Mergers & Acquisitions
I help you assess and integrate digital assets during tech M&A deals, ensuring strategic fit, scalability, and long-term value.
In mergers and acquisitions involving SaaS or tech companies, software, data, and digital infrastructure often carry more value than physical assets – yet they’re frequently under-evaluated. Business leaders and legal teams may lack the technical perspective needed to judge how well systems align, whether the code is scalable, or if the tech stack can support future growth.
I provide the technical insight and leadership you need.
As a fractional CTO, I support buyers, investors, and integration teams by assessing the software architecture, reviewing code and infrastructure quality, evaluating team capabilities, and identifying integration risks and opportunities. My goal is to ensure that the technology behind the deal is sound, scalable, and aligned with your long-term business strategy.
In any M&A deal involving tech or SaaS companies, understanding what you’re actually acquiring is essential. I help identify the key digital assets - software platforms, codebases, data pipelines, integrations, and infrastructure - that will shape the success or failure of the merger. We focus on what drives value: What’s reusable? What’s proprietary? What’s fragile or outdated?
Before signing, you need to know whether the technology behind the company can support your future plans. I evaluate the architecture, code quality, infrastructure, documentation, and security posture to uncover technical debt, hidden risks, or blockers to integration. This gives you a realistic view of the effort needed to scale or modernize the product.
Merging systems, teams, and workflows is never plug-and-play. I help you forecast what the integration will really take - from API compatibility and database alignment to team structures and cloud costs. You receive a detailed analysis of where effort, cost, and time will accumulate, helping you negotiate better and avoid surprises post-acquisition.
My role doesn’t stop at due diligence. I continue to support you through the integration phase, ensuring that the systems, teams, and workflows are merged without disruption. Whether it’s onboarding the development team, managing shared infrastructure, or advising on roadmap decisions, I help ensure that your acquisition translates into lasting value.
Technical Due Diligence
Reveal the true state of software, systems, and scalability.
I assess the codebase, infrastructure, security, and documentation to help you understand what you’re really buying – and what it will take to maintain and grow it.
Team and Process Evaluation
Evaluate the capabilities and compatibility of tech teams.
I review the development team’s skills, processes, and toolsets to determine if they can integrate with your existing workflows – or if change management will be needed.
Architecture & Integration Planning
Align technology stacks before you merge systems.
I map out the compatibility of platforms, APIs, and infrastructure to identify integration friction early and create a plan that ensures technical continuity post-deal.
Business Model & Platform Fit
Validate that the tech supports strategic goals.
I analyze whether the software products, data models, and services of the target company align with your broader business strategy and long-term technical roadmap.
Forecasting Cost & Technical Debt
Make hidden costs visible before you commit.
I identify outdated components, licensing traps, or scaling issues that could inflate the total cost of ownership and impact your ROI – so you can negotiate with facts.
Post-Merger CTO Support
Ensure successful execution of the integration strategy.
I stay involved beyond the deal to manage the transition, align teams, and help evolve the technical vision – ensuring that your acquisition creates real, sustainable value.
All of this works because of how we approach it
In mergers and acquisitions, success isn’t just about spotting potential – it’s about validating it. It’s not enough to acquire technology that looks promising on paper; you need a clear understanding of how it works, how it fits, and what it will take to grow it.
Whether it’s assessing the software, aligning architectures, or forecasting integration costs, every step is tailored to your strategic goals, your technical landscape, and the specific demands of the deal.
That’s why business leaders don’t just ask for technical due diligence – they bring me in for critical insight, pragmatic leadership, and deep technical evaluation. I help you make informed decisions, avoid costly surprises, and turn acquisitions into long-term success.
Why companies like this approach
Working with me isn’t just about evaluating software – it’s about ensuring that your acquisition makes sense technically, strategically, and financially. It’s about protecting value, reducing risk, and building a foundation for long-term success after the deal closes.
I don’t believe in generic due diligence reports that skim the surface. I believe in starting with your strategic vision, understanding the team and the tech you’re acquiring, and then designing a process that fits naturally into your M&A workflow – delivering actionable insights and supporting confident decision-making.
Clients don’t just bring me in to look at code – they rely on me when they need someone who understands both the business and technical dimensions of an acquisition. I speak both languages: the language of business growth and the language of scalable technology.
They want clarity. They want a realistic plan. And they want a partner they can trust to guide them through the technical side of an acquisition – without surprises, without oversights, and without missing what really matters.
Here’s why this approach works so well
In M&A, early technical insight prevents costly surprises. By assessing architecture, scalability, and compatibility before the deal closes, we avoid hidden issues that could derail integration later on.
You don’t need to audit every line of code. We focus on what matters most – critical systems, product architecture, and team capabilities – so you get fast clarity on whether the deal supports your strategy.
With deep technical analysis and clear communication, I bridge the gap between business goals and engineering realities – giving investors and decision-makers confidence grounded in facts.
Evaluation is only the first step. I help set up integration paths, align platforms, and guide roadmap decisions – so the transition after the deal is not just smooth, but strategically sound.
This is for you if...
You want to understand what you’re really buying – beyond the pitch deck. I help you assess the software, team, and systems to ensure the deal supports your strategy and won’t burden you with hidden risks.
I guide you through the technical side of integration – from aligning systems to unifying teams – so the merger leads to stability, not disruption.
You care about growth, scalability, and ROI – but also need to understand the limits of the tech you’re acquiring. I translate between engineering reality and business ambition to help you make informed decisions.
I don’t just flag issues and walk away. I stay involved as needed to support decision-making, team alignment, and integration success – so the technology delivers lasting value.
Send a message - I’ll reply personally
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Let’s talk about what’s possible
You don’t need a full project plan to start the conversation.
Whether you’re exploring AI for the first time, looking for technical leadership, or just want a second opinion on your strategy – I’ll help you make sense of your next steps. No pressure, no sales pitch. Just a real exchange about what might work for your business.
Drop me a message – or suggest a time for a short intro call.
I usually respond within 1-2 business days.
Prefer to talk live?
Sometimes it’s easier to explain things in a quick conversation.
If you’d rather skip the form and go straight to a call, you can book a free 20–30 minute intro session with me. We’ll look at what you’re trying to achieve and see if I’m the right fit to support you.
No prep needed. No sales pressure. Just a focused, honest exchange.