A technical reviewer you can put on each deal in your pipeline.
On-call technical and operational diligence and integration support across a single deal or a whole pipeline. Available white-label for advisory firms.
When this engagement makes sense
You close more than three deals a year and want a consistent technical bench instead of recruiting one per transaction.
You are a boutique investment bank running sell-side processes that need a credible technical narrative.
You run a deal-by-deal advisory practice and need white-label technical capacity to put in front of clients.
You have a single complex deal where the technical workstream needs a senior owner, not a junior contractor.
Your in-house operating team is at capacity and the next deal cannot wait.
You run the deal. The technology and operations workstream usually means finding a new specialist for each transaction, briefing them from scratch, and hoping their output fits your process. The deal slows down or the technical read gets thin. Neither is acceptable in a competitive process.
The deliverables
Per-deal technical workstream
Diligence on the target's technology, operations, and team, in your format and your timeline. White-label if the engagement requires it.
Buyer or seller-facing materials
Technical sections for CIMs, lender packs, IC memos, or buyer Q&A responses. Written to your house style.
Live diligence support
Management session facilitation, technical interviews, follow-up question drafting, and red-flag escalation in real time.
Post-close integration scoping
Integration playbook for the technology and operations workstream, sized and sequenced. Hand-off to the buyer's operating team.
Retainer access
On a monthly retainer, I am reachable for short reads, second opinions, and pipeline calls between deals. You do not re-onboard each transaction.
How this is priced
Per-deal
Firms running one or two deals a year, or a single complex transaction.
Monthly retainer
Active advisory firms running multiple deals a year. Includes pipeline reads between transactions.
White-label
Firms putting the work forward under their own brand. Branded deliverables, named-contact arrangement.
A good fit if
- M&A advisors and boutique investment banks.
- Sell-side firms running competitive processes.
- Independent sponsors running multiple parallel deals.
- Family offices and corporate development teams with deal flow but no in-house technical bench.
Probably not if
- —Single-transaction one-offs where the per-deal scope is cleaner.
- —Firms wanting a managed team of analysts rather than a senior owner.
Same bench, six deals, one year.
An M&A boutique brought in the retainer model after a deal collapsed in the seller's diligence. Over the following twelve months the same technical workstream ran across six transactions in their pipeline. Four closed. One was repriced based on findings. One was killed before LOI on a 48-hour pre-LOI sanity check. The advisor's clients stopped seeing the technical workstream as a deal risk.