WEBINAR: How Enterprise Technology Impacts Valuation and Investment Strategy


Event Details


October 3, 2019 1 PM - 2 PM CDT




Enterprise technology applications impact the value of potential acquisitions due to the cost and risk associated with integrating or replacing them. Enterprise Resource Planning (ERP) software applications are especially costly in both licenses, services, support, and organizational change.

IT due diligence often focuses on infrastructure and security but looks past enterprise software applications. This leaves PE firms blind to the risks that IT applications pose to value, stability, and their growth objectives. Due diligence can begin pre-LOI to ensure PE understands the potential risks early in the deal cycle before major investments are made. These insights may influence value, deal structures, or investment theses.

Whether the goal is to establish a portfolio platform, validate industry fit, or understand integration or replacement costs, enterprise application diligence should be a key component of any IT due diligence strategy.

Key Takeaways

  • A real-world scenario of the steps to take when conducting “due diligence” as related to enterprise systems.
  • Understanding of the types of insights pre-LOI diligence can uncover
  • Software application strategy options that support various IT investment thesis objectives

Attendees will be able to ask questions at the end of the webinar.


Andrew Bolivar

Director, Center of Excellence
Ultra Consultants

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