iMerge Advisors

APRIL 16, 2025

Document Tech Stack: Provide a clear architecture overview, third-party dependencies, and any known technical debt. Whether you're preparing for a full exit or exploring strategic options, early diligence preparation is one of the highest-ROI investments you can make. Flag any change-of-control clauses.

M&A 40

M&A Valuation Debt Advisory 40

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. That’s a shame because “how to get into commercial real estate” is a much easier question than “ how to get into investment banking ” for many people. but it’s fine for your first job.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Beyond M&A

MARCH 18, 2025

Tech due diligence is often seen as a forensic exercisesift through the codebase, check for scalability, security, and documentation, then stamp it as investable or not. Lets break down three often-overlooked areas of tech due diligence that can make or break an investment. Technical debt can absolutely impact valuation.

Investors 130

Investors Debt Mergers and Acquisitions Architecture 130

Beyond M&A

APRIL 10, 2025

Identifying hidden risks before they compromise your investment In technology due diligence, it’s common to encounter products that appear mature, well-resourced, and highly functionalonly to discover that they are fundamentally unscalable. Leading to feature sprawl and tech debt. Tech Debt Treated as Culture, Not Risk Simple.

Architecture 130

Architecture Debt Engineering IT 130

Beyond M&A

MAY 22, 2025

Our job isnt to mock the UIits to identify technical debt, assess upgrade paths, and tell you whether the old code is a bomb or a moat. If institutional investment is coming, we often recommend a cloud transitionbut that brings EBITDA consequences. But resilience, data quality, and architecture will make or break the deal.

Manufacturing 130

Manufacturing Retail S&P IT 130

Beyond M&A

MARCH 11, 2025

Evolving Tech DD for a Changing World Tech Due Diligence (Tech DD) has traditionally been focused on code quality, architecture, scalability, and security. Measuring a firms ability to innovate is as crucial as analyzing its technical debt. While these remain critical, the expectations from investors and acquirers are expanding.

Investors 130

Investors IT M&A Private Equity 130

The TRADE

MARCH 31, 2025

During his tenure, McLoughlin co-led a redesign of the firms operating model, integrating a cloud-native data architecture while automating a significant portion of multi-asset execution, and implementing an upgraded trading and investment platform. He assumed his most recent role as head of debt capital markets for EMEA in 2022.

Debt Capital Markets 59

Debt Capital Markets Trading Architecture Asset Management 59

iMerge Advisors

APRIL 14, 2025

Buyers want to see that AI investments are translating into scalable, monetizable features, not just experimental burn. Clean Data Infrastructure and Scalable Architecture Especially in AI-driven businesses, the quality of data infrastructure is a critical diligence item. Technical debt is a deal killer. GDPR, CCPA, AI Act)?

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40

Beyond M&A

FEBRUARY 24, 2025

Understanding Strategy Debt in Tech Due Diligence In our Technology Due Diligence (Tech DD) engagements, we analyse the narratives of management teams to understand their unique journeys. What is Strategic Debt? Strategic debt occurs when leadership intentionally defers major technology improvements to focus on business expansion.

Debt 130

Debt Architecture Private Equity Management 130