IT Due Diligence for M&A Transactions
When your client transacts, you don't need to bring in a stranger DD firm. ITOptik turns the running cyber program into a deal-ready IT diligence package — the same methodology used by dedicated DD firms, now available as a module inside the platform you already use.
A $30K–$75K Engagement You're Currently Leaving on the Table
PE firms are acquiring SMBs at record pace. Every deal requires IT due diligence — assessing the target's technology infrastructure, security posture, compliance status, and technical debt. Today, that work goes to specialized DD firms who walk in cold, charge premium rates, and deliver reports weeks later.
But MSPs and vCISOs often know the target's environment better than anyone. ITOptik gives you the platform to formalize that knowledge into the structured, scored deliverables PE firms and acquirers expect — and capture the revenue that currently goes elsewhere.
Comprehensive Assessment Across 12+ IT Domains
Each domain scored and rolled into an overall posture rating and deal-ready risk register.
IT Governance & Strategy
Organization structure, IT leadership, strategic alignment
Infrastructure & Architecture
Network design, cloud architecture, scalability
Cybersecurity
Security controls, threat management, incident response
Data Management
Data governance, backup, retention, privacy compliance
Application Portfolio
Software inventory, technical debt, licensing
Disaster Recovery & BCP
Recovery plans, RTO/RPO, business continuity
Compliance & Regulatory
SOC 2, HIPAA, PCI DSS, NIST CSF, CIS, CMMC
IT Operations
Help desk, monitoring, change management, SLAs
Vendor Management
Third-party risk, contract review, dependency analysis
Identity & Access Management
Authentication, authorization, privileged access
Cloud & SaaS
Cloud spend, SaaS sprawl, migration readiness
IT Financial Analysis
IT budget, cost optimization, capital vs. operational spend
Deliverables That Speak the Language of Deal Teams
Executive Summary
High-level findings, A–F posture rating, top risks, strategic recommendations. Built for investment committees and board presentations.
Detailed Assessment Report
Domain-by-domain analysis with quantified scores, evidence references, and remediation priorities. The working document for technical diligence.
Risk Register
Categorized risk inventory with severity ratings, financial impact estimates, recommended mitigations. What deal teams need for purchase-price adjustments.
From Engagement to Deliverable in Days, Not Weeks
Scope the Engagement
Define assessment domains, compliance frameworks, and reporting requirements based on the transaction context.
Collect Target Company Evidence
The target company uploads documentation through a secure, branded portal. Guided checklists ensure nothing is missed.
Automated Analysis & Scoring
Documents are classified, mapped to frameworks, and scored across all domains. Red flags are surfaced and clustered automatically.
Deliver Deal-Ready Reports
Executive summaries, detailed assessments, and risk registers — formatted for transaction committees and integration teams.
You Already Know the Environment. Now Prove It.
Most DD firms walk in cold. MSPs and vCISOs who already manage the target have an unfair advantage: institutional knowledge. ITOptik lets you formalize that into the scored deliverables PE firms and acquirers expect.
Institutional Knowledge
You know the environment, the history, the skeletons in the closet. ITOptik turns that into documented, scored evidence.
Trusted Relationship
The target company already trusts you. Evidence collection that takes DD firms weeks takes you days.
Ongoing Value
After the deal closes, you're positioned as the go-to advisor for integration and remediation. One engagement becomes an ongoing relationship.
Looking for Continuous Portfolio Oversight, Not Just One-Off DD?
One-off M&A diligence is great when the LOI lands — but if you want to get ahead of cyber risk across the entire portfolio, that's what Exitrac is for. Same partner network, same methodology, but continuous and portfolio-wide.
Ready to Add M&A Due Diligence to Your Practice?
Contact us to see how ITOptik captures transaction diligence revenue on top of your recurring cyber program.