Deal-Stage Evaluation
I inventory the infrastructure, quantify the debt, score the risk, and hand back an executive summary with a go/no-go framework before close.
Financial due diligence covers revenue. Technical due diligence covers what keeps the revenue running.
Acquisitions, investments, and leadership transitions share a common blind spot: the infrastructure behind the product. Revenue projections assume the systems will hold. They often will not without work no one has budgeted for.
I evaluate what is actually running, not what the org chart says is running.
The output is built for decision-makers. Executive summary first, technical appendix behind it.
Scored findings across compute, storage, networking, identity, and backup. Each item tagged with severity, remediation effort, and estimated cost. Built for board-level review.
Line-item inventory of deferred maintenance, end-of-life systems, and accumulated configuration drift. Quantified in hours and dollars so deal teams can model the true cost of ownership.
Dependency graph covering cross-system integrations, shared identity providers, and platform lock-in points. Flags what will break during consolidation and what the migration path looks like.
A decision document. Infrastructure strengths, material risks, stabilization cost, and a 12-month operational projection. Written for the people signing the deal, not the people running the servers.
What affects scope.
Field Evidence
Related work from previous engagements.
Anatomy of a Rescue: What a stabilization engagement looks like when the infrastructure has already failed. The same assessment methodology applies before close, when there is still time to price the risk.
Five Signs Your Infrastructure Is Unstable: The five patterns I screen for in every due diligence engagement. If more than two are present, the stabilization budget needs its own line item.
Manufacturing IT Failures: Patterns from the Floor: Infrastructure failures in operational environments where downtime has direct production cost. Due diligence in these settings requires physical and logical assessment.
Fixed scope. Structured for deal timelines. Typically two to four weeks.