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M&A IT Execution, Done Right. From Due Diligence to Day 100.

We are the technical execution partner for M&A transactions. Strategy firms tell you what to do. We do the work — the IT due diligence, the integration architecture, the carve-out separation, and the talent surge that makes the deal actually work.

"

Right experts deployed were of high caliber, professional and turnaround time was in a flash. Our confidence in their capability resulted in expanding our partnership to other strategic areas in IT.

RG
Rishi Gupta
VP IT Infrastructure, OCWEN Financial Services
"

Bolt Data's partnership with Gradient M has exceeded all our expectations. We consider them a critical extension of our team. They have never failed to provide best-in-class solutions.

Chuck Meredith
Chuck Meredith
Chief Experience Officer, Bolt Data
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Our three capabilities

Aligned with the full deal lifecycle

Starting with the end in mind, we advise clients on early value realisation by leveraging right-sized transformation while transacting.

01
Buy-side and sell-side

Diligences

Pre-deal value creation and guidance on investment thesis. We surface what matters before the deal closes.

  • Risks, gaps, and stability assessment
  • IT spend and organisation benchmarking
  • Hidden cost identification — technical debt and capital spend
  • Opportunity mapping — new revenue streams and EBITDA improvements
02
Integration management

Integrations

From Day 1 planning through full integration execution. We keep the business running while the deal comes together.

  • Integration strategy and planning
  • IT operating model design
  • Day 1 and Day 2 disposition planning
  • Synergy planning and cost improvement execution
03
Separation management

Spin-offs, Divestitures and Carve-Outs

Clean separation with minimal disruption. We handle the complexity of untangling shared systems, data, and teams.

  • Separation strategy and TSA analysis
  • Application and data disentanglement
  • TSA development and negotiations
  • Execution support and EBITDA improvement

Technology M&A lifecycle framework

A structured approach spanning the full deal continuum

From target screening through value realisation — every stage covered, nothing left to chance.

01

Strategy and target screening

Technology maturity benchmarking and digital capability assessment before a target is selected.

02

Pre-deal due diligence

IT due diligence and cyber risk assessment. Surface risks before they become your problem.

03

Deal signing and planning

Integration blueprint development and TSA strategy. Plan the work before Day 1 pressure hits.

04

Day 1 readiness

Identity and access readiness, application connectivity, and operational continuity from the moment the deal closes.

05

Post-merger integration

Data migration, cloud consolidation, and system rationalisation. Where most deals either create or destroy value.

06

Carve-out and separation

Application disentanglement and data separation. Clean exits with controlled timelines.

07

Value realisation

IT cost optimisation, automation, and vendor consolidation. The work that turns a good deal into a great one.

Real deals. Real outcomes.

A selection of M&A engagements we have delivered across financial services, manufacturing, and technology sectors.

Financial Services IT Transformation and Global Reorganisation

User Experience, Rebranding and Global IT Refresh

Challenge

Required improvement in user experience and IT performance across a shared hosted environment, supporting rebranding without business disruption and a large-scale global IT refresh across multiple regions.

Solution

Conducted a 360-degree IT ecosystem review, designed target architecture for email flow and system changes, and provided technical governance and programme management for the global refresh initiative.

Outcome

Successful brand launch with zero business impact. Improved disaster recovery capabilities. Established a global IT strategy supporting consistent user experience across all regions.

Citrix VDI, Cisco Network, NetApp, Microsoft Azure, Active Directory, VMware
Insurance / Global IT Separation and AI Readiness

Large-Scale IT Separation and AI-Powered Workplace Enablement

Challenge

Large-scale IT separation following a JV. Complex interlinked applications, infrastructure, and data requiring separation while maintaining service continuity under regulatory and compliance constraints.

Solution

Acted as Technical Design Authority. Defined separation architecture for applications, infrastructure, and data. Led AD separation and conducted AI Readiness Assessment with persona-based Copilot planning.

Outcome

Successful IT separation with zero major service disruption. Secure, compliant IT foundation established. Unlocked productivity and accelerated AI adoption post-separation.

Oracle eBS, ServiceNow, Splunk, Microsoft 365 Copilot, Power Platform, PKI
Services Data Architecture, Migration and Testing

Enterprise Data Mapping, Migration and Hypercare

Context

A services company had acquired another services organisation. Applications and data required migration to the target environment within a 12-week timeline aligned to TSA requirements.

Solution

Discovery and analysis of Oracle ERP, CRM, and PSA systems. Fit-Gap analysis, data extraction with completeness validation, ETL script development, and end-to-end project management across workstreams.

Outcome

Full migration completed within 12 weeks. Smooth transition with controlled cutover. Two weeks hypercare support post-migration and formal project closure as per SOW.

Oracle ERP, CRM, PSA, ETL pipelines, TSA-aligned delivery
Manufacturing Carve-Out Collaboration Services

Secure SharePoint Collaboration for a Global Manufacturing Carve-Out

Context

A global manufacturing company carved out from its parent. Presence across US and Germany. Required standalone IT infrastructure, SharePoint services, and an External Collaboration Hub for 200+ vendors.

Solution

Defined future-state solution architecture, set up Intranet Hub Site and departmental sites, implemented External Collaboration Hub with vendor domain whitelisting and PowerApp-based automation.

Outcome

Secure, compliant collaboration across 120 employees and 200+ vendors. Full documentation, vendor training, and two weeks hypercare delivered. US and EU compliance achieved.

SharePoint, Power Platform, Security Groups, PowerApps, US and EU compliance

Working on a deal?

Whether you need IT due diligence before signing, integration planning post-close, or a clean separation strategy, our M&A team is ready to engage immediately.