinpoint areas of overlap and inefficiency to rationalize the technology landscape of the target company.

Furthermore, we assess the security, data management, and governance protocols of both entities to inform the post-transaction efforts required. Our goal in this phase is to ensure the alignment of technology strategy with the business objectives of the acquiring company or investment thesis, setting the stage for a successful merger or acquisition.

Synergy Identification

Identify potential synergies between the acquiring and target companies’ technology resources and assess how combining technology assets can lead to cost savings, operational efficiencies, and competitive advantages.

Integration Assessment

Identify potential integration challenges and develop a roadmap for a smooth post-merger integration process.

Strategic Fit

Assess how the target company’s technology assets and capabilities fit into the acquiring company’s existing technology landscape and long-term business strategy.

Integration Strategy

Post-transaction, we hit the ground running with a comprehensive roadmap and plan, prioritized by impact and effort, to integrate disparate technology systems. Our focus is on ensuring compatibility, minimal disruption to business operations, and optimal data integrity. We oversee and execute data migration from source to target, ensuring that data is transferred accurately, securely, and seamlessly.

We will work to improve efficiencies by eliminating redundancies, streamlining processes, and optimizing/modernizing the tech stack for future scale. We also develop contingency plans to address any potential system failures or unexpected disruptions, ensuring your business is always prepared.

Technology Assessment and Planning

Begin by conducting a comprehensive assessment of the technology landscape of both the acquiring and target companies. Identify areas of alignment and potential gaps, creating a technology integration plan that outlines the steps, timelines, and priorities for merging the IT systems and operations.

Infrastructure and Application Rationalization

Identify opportunities for optimizing technology infrastructure, such as data centers, networks, and hardware, to drive cost savings and improved performance. Evaluate the application portfolio of both companies and make recommendations for rationalizing redundant or outdated applications. This streamlines operations and reduces maintenance costs.

Business Process Alignment

Collaborate with business stakeholders to align technology with business processes. Ensure that the integrated IT systems support the new operating model and facilitate smooth cross-functional workflows.

IT Governance and Organization

Assist in establishing an effective IT governance framework for the newly merged entity. Help define roles, responsibilities, and reporting structures within the IT organization to ensure clear decision-making and accountability.

Post-Merger Integration and Optimization

Our extensive expertise of the complexity and challenges associated with Corporate M&A transactions, such as cultural integration, harmonization of IT infrastructure, operational alignment, and employee retention, allows us to identify synergies and realize strategic imperatives.

We help you through every stage of the deal lifecycle, from technological due dilligence to executing post-merger integration, while also ensuring the succesful alignment with corporate M&A strategy and consolidation of the acquired company's operations.

IT Systems Integration

Work closely with the IT teams of both companies to execute the integration plan. This includes consolidating and migrating data, applications, and infrastructure to create a unified and efficient IT environment that supports the combined organization’s goals.

Data Integration and Migration

Facilitate the seamless integration of data from both companies, ensuring data integrity, accuracy, and security throughout the process. Identify data mapping requirements and implement strategies to handle data consolidation and migration challenges.

Change Management and Training

Support change management efforts by helping employees adapt to the new technology environment. Provide training and support to ensure a smooth transition and minimize disruptions during the integration process

Pre-Acquisition Technology Due Diligence

Our team of M&A Consultants identifies cloud services used by the target firm, determining consolidation and integration opportunities to maximize efficiency and cost-effectiveness. We pinpoint areas of overlap and inefficiency to rationalize the technology landscape of the target company.

Furthermore, we assess the security, data management, and governance protocols of both entities to inform the post-transaction efforts required. Our goal in this phase is to ensure the alignment of technology strategy with the business objectives of the acquiring company or investment thesis, setting the stage for a successful merger or acquisition.

Synergy Identification

Identify potential synergies between the acquiring and target companies’ technology resources and assess how combining technology assets can lead to cost savings, operational efficiencies, and competitive advantages.

Integration Assessment

Identify potential integration challenges and develop a roadmap for a smooth post-merger integration process.

Strategic Fit

Assess how the target company’s technology assets and capabilities fit into the acquiring company’s existing technology landscape and long-term business strategy.

Integration Strategy

Post-transaction, we hit the ground running with a comprehensive roadmap and plan, prioritized by impact and effort, to integrate disparate technology systems. Our focus is on ensuring compatibility, minimal disruption to business operations, and optimal data integrity. We oversee and execute data migration from source to target, ensuring that data is transferred accurately, securely, and seamlessly.

We will work to improve efficiencies by eliminating redundancies, streamlining processes, and optimizing/modernizing the tech stack for future scale. We also develop contingency plans to address any potential system failures or unexpected disruptions, ensuring your business is always prepared.

Technology Assessment and Planning

Begin by conducting a comprehensive assessment of the technology landscape of both the acquiring and target companies. Identify areas of alignment and potential gaps, creating a technology integration plan that outlines the steps, timelines, and priorities for merging the IT systems and operations.

Infrastructure and Application Rationalization

Identify opportunities for optimizing technology infrastructure, such as data centers, networks, and hardware, to drive cost savings and improved performance. Evaluate the application portfolio of both companies and make recommendations for rationalizing redundant or outdated applications. This streamlines operations and reduces maintenance costs

Business Process Alignment

Collaborate with business stakeholders to align technology with business processes. Ensure that the integrated IT systems support the new operating model and facilitate smooth cross-functional workflows

IT Governance and Organization

Assist in establishing an effective IT governance framework for the newly merged entity. Help define roles, responsibilities, and reporting structures within the IT organization to ensure clear decision-making and accountability

Post-Merger Integration and Optimization

At Kenway, we ensure seamless adoption of new technologies, policies, and re-designed business processes by aligning organizational cultures with business objectives and technology platforms. We develop change management strategies, communication plans, and training programs to support employees in adapting to new structures, processes, and systems.

IT Systems Integration

Work closely with the IT teams of both companies to execute the integration plan. This includes consolidating and migrating data, applications, and infrastructure to create a unified and efficient IT environment that supports the combined organization’s goals

Data Integration and Migration

Facilitate the seamless integration of data from both companies, ensuring data integrity, accuracy, and security throughout the process. Identify data mapping requirements and implement strategies to handle data consolidation and migration challenges.

Change Management and Training

Support change management efforts by helping employees adapt to the new technology environment. Provide training and support to ensure a smooth transition and minimize disruptions during the integration process
In today's rapidly evolving landscape, technology & strategy is crucial. As transactions become more complex, the divide between successful deals and missed opportunities grows without expert IT guidance. From initial assessment to post-merger integration, strategic tech advisory isn't just helpful—it's vital for maximizing value and achieving lasting synergies
Clayton Wolff | Kenway Consulting
Private Equity and M&A Service Expert
  • Kenway specializes in providing superior technology advisory and strategy services for Private Equity firms and large corporations alike. We communicate project updates, progress, and significant milestones to stakeholders and senior management, ensuring timely and cost-effective completion of workstreams.

    We have a proven track record of maximizing value for both domains throughout the technology due diligence and post-transaction integration phases of the deal lifecycle. At Kenway, we’re committed to building value at every step of the acquisition life cycle.

Our Service Experts

Clayton Wolff

SERVICE EXPERT

Lauren Stone

SERVICE EXPERT

Customized Corporate Services

Partner with experts who maximize value at every stage

CONTACT US
screencrosschevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram