Technology M&A: Navigating the Private Equity Landscape

As the private equity industry continues to evolve, technology-related challenges have become central in shaping successful investments and unlocking value creation. This study delves into the critical role that IT and technology strategies play across the various phases of M&A—acquisition, ownership, and exit preparation.

This study was developed in collaboration with leading private equity funds, who are at the forefront of the industry and well-versed in the technological complexities impacting their portfolio companies.

By combining our internal expertise with their strategic insights, this report presents a comprehensive overview of the key concerns, priorities, and strategies that drive value creation and risk management. It serves as a guide for private equity firms looking to harness technology as a lever for growth, streamline operations, and optimise their technology-driven equity stories.

Among the key findings of the study, the report Technology M&A: Navigating the Private Equity Landscape reveals 8 important insights:

1. IT challenges play an increasingly important role in M&A operations: 93% of respondents indicated that technology challenges are proactively addressed during M&A processes.
2. Technology as a potential deal breaker: 1 out of 5 respondents have met situations where technology issues were a deal breaker.
3. Technology as a business enabler: alignment of the IT roadmap with the overall business strategy to unlock full business potential is crucial for 74% of respondents.
4. Technology resilience at the heart of private equity firms concerns: more than 75% of respondents stated that the top priority they want to secure is the regarding resilience of the technology.
5. High visibility required on upcoming technology investments: 78% of respondents highlighted that they want to have a clear understanding of the Tech investments required for the future.
6. Increasing concern on cyber security: 6 out of 10 respondents consider cyber security among their top 3 technology concerns.
7. Reliability and efficiency of finance systems: 76% of respondents place reporting and consolidation capabilities among their top priorities
8. Digital and AI strategy: Digital and AI are key drivers of innovation and value creation.

To learn more, request our white paper Technology M&A: Navigating the Private Equity Landscape

Editorial board: Jean-Christophe Fuzzati, Philippe Martin, Stephane Nénez

Editorial team: Adrien Kassel, Béchir Aissi, Jean-Baptiste Seferian