Private Equity Acquisition Assessments

Kicking the proverbial tires

Helping private equity firms assess and evaluate the valuations, viability, and technical feasibility of acquisition targets

Sample Deliverables for Tech Assessment Engagements

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A technical arm for any private equity firm

Working under confidentiality, our consultants conduct in-depth technical assessments for private equity firms across the United States. We interview key stakeholders and technical subject matter experts to bring together a elaborate and comprehensive picture of a given technology footprint.

Step 1

Framework of Analysis

  • Establish the agreed upon framework for interviews, assessments, and analysis
  • Confirm suite of deliverables from available options

Step 2

Oversight & Reporting

  • Client oversight designations
  • Reporting intervals confirmed
  • Project plan ratified

Step 3

Personnel & Schedule

  • List of interviews with attendees
  • Topics and coverage areas
  • Schedule published

Step 4

1st Round of Interviews

  • 1st round of interviews
  • Captured content transcribed & modeled
  • Reporting to oversight

Step 5

2nd Round of Interviews

  • 2nd round of interviews
  • Captured content transcribed & modeled
  • Reporting to oversight

Step 6a

Software Tools & Products

  • Business analysts & technical architects prepare draft of deliverable materials
  • Interim stakeholder update

Step 6b (Optional)

Application or Data Deep-Dive

  • Based on the need, requirements, or criticality of a specific suite of applications, supplementary in-depth analysis may be necessary
  • Interim stakeholder update

Step 7

Iterative Refinement

  • Working with key client personnel & oversight, iterate on draft deliverables
  • Wireframes and drafts of deliverables are converted into stunning wall-sized diagrams or refined PDF documents

Step 8

Delivery Session

  • Branded edition of deliverables prepared, printed, presented
  • Final stakeholder update/delivery

"I've seen first-hand some of the handiwork from the Product Perfect leadership. They've got decades of experience and I highly recommend."

Pete Klein, Software Development Manager, Microsoft

"Designing and developing brand-new software products for our clients is the heartbeat of Product Perfect. It's what we do best."

Chad Collins, Senior Consultant, Product Perfect

"Creating beautifully-designed custom software is an art and a science. We tackle both every time."

Jeff Sherwood, Senior Consultant, Product Perfect

Common deliverables from private equity acquisition assessment engagements

Deliverables from these engagement types are helpful for many private equity clients to ascertain the technological viability and IT roadmap planning of the company being evaluated.

IT Roadmap

Supporting modernization planning or annual budgeting efforts, these IT Roadmap diagrams provide 5 to 10 year timelines showing a phased implementation plan with overlapping and complex dependencies.

Preview Deliverable Samples

AS-IS Diagrams

Typically the As-Is views will showcase the entire suite of applications across the enterprise, color-coded and clustered into dimensions, depending on the nature and needs of the client. Hexagonal is just one of many types of visual approaches to these types of diagrams.

Preview Deliverable Samples

To-Be Diagrams

These To-Be Diagrams would present potential views of a future state of the applications, post modernization or post-integration. This entirely depends on the direction and initiatives of the client and can vary widely.

Preview Deliverable Samples

Application Topology Diagrams

These comprehensive and intricate topology diagrams help to capture the specific and far-reaching integrations within all applications in the enterprise. Clients may look at the entire picture, or choose to limit the purview to just a specific subset of applications and databases.

Preview Deliverable Samples

Dependency Diagrams

Application & project milestone dependencies visualized, showing relational and logical flows.

Preview Deliverable Samples

“Product Perfect was able to analyze and articulate in great detail the nature and scope of our technology challenges, and carve out a path forward.”

Eddie Batista, VP of Information Technology, Confidential Client

Other assessment engagement types

Aside from our full service technology software consulting general offerings, we offer various other types of consultative assessment engagements, including these below.

Connect with our team for a focused,  collaborative session.

Schedule Call

Discovery Call

Senior consultants with previous experience with these types of projects can set the stage for a well-framed engagement.

Discovery Call Details

Product Deep-Dive

A focused session on your specific software applications, platforms, or projects. Typically this includes technical resources from both sides.

Product Call Details