Technology M&A
​Services Provided (others related services available on request)
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Technology Program leadership or guidance for M&A transactions
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Create an M&A playbook and other reusable tools to help the IT team support timely and effective transactions
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Due Diligence Trackers​
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Standard TSA frameworks
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Project Plan templates
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Licensing agreement guidelines
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Technology considerations for different types of acquisitions
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Implement a Deal Management Platform to support all the departments in your company if you anticipate a lot of M&A activity. There are inexpensive options that can be quickly stood-up providing:
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Manage targeting criteria and watch list monitoring​
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Pipeline Management
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Due Diligence Management and templates
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Virtual data rooms, workflow, collaboration, status reporting and more
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Post acquisition integration or divestiture project management
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​Experience / Qualifications
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Technology leadership of 15 transactions including transactions valued at several billion dollars
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Leadership of a Technology M&A team focused exclusively on M&A
- ​This included acquiring software companies for revenue generating IT and Digital organizations creating technology products as an OEM ​​
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Participation on several transactions while working in Finance and Corporate Strategy providing me with a holistic perspective
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Formation of partnerships involving technology licensing and joint technology development arrangements​