The risks (dollars, time, match to corporate strategy, etc.) associated with the technology aspects of any merger or acquisition are staggering.

UpStreme has assisted numerous clients in a variety of M&A initiatives:

• Financial focused organization acquiring divisions of large financial institutions located throughout the US. Deals exceeded $60M. Performed site visits and complete Due Diligence, including go-forward plans, capital-expenditure budgets, and merger/integration planning.
• Venture Capital Firm reviewing potential portfolio candidates for investment and assistance. Individual deals above $15M each. Performed complete Due Diligence on each prospect, including business and technology review. Presented results to VC with recommended selections, investment scenarios, risks, improvement plans, and business model modifications.
• Firm preparing for "exit strategy" requested a complete audit to ensure that all area's of "risk" could be identified and corrected prior to contacting investment bankers or suitors. Provided a complete audit of all technology and business related functions. Delivered an improvement plan with possible cost structures to execute the plan... allowing the owners to determine how to maximize their improvement investment.
• Client firm seeking to acquire a competitive overseas firm with complementary functions. Executed a complete Due Diligence effort and presented a written evaluation of risks, completeness of information, compliance of acquisition target, possible legal risks to be reviewed with counsel, and documented feedback to senior management. Additionally noted EU related issues not previously considered by the client firm relating to customer data and related privacy issues.