Digital Transformation
for M&A & PE Teams
Get a clear view of how work runs today, where risk hides, and what it takes to improve, before you buy.
The reality in most transactions
A deal can look healthy on paper while the operating reality is held together by workarounds. Diligence needs a systems story you can trust.
Hidden manual work
Critical steps live in spreadsheets, inboxes, and side docs that never show up in diligence materials.
Unknown system risk
It’s hard to tell what breaks under change, what’s unsupported, and where access or security gaps sit.
No clear ownership
Key systems and reports don’t have a clean owner, so fixes stall and questions bounce between teams.
How modern diligence works
Workflows first. Systems follow.
We start by walking the real workflows with the people who do the work. Then we map the systems, data, and handoffs underneath. That creates a clean view of risk, effort, and priorities, plus a plan that holds up post-close.
What we build for M&A & PE teams
Diligence outputs you can use in the deal.
Workflow inventory (what matters, who runs it, where it breaks)- Systems map + ownership (system of record, admins, vendors, contracts)
- Data flow map (imports, exports, integrations, reporting dependencies)
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Risk register (security, access, continuity, manual points of failure)- Fix list with effort + cost ranges (what to stabilize vs. defer)
- Every step planned from day 1 (sequenced changes that don’t disrupt work)
What your team gets after the rebuild
What a diligence-ready operating stack looks like
Clear risk profile
See the risks that could slow the deal, disrupt Day 1, or reduce margins in the first months after close.
Faster integration
Know what to connect first, what to leave alone, and what to retire without breaking work in integration.
Safer change rollout
Go Day 1 to Day 90 with owners, guardrails, and staged rollouts that stick, so work stays stable for all.
More team capacity
Reduce manual coordination so teams can ship, support customers and keep growth moving after close daily.
Make the systems story part of diligence.
Get a clear view of risk, effort, and priorities, plus a plan your team can execute post-close.
Free resources for M&A & PE teams
Templates and guides
Practical guides, frameworks, and resources we use in real client work, shared so M&A teams can learn, adapt, and apply them in their own context.
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Switchboard Connect newsletter
Short, practical insights on operations, automation, and transformation.
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Case Studies
See how teams fixed handoffs, cleaned up systems, and removed manual work.
Browse case studies →
M&A & PE FAQ
How fast can you do this during a live deal?
We run this as a short, focused sprint with tight stakeholder time and clear weekly outputs.
Do you need access to sensitive data?
Usually no. We focus on workflows, systems, permissions, and reporting logic. If we need samples, we keep it scoped.
Will you recommend replacing major systems?
We start with stability and clarity. If a replacement is the best option, we show the tradeoffs and timing.
What do we get at the end?
A workflow inventory, systems and data maps, a risk register, and a Day 1 to Day 90 plan with priorities and effort.
Who should be involved from our side?
Corp Dev or Integration lead, plus a few owners across Ops, Finance, IT, and RevOps.
