Comprehensive Operations, IT, and AI Due Diligence Solutions

The ability of technology platforms, products, and operating environments to scale efficiently is increasingly critical to long-term value creation, particularly as the rapid pace of AI innovation reshapes competitive dynamics, creating both significant growth opportunities and material disruption risks.

Pre Transaction

Kroll helps clients prepare for successful transactions by shaping investment theses, assessing strategic alternatives, and positioning assets to maximize value. Through comprehensive financial, tax, operational, regulatory, cyber and reputational risk assessments, we help clients validate value drivers, mitigate downside risk and make informed decisions regarding pricing, deal structure and risk allocation.

Services

  • IT organization and third-party support assessment
  • Infrastructure, architecture and scalability review
  • CAPEX / OPEX and investment needs analysis
  • Technology platform and product fit-for-purpose
  • Technical debt, roadmap and delivery capability review
  • Cost savings, synergies and value creation assessment
  • AI / NLP capability assessment
  • Validation of AI performance and management claims
  • Assessment of GenAI/LLM and disruption risk
  • Assessment of data strategy and AI competitive moat
  • Omnichannel and product capability validation
  • AI security and model risk assessment
  • AI contractual, IP and data rights

Deliverables

  • Independent assessment of the technology environment, product platform, and scalability
  • Analysis of technology costs, investment needs, synergies, and value creation opportunities
  • Prioritized findings and recommendations to support valuation, transaction planning, and post-close execution
  • Assessment of AI capabilities, maturity, and competitive differentiation
  • Validation of AI performance claims and value drivers
  • Identification of AI-related operational, security, contractual, and regulatory risks
  • Actionable recommendations to support transaction objectives

Post Transaction

Following a transaction, Kroll supports clients in driving performance, optimizing value and managing complexity across their investments. Whether preparing for an exit, navigating a restructuring or executing a turnaround, we provide the strategic insight and execution support needed to enhance value creation, protect investments and deliver successful outcomes.

Services

  • Infrastructure Implementation & Cloud Migration
  • Software Selection & IT Roadmap Strategy
  • Technology and Product Roadmap Execution
  • AI strategy and value creation roadmap development
  • Data strategy, governance and AI moat strengthening
  • AI governance, security and risk management transformation

Deliverables

  • Post-deal target-state technology architecture and implementation roadmap
  • Implementation plan with prioritized initiatives, timelines, and expected business outcomes
  • Prioritized AI value creation roadmap aligned to growth, efficiency, and long-term investment objectives
  • Data governance and AI enablement strategy
  • Target-state AI governance, security, and risk management framework

Key Outcomes

Buy-Side
Sell-Side
Improved confidence in the scalability and resilience of the technology platform
Stronger articulation of technology strengths, scalability, and growth readiness
Improved confidence in the scalability and resilience of the technology platform
Improved ability to substantiate management's technology strategy and roadmap
Clearer understanding of technology-related risks that may impact growth, margins, or integration
Early identification and remediation of issues that could impact valuation or buyer confidence
Enhanced visibility into value creation opportunities, synergies, and post-close priorities
Clearer demonstration of technology-enabled differentiation and operational maturity
Improved confidence in investment theses that rely on AI-driven growth and differentiation
Improved readiness to support AI-related management claims with credible evidence
Enhanced ability to prioritize value creation initiatives following acquisition
Clearer positioning of AI capabilities, data assets, and competitive differentiation
Reduced risk of overvaluing AI capabilities and growth potential
Early identification and remediation of issues that could create buyer concern or valuation pressure
Clearer understanding of sustainable competitive advantage and disruption risk

Our Experience

Deep expertise in software products and technology operating models
Dedicated Technology M&A advisory practice engaged in 300+ M&A transactions
Specialized AI governance, security and model risk capabilities
Dedicated expertise assessing technology risks, investment needs and value creation opportunities

Stay Ahead with Kroll

Comprehensive Due Diligence Solutions

Our Comprehensive Due Diligence solutions help clients minimize risks and make the most informed business decisions. We support in the areas of tax, compliance and regulatory, operations/strategy, M&A, financial and accounting, investigations, disputes and cyber/IT risk.