CohnReznick is leading private equity firms and other key M&A players in examining how disruptive potential, commerce capabilities, social presence, analytical depth, and other digital components can both impact deal success and market opportunity at the earliest stages of the deal lifecycle – to maximize the chances of synergy realization and position targets to excel post-close.
EVALUATING THE INVESTMENT THESIS
Technology foundations and acquiring scope are increasingly key components of what deal teams and companies look for in making investments work. Our leading digital diligence program works with clients as they develop their investment thesis to evaluate the critical technology and digital drivers that impact the guidance, risks, and ability to execute the deal.
DIGITAL CAPABILITIES AND POSITIONING
Digital deals are different and they require a new evaluation approach that goes beyond the traditional nuts and bolts of technology frameworks and hardware. Our digital diligence approach combines the traditional lens with a new focus on critical areas like Digital Marketing, Cloud Readiness/Maturity, E-commerce and Channels, Cybersecurity, GDPR, Growth Platforms, Talent, Social, Mobile, and Analytics. In addition, we help clients understand how well positioned targets are for surviving and thriving in an era of digital disruption and what these critical components can tell buyers about target performance during diligence.
DEVELOPING DIGITAL AGENDA
We help clients define and build a digital agenda for creating value post-close and build the plan for how to execute, how to integrate, and how to succeed in a new generation of deals. Leveraging digital maturity assessments and industry specific benchmarks, our experience and team of experts allow our clients to take the right steps for building the right-sized digital capabilities that impact both top line performance, and bottom line results.
The following table showcases the services provided during a diligence engagement.
BENCHMARKS: DIGITAL MATURITY AND OPPORTUNITY ASSESSMENT
Benchmark scorecard of digitization of company against industry best practices.
- Industry Benchmarks
- Enterprise Coverage
- Management and Operational Assessment
SUMMARY REPORT: DIGITAL & IT FINDINGS & RISK ASSESSMENT
Deep report of company IT and digital capabilities, risks, organization, and financial performance.
- Enterprise View
- Risk and Opportunity Focus
- Transaction-Impact Oriented
Social Listening: brand perception & Risk assessment
Analysis of capabilities specific to industry and company type to identify key improvement areas and digital opportunities.
- Customer Services
- Brand Perception
CLEAN ROOM: OPERATIONAL ROADMAPS AND POST ACQUISITION INTEGRATION PLANS
Synergy identification and integrated project planning to realize transaction results, leveraging critical digital opportunities during a TSA period.
- Management Partnership
- Integration or Spin-Off
- Deal Timeline Sensitive and Resource-Based
Service across the deal lifecycle: Digital for private equity
CohnReznick helps deal teams, operating partners, and management teams leverage the power of digital and technology throughout the deal lifecycle. Setting you up to execute deals using a seamless, coordinated process from diligence to realization. Learn more about our Digital for Private Equity capabilities
Digital Fund Enablement