Services

We provide unbiased, independent strategically-focused pre-close IT-ODD advisory services as well as similarly structured post-close IT Assessment advisory services.  In the case of lower middle-market enterprises with an IT platform based on an introductory-level, out-of-the-box financial application such as QuickBooks, our IT-ODD services can be structured to either define or validate the IT investment parameters necessary to establish an appropriate IT capabilities platform to achieve the acquirer’s transaction objectives.

• Our objective is to develop recurring relationships with our private equity clients, providing our services repeatedly on subsequent transactions.   

• Subsequent to all engagements, we are available to provide assistance to implement our suggested recommendations and findings at the request of our clients.

• As a truly unbiased and independent IT-ODD provider, we do not actively seek the development of follow-on services revenue from any Target that we provide our services.
  

• Unlike other IT due diligence providers, we believe that seeking diligence follow-on work post-close results in a conflict of interest and perhaps bias regarding the results and quality of the engagement.

• Our advisory services are always rendered on a fixed-fee basis.

• Our written report of findings and recommendations is typically delivered within 7-10 days of our initial contact with our designated Target point-of-contact.

• Our unique focused IT-ODD services approach and staffing model allows our private equity clients to incorporate our IT-ODD efforts within their aggregate due diligence program without increasing coordination complexities.   

• Being senior-partner-level resources, we are able to leverage our extensive knowledge of technology deployments to minimize interaction with, and intrusion upon, Target personnel relevant for our analysis.

• As seasoned M&A professionals with executive management experience, we understand the sensitivities and confidentiality concerns associated with transactions.

Pre-Close IT-ODD Advisory Services:

• Pre-Close IT-ODD Platform Acquisition Transactions Advisory Services

• Pre-Close IT-ODD Add-on & Combination Platform Integration Complexity Assessment Advisory Services

• Pre-Close IT-ODD Lower Middle Market Target Specialty Focus Application Platform Advisory Services

• Pre-Close IT-ODD Carve-Out TSA Provisions Assessment Advisory Services

• Pre-Close IT-ODD Technology Focus Specialty Assessment Advisory Services

• Pre-Close IT-ODD Franchising Complexity Specialty Assessment Advisory Services

Aqualis Partners provides the following post-close services:

• Post-Close IT Capabilities Assessment Advisory Services

• Post-Close Application Platform Advisory Services

• Post-Close Technology Focus Specialty Assessment Advisory Services

• Post-Close Add-on Integration Complexity IT Assessment Advisory Services

• Integration Planning Advisory Services — Pre and/or Post Close