Fast M&A due diligence with data and network connections

Due diligence isn't just about your financials. 🔍 Last month, I watched a £12M tech deal collapse because the buyer discovered: ❌ 40% of revenue came from one customer ❌ Key IP wasn't properly protected ❌ The CTO was planning to leave ❌ Customer contracts had no renewal clauses The financials looked perfect. The business fundamentals didn't. Smart buyers dig deep into: ✅ Customer concentration risk ✅ Intellectual property ownership ✅ Key person dependencies ✅ Contract terms and renewals ✅ Technical architecture scalability The companies that sail through due diligence are the ones that prepare for it months in advance. Don't wait until you're in the process to discover these issues. What would a buyer find if they looked under your hood today? You can find the Value Builder assessment on my LinkedIn profile to identify potential red flags before buyers do. #DueDiligence #TechM&A #BusinessPreparation #TechExit

Due diligence isn't just about your financials. 🔍 Last month, I watched a £12M tech deal collapse because the buyer discovered: ❌ 40% of revenue came from one customer ❌ Key IP wasn't properly protected ❌ The CTO was planning to leave ❌ Customer contracts had no renewal clauses The financials looked perfect. The business fundamentals didn't. Smart buyers dig deep into: ✅ Customer concentration risk ✅ Intellectual property ownership ✅ Key person dependencies ✅ Contract terms and renewals ✅ Technical architecture scalability The companies that sail through due diligence are the ones that prepare for it months in advance. Don't wait until you're in the process to discover these issues. What would a buyer find if they looked under your hood today? You can find the Value Builder assessment on my LinkedIn profile to identify potential red flags before buyers do. #DueDiligence #TechM&A #BusinessPreparation #TechExit

Federal regulators gave First Tech Federal Credit Union and Digital Federal Credit Union the green light for its merger announced last year. "I'm feeling great about the future and condition of First Tech as I leave it behind," First Tech #CEO Greg Mitchell told me yesterday over the phone. Once the #merger is finalized, it will be the largest-ever credit union merger in history according to #assets. Here's what will happen next via Portland Business Journal #creditunion #finance #banking https://lnkd.in/eHXy8_5f

That nagging feeling you're missing something in a merger review? Even the most thorough competition analysis has blind spots. Static maps and reports struggle to capture the dynamic web of geographic competition. Our new Market X-Ray lets you see straight through the complexity. It gives you an instant, intuitive view of market overlaps and competition law risk. Move beyond data to true market intelligence. Watch the 2-minute demo. Learn more: https://lnkd.in/dY6WyxNy #CompetitionLaw #MergerReview #Antitrust #LegalTech #DataVisualization #dexintelligence

“Before the Valuation Dispute Begins” How much value gets lost in valuation disputes? When buyers challenge growth projections and sellers defend their models, deals often: • Stall under extended diligence • Close at discounts • Or drag through earn-outs that rarely deliver What if value could be verified before the argument even starts? RhinoRev introduces three transaction pathways that align diligence, performance, and value before capital is committed. 🔹 Path A | Data-Driven As-Is Acquisition Acquire on reported performance, with forensic verification of unrealised upside already mapped. 🔹 Path B | Growth-Proof Acquisition Run a short, independent validation phase to prove revenue resilience before close. 🔹 Path C | Mid-Cycle Trigger / Early Execution Clause Close mid-validation, buy into verified traction while growth acceleration continues. Three new ways to buy and sell a business with confidence, before debate turns into dilution. #PrivateEquity #MandA #DealIntegrity #RecoverableEBITDA #Valuation #TransactionAssurance #PortfolioManagement #DueDiligence #ExitStrategy 

🔍 This week in our Services Spotlight Series, we are focusing on Deal Pipeline and what it means for private capital firms, and why it’s becoming essential. At it|venture, our Deal Pipeline service helps firms see clearly what’s moving through the funnel: from early leads and relationships, to live deals and execution. Real-time insights, automation, and analytics aren’t just nice extras; they are what separate good firms from great ones. Here are a few things we believe make a difference: ⚙️Visibility and transparency: Centralised pipeline reporting + workflows mean nothing slips through the cracks. ⚙️Data and intelligence: Looking at market data, past deal outcomes, and relationships together gives you better signals to act on. ⚙️Execution and speed: Automating parts of the process so teams spend time on strategy, not chasing tasks. Want to explore how improving your pipeline could change your deal outcomes? Reach out as we would love to walk you through what’s possible. https://lnkd.in/edFXhEZ2

For vendors in an M&A transaction, success means more than closing the deal — it’s about achieving the best possible valuation. A proactive sell-side due diligence helps uncover potential deal-breakers early, sharpen financial narratives, and enhance business value pre-exit. Read more: https://lnkd.in/g6g2Jxnk #BusinessAdvisory #MergerAndAcquisition #TransactionAdvisory #BusinessValuation #DueDiligence #DealAdvisory #PrivateEquity #BusinessGrowth #DoingBusinessInHongKong

Why the Buy-Side is Getting Smarter The dumbest thing a buyer can do is chase a bargain. In M&A, “cheap” rarely means “good.” The smartest buyers pay premiums on purpose — because they know exactly how to unlock value once the ink dries. Here’s what sets them apart 1️⃣ Strategic alignment beats price. They buy fit, not size. 2️⃣ Quality of earnings over accounting profit. Sustainable cashflow is the real prize. 3️⃣ Integration risk is front-of-mind. Buying is easy, combining cultures isn’t. 4️⃣ Discipline matters. Smart buyers walk when value and structure don’t align. 5️⃣ Expert eyes save money. Deep due diligence prevents expensive surprises later. Example: We advised a buyer ready to jump on a “cheap” deal — until due diligence revealed client churn and weak systems. They walked away. Six months later, they paid more for a firm with a better fit, and tripled post-acquisition profit. Negotiation sets the price. Integration creates the value. 📞 Siegmund “Ziggy” Frankenfeld 📧 ziggy@benchmarkcorporate.com.au 📱 0419 226 151 🌐 https://lnkd.in/g5uN7sEb #BenchmarkCorporate #BuySide #MergersAndAcquisitions #CorporateAdvisory 

I see the same pattern in most early-stage exits. The buyer’s due diligence team dives deep into the financials and customer contracts, but when they reach the IP section, it’s usually a 𝗱𝗶𝘀𝗼𝗿𝗴𝗮𝗻𝗶𝘀𝗲𝗱 𝗺𝗶𝘅 𝗼𝗳 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀, 𝗳𝗶𝗹𝗶𝗻𝗴𝘀, 𝗰𝗼𝗱𝗲𝗯𝗮𝘀𝗲𝘀, 𝗮𝗻𝗱 𝗻𝗼𝘁𝗲𝘀 𝘁𝗵𝗮𝘁 𝗵𝗮𝘃𝗲𝗻’𝘁 𝗯𝗲𝗲𝗻 𝗽𝗿𝗼𝗽𝗲𝗿𝗹𝘆 𝗽𝗶𝗲𝗰𝗲𝗱 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿. They’re rarely given a clear, structured overview of the company’s intangible assets, what exists, how it ties into the product, and why it’s defensible. So when buyers ask how the technology is protected, the answers often don’t inspire much confidence. That’s where 𝗘𝘅𝗶𝘁𝗜𝗣 comes in. It helps founders turn that weakness into a strength by clearly presenting their IP in a way that is organised, explained, and aligned with the story they’re selling to investors or acquirers. 𝗪𝗵𝗲𝗻 𝘁𝗵𝗲 𝗜𝗣 𝘀𝘁𝗼𝗿𝘆 𝗶𝘀 𝗰𝗹𝗲𝗮𝗿, buyers stop seeing risk and start seeing strategic value. It’s often the 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗮 𝗳𝗮𝗶𝗿 𝗼𝗳𝗳𝗲𝗿 𝗮𝗻𝗱 𝗮 𝗽𝗿𝗲𝗺𝗶𝘂𝗺 𝗼𝗻𝗲.

𝗧𝗲𝗰𝗵 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲: 𝗗𝗼𝗻’𝘁 𝗦𝗶𝗴𝗻 𝘁𝗵𝗲 𝗗𝗲𝗮𝗹 𝗕𝗹𝗶𝗻𝗱 In M&A, everyone checks the financials, legal, and commercials. But too many deals stumble because technology due diligence gets overlooked. 👉 For sellers: fix the show‑stoppers early, open up your floors, and go to market with a coherent strategy. That’s how you command a premium exit. 👉 For buyers: this is more than a cash transaction. Without disciplined TDD you risk overpaying for technical debt, cyber exposure, and systems that can’t scale. Technology and data underpin everything. Done right, TDD protects revenue, margin, and risk – and creates the foundation for transformation where both sides win. At RELENTICA, we’ve been on both sides of the table. We know where the value is created and where it’s destroyed. 🔗 Read the full blog: https://lnkd.in/eNJKaSvY 𝗥𝗲𝗹𝗲𝗻𝘁𝗶𝗰𝗮 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂. 𝗚𝗲𝘁 𝘂𝘀 𝗶𝗻𝘃𝗼𝗹𝘃𝗲𝗱 𝗲𝗮𝗿𝗹𝘆 – 𝘄𝗵𝗲𝘁𝗵𝗲𝗿 𝘆𝗼𝘂’𝗿𝗲 𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝗼𝗿 𝗯𝘂𝘆𝗶𝗻𝗴 – 𝗮𝗻𝗱 𝘄𝗲’𝗹𝗹 𝗺𝗮𝗸𝗲 𝘀𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝗱𝗲𝗮𝗹 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝘀. #MergersAndAcquisitions #TechDueDiligence #PrivateEquity #BusinessGrowth #Valuation #RevenueMarginRisk #Relentica