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Asset and Behavior Assessment

Strategy, Planning and Alignment

Asset and Behavior Assessment

  • Strategy & Execution
  • Strategy, Planning and Alignment
  • Asset and Behavior Assessment

Streamlining Your Business Integration for Maximum Success and Alignment

The DNA and thesis of a deal often dictate some level of integration. How well post-transaction integration occurs is oftentimes the cornerstone of maximizing the deal’s outcomes. This work is often riddled with complexities and growth that the buyer’s team either doesn’t have the time or expertise to tackle. Leverage the TechCXO team to help in solving problems and driving solutions across:

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TechCXO Post-Close Integration Services

TechCXO provides post-close services for investors and acquiring companies that want to ensure the value of the deal is maximized after investment. An acquiring company needs confidence that the investment and core change management required will result in the technology, processes, and team to drive growth and stabilization following the deal.

TechCXO provides a flexible offering of post-close services that can be combined to address the specific needs of each deal. This can range anywhere from a quick, high-level assessment of technology, process, or people all the way up to a very detailed carve out of every one of these components.

  • Platforms / Technology

  • Processes

  • People

  • Carve Outs

Platforms / Technology

The technical nuances of integrating technology stacks, eliminating tech debt, transitioning systems and platforms to the cloud, and analyzing are challenging to tackle. The TechCXO team can assist with best-in-class transition planning, investment analysis, and unbiased architectural decisions for the long term. Planning is a crucial element of success – understanding the acquired technology and translating the plan into a “to be” state. Unlocking the value and understanding why the path is charted architecturally and technically oftentimes drives technical team alignment as the organizations begin to integrate.

Leveraging a highly skilled team from TechCXO takes the burden off the seller or buyer’s teams to quickly formulate a plan of action and begin to drive progress post-close.

Processes

Understanding the processes a company is leveraging to drive its technology and business begins to unlock the needed components of change. This takes many forms in a deal. Here are the ways the TechCXO team can drive value:

  • Business Process Mapping
  • System Architecture Diagrams
  • Data Flows
  • Customer Journey Mapping
  • Product Roadmap Mapping

Without understanding the starting point, it is impossible to begin the transformation of the technology, processes, or teams that drive the day-to-day business.

People

The most critical value of a deal can oftentimes be the human capital acquired in the deal. The TechCXO team can help you analyze the talent and develop a go-forward plan whereby your company can optimize spending across the teams to maximize results. This doesn’t always mean cutting costs – it also means expanding the value that the acquired team can drive.

  • Organizational Design
  • Team Alignment
  • Talent Assessment
  • Identifying Single Points of Failure
  • Identifying areas of risk with attrition/dependencies
  • Scoping missing roles to support growth
  • Scoping redundancies to drive reallocation of value to needed outcomes

Carve Outs

The TechCXO team has decades of expertise in driving outcomes for deals that require a carve-out from a parent company. There are complexities surrounding this type of deal, demanding expertise, skill, and the ability to execute quickly against established transition timelines. Allowing our TechCXO team to partner with your management teams to run point on a carve-out allows the management teams to remain focused on running the business day-to-day. Our team can help in a multitude of ways.

  • Program Management
  • Change Management
  • Workstream Identification, Planning and Management
  • Project management of dependent projects
  • Risk Management
  • Transition Capital Management and oversight

What to Expect

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Expertise

A partner with deep expertise in technology leadership working with early to mid-stage companies. Our Partners have been involved in many transactions, both from the sell-side and buy-side, and we understand what is important in these deals. We also have a strong bench of subject matter experts in architecture, security, AI, data, and development methodology.

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Speed & Capacity

A provider who has the capacity to take on new projects with minimal notice, be able to get started within days, and deliver within 2-3 weeks for most situations. In addition, you should be able to bring multiple deals to the table concurrently and expect that they can be effectively worked in parallel.

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Plan of Action

A team of trusted experts will pull together a clear plan of action – driving milestones, identifying risks, and establishing strong communication plans. This takes the onus off of the buy-side team to drive a swift plan of action.

Impact

Aligned integration priorities and resourcing for value and action

Visibility to pricing and timing of integration

Clear communication and risk management opportunity

Why choose TechCXO as your Asset and Behavior Assessment Partner?

TechCXO is an established firm with over 20 years of deep expertise working with early and mid-stage companies. Having completed over 200 technical diligence projects since launching this service in 2018 and working in a fractional CTO/CPO/CIO/CISO capacity with hundreds of additional companies, we have the expertise and understanding of how a successful deal works. This allows us to deliver an excellent report promptly and at a reasonable cost – and then be there ready to help in a fractional leadership capacity whenever needed. Our flexible report is geared towards all audiences, including a high-level investor dashboard and “Key Findings” section all the way down to the very granular technical recommendations that can be implemented by the target company right away.

Finally, we have a robust tech diligence process that we have evolved over the years to ensure a consistent, high-quality, on-time deliverable every time.

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Our Team

Eric-Anderson-Headshot-400x400

Eric Anderson

Partner
Stephanie-Rose-Belcher-1-400x400

Stephanie Rose Belcher

Partner
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Adam Boris

Partner
Adam-Bryan-1-400x400

Adam Bryan

Partner
James-Calver-2-400x400

James Calver

Partner
John-Capiobianco-400x400

John Capobianco

Partner
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Peter Clifton

Partner
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Joe Fenten

Partner
Kevin George

Kevin George

Practice Managing Partner
Stuart-Goldstein-400x400

Stuart Goldstein

Partner
Claus_Kinder_200x200-3

Claus Kinder

Principal
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Chris Kohler

Principal
Barry-Lancaster-400x400

Barry Lancaster

Partner
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Karyn Mullins

Principal
Steve_Subar_headshot-400x400

Steve Subar

Partner
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Greg Swayne

Partner
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Robert Toth

Partner
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Joe Wytanis

Partner
Jessica-Young-400x400

Jessica Young

Partner

Related services

  • Mission, Vision and Shared Purpose
  • Organization Alignment
  • Market / Business Assessment
  • Operating Model Design
  • Corporate Strategy
  • Operational Excellence
  • Investment Cases

 

Insights

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09/17/2024
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Technical Due Diligence: Benefits, Process, & How-to Checklist

09/10/2024
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TechCXO Returns to Inc 5000 List

08/28/2024
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Questions?
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If you’ve never outsourced or used executives on demand before, you’re sure to have a lot of questions. Don’t worry, we’re more than happy to answer them all.

And we know everything there is to know about this unique model. Schedule a call with us or send an email now.

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