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Technology Diligence. Confident M&A. Your trusted technology strategy partner.
Focus on your deal, we’ll focus on the technology
We enable private equity, investment banking, and system integrator deal teams to reduce technology risk and execute confidently from diligence through post-close transformation.
Our Services
Technical Due Diligence
Assess technology architecture, security, teams, and execution risk to give investors and operators clarity and confidence before a transaction.
AI Strategy
Identify and implement practical AI opportunities to reduce operational friction, improve decision making, and drive measurable value.
Fractional Executive
Experienced, hands-on executive leadership to stabilize operations, execute strategy, and support growth.
About BTA
BTA provides a full-service M&A support team, AI Strategy, and Fractional Executive for Private Equity, Growth Equity, Venture Capital, and Strategic buyers. We are experienced in the M&A process and provide support to your team.
Our Customers
Our customers include private equity firms, investment banks, and growth-stage companies navigating acquisitions, integrations, or periods of rapid change. We partner with teams who need clear visibility into technology risk, execution readiness, and value creation opportunities. Our work supports both pre-transaction diligence and post-close execution for organizations where technology is central to enterprise value.
How We Differ
End-to-End:
Unlike firms that stop at assessment, we support clients from pre-transaction technology diligence through post-close execution, ensuring findings turn into real operational outcomes.
Pragmatic Value Creation:
Our recommendations are grounded in real-world operating experience and designed to be implemented within the constraints of people, budgets, and timelines.
Integrated:
We combine investor-grade rigor with hands-on executive leadership, bridging the gap between strategy and day-to-day execution.
Technical Due Diligence Framework
Start off with a clear understanding of the project - execute NDA & SOW, confirm transaction stage (pre-LOI, post-LOI, confirmatory), define scope, timeline, and access expectations, identify deal lead (PE / Banker / Corp Dev), and align on final deliverables.
Output: Defined scope & success criteria
Ensure relevant data is available - secure data room access, read-only access to cloud environments, repos, security tools, ticketing systems and collect architecture diagrams, org charts, vendor contracts, security policies, and product roadmaps.
Output: Complete data intake checklist, access validation confirmation
In-depth assessments of your architecture & infrastructure, cloud cost & scalability, code sampling & SDLC, AI capabilities, security posture & compliance exposure, DevOps and deployment pipelines, IT operations maturity, vendor & dependency risk.
- Technology and Quality Assessments
- Security & Compliance Review
- Organizational Review
Output: Risk Register, Preliminary findings memo, cost-to-fix modeling
How are policies being put into action? We interview the C-Suite, Security / DevOps / Operations / Product leads, and any relevant parties. Validating roadmap credibility, team depth & succession risk, delivery bottlenecks, security truth vs. policy, cultural and execution maturity.
- Infrastructure Readiness
- IT Operations & Support
Output: Management alignment notes, confirmed or escalated risks, integration readiness insight.
We develop an executive summary and grading system covering the sellers’ products, technology and architecture, code quality, security and compliance, operations, engineering optimization, and risks. This provides your team the ability to make an accurate decision on whether to buy or avoid a company.
- Risk & Remediation Roadmap
- Final Report
Output: Final Tech DD Report, PE / IC presentation and Scorecard
Confidence in M&A and Strategy leads to effective business results.
BTA partners with investors and operators to assess technology risk, execute AI-driven value creation, and provide hands-on technology leadership through critical stages of growth and M&A. Contact us today to learn more.
