HELPING technology investors

Acquisitions and
Divestitures

BOOSTING PORTFOLIO COMPANY VALUE

PRODUCT AND SYSTEMS REMEDIATION

LEVERAGING CROSS-PORTFOLIO STRENGTHS

Delighting our clients around the world since 2006

Venture Capital and Private Equity firms love working with us to provide help within their portfolios and advise on potential investment direction.

Rob Dillon

I relied on Thought Source to manage and execute on the complicated divestiture of Navis from Cargotec. They project managed everything from sale readiness, buyer due diligence, and the global carve-out of business systems and worldwide entities. Thought Source were 100% available, reliable and a true extension of our team.

Rob Dillon

CFO, Navis

Peter Frintzilas

The team at Thought Source have been great long term partners.  They have immersed themselves in our product portfolio, our team, and our wider market which allows them to understand and align our deal objectives with the M&A due diligence process they execute for us.

Peter Frintzilas

CEO, TeamSnap

Al Zollar

Deep, nimble and accurate! That’s why I use this team!!

Al Zollar

Board Member of BNY Mellon, Nasdaq, IBM, GCOM Software

Scott Peoples

Working with Thought Source on M&A technical due diligence, deal management and business integration has been excellent! They have become experts in our highly specialised industry and they have proven time-and-time again that they are not just advisors, but doers.

Scott Peoples

Chief Acquisition Officer, Navis

Bruno Stanziale

The Thought Source team worked wonders for our company.  I’m looking forward to our next engagement.

Bruno Stanziale

CEO, GoToro

WHAT WE BRING

For decades,  we’ve been helping investors make the right choices for their portfolio companies to boost value quickly.

VALUE OPTIMIZATION

Building on our deep experience with M&A tech due diligence we are regularly engaged by Private Equity firms to optimize company valuation over 18-24 months

STRATEGIC REVIEW AND EXECUTIVE COACHING

We build collaborative relationships with portfolio company executives to manage a program of strategic review and advice, coaching leaders in their functions and tailoring playbooks to implement targeted improvements in product, technology, teams and processes

REFINEMENT

We contribute to big picture strategies and drive results by building on PE’s in-house capabilities while working with leaders, executives and deal sponsors to add value through acceleration and by proactive risk vs opportunity management

CONSISTENCY AND PREDICABILITY FOR PORTFOLIO COMPANIES

We leverage lessons learned across multiple portfolio companies for repeatable value creation aligned with your deal thesis

WHAT WE BRING

For decades, we’ve been helping investors make the right choices for their portfolio companies to boost value quickly.

VALUE OPTIMIZATION

Building on our deep experience with M&A tech due diligence we are regularly engaged by Private Equity firms to optimize company valuation over 18-24 months

STRATEGIC REVIEW AND EXECUTIVE COACHING

We build collaborative relationships with portfolio company executives to manage a program of strategic review and advice, coaching leaders in their functions and tailoring playbooks to implement targeted improvements in product, technology, teams and processes

REFINEMENT

We contribute to big picture strategies and drive results by building on PE’s in-house capabilities while working with leaders, executives and deal sponsors to add value through acceleration and by proactive risk vs opportunity management

CONSISTENCY AND PREDICABILITY FOR PORTFOLIO COMPANIES

We leverage lessons learned across multiple portfolio companies for repeatable value creation aligned with your deal thesis

Contact us now, we love working with investors!

JUST SOME OF Our Services

Pre INVESTMENT

Pre-deal M&A Due Diligence

When “hunting” for the right target, we can help before time-critical formal due diligence commences

Competitive intelligence

Deep, real-time competitive intelligence to assess the market before you commit.

 

DURING DEALMAKING

M&A Project Management

End-to-end business function workstream management, deal communications to ensure your deal runs smoothly and to schedule

Technical & Product Due Diligence

Rapid insightful reviews of technology products and architectures, business functions and customer sentiment

POST CLOSE

VALUE BOOSTING REMEDIATION

All investments have a series of identified architectural and business system “fixes” which will rapidly boost value. We identify, prioritize and execute in partnership with your portfolio company.  

Growth-stage PE acquisitions

Rapid insightful reviews of technology products, business functions and customer sentiment

CarvE-outs and Divestments

We are experienced at business and product separation, along with ensuring that the technical asset your are selling is best represented under third party due diligence. 

integration MANAGEMENT

Integration planning, execution and management of newly acquired business assets

Organizational optimization

We ensure that the right investment and course correction is being made in teams and organizational structure.

RESOURCE BALANCING

There are many ways of cost effectively boosting technical capability without affecting EBIDTA.  Using our experience, we help you execute on the right domestic vs offshore workforce. 

Exit Strategy and Planning

Exit strategies need to be adjusted depending on market conditions.  We find that this goes hand-in-hand with technology planning and execution.  Thought Source assists investors by building and driving the right tech plan for your portfolio company based on ROI and exit timeline.

Contact us now, we love working with investors!

INTRODUCING

THE TECHNICAL DUE DILIGENCE SHOW

The Thought Source team have produced a video series covering the "behind the scenes" of performing technical due diligence for M&A projects.

FOCUSED SECTORS

We have diverse experience in specific business sectors that invest, build, are enabled and powered by technology

INDUSTRIAL, TRANSPORT & RESOURCES

Printing, packaging, shipping, logistics and natural resources

TECHNOLOGY PRODUCT COMPANIES

Enterprise software, security and infrastructure

FINANCIAL SERVICES

Banking, payments, pension plans and superannuation

 

HIGHER EDUCATION INSTITUTIONS

University IT, infrastructure and teaching delivery technology

OUR LeadersHIP

Leading each of our engagements is always one of our technologist leaders

Andrew Borzycki

Andrew Borzycki

Partner

Adam Jaques

Adam Jaques

Partner

Luke Silcock

Luke Silcock

Partner

With decades of experience around the world consulting and working directly as executives for some of technology’s largest companies, our partners have amazing breadth from building and bringing to market technology products, strategic mergers and acquisitions all the way to helping clients develop technology strategies with the right analysis, level headed planning and best-of-breed technology integration.

From our blogs

Articles about what we love

6 key tech due diligence questions to ask for strategic acquisitions in 2024

If you are a tech company acquirer undertaking tech due diligence there is a lot of information to analyze. Here are 6 key questions to ask the target that will help you decide to proceed or abandon the deal.

Technical Due Diligence

Technical Due Diligence is a formal review undertaken by the buyer prior to committing to the acquisition of a target company.  It is one of multiple Due Diligence workstreams and is particularly important in software companies.

Why Groupthink Can Ruin Technical Due Diligence Objectivity

At Thought Source, we are passionate about how the Technical due diligence we perform plays a crucial role in the success of any investment or acquisition, especially in the technology sector. It involves a thorough examination of the technical aspects of a company,...