M&A Services

Mergers & Acquisitions represent the pinnacle of corporate change, as they can comprehensively transform organizations, processes, and economic viability. The technological perspective on these matters is not an end in itself; rather, it must optimally support the commercial requirements of the transaction and adopt the respective viewpoint of the advising party – the buyer or the seller. However, it may be necessary to differentiate between the respective roles and situations, as the approaches and perspectives of corporates or private equity firms, as typical acting parties, can sometimes differ significantly. At Twinlake, we have bundled decades of this specific expertise for the benefit of your respective transaction. We work closely with the deal parties and also support third parties such as law firms and M&A advisors with their specific expertise in their individual workstreams within the process.

Our Approach

We combine transaction experience, technological excellence, and operational implementation strength for measurable added value in every deal phase.

Service Areas at a Glance

Due Diligence

In (IT) Due Diligence, a critical point in the deal where the target organization is illuminated and analyzed, we typically support our clients by staffing the technology or IT workstreams. Whether it’s a vendor due diligence or on the buyer’s side, the relevant aspects are identified and elaborated based on the deal rationale.

Assessment and Target Vision Development

Beyond the status quo, the key question is always what the Target Operating Model (TOM) will look like after the deal is completed and what impact this will have on the IT landscape. These impacts can be technological, operational, and personnel-related, and must be assessed, provided with a transformation plan, and commercially modeled.

Specific Applications

Redesign of process and system landscape (e.g., carve-out)

Risk assessment of legacy systems

Identification of growth opportunities

Cost and structural planning for the financial model

We create transparency regarding opportunities, risks, and target visions, enabling informed decisions based on reliable data.

Carve-out

If a consensus between buyer and seller has been reached during due diligence and subsequent negotiations, the operational implementation of the affected business unit’s independence, the carve-out, now follows after signing (or closing). For many involved parties, this process is the supreme discipline, as all plans, concepts, and procedures must now be translated from theory into practice during this phase of the deal.

Holistic Transformation of the IT Landscape

In the IT workstream, all processes, systems, and procedures of a company are usually considered and influenced, especially in corporate spin-offs, as existing IT landscapes often do not correspond to the scalability and appropriate design that the carved-out company will require in its new size.

Specific Applications

Migration or replacement of central systems (ERP, CRM, Workplace)

Establishment of an independent IT landscape for the carve-out

Management of
Transitional Service Agreements (TSAs)

Data separation and
divestment of corporate services

We ensure the secure independence of business units through structured planning and consistent operational implementation.

Post-Merger Integration

In addition to the independence of a company within the framework of a standalone carve-out, the possible strategic alternative may also be to sell the affected business unit to a strategic buyer who already possesses corresponding structures and thus a target platform into which the acquired business unit is to be integrated and migrated. This is referred to as Post-Merger Integration (PMI).
Target Vision and Integration Strategy
This ensures that by the end of the phase and the resulting project, the unit has been fully absorbed into the buyer’s systems. To achieve this, it is necessary, in addition to the results from due diligence and, ideally, direct access to the target organization after signing, to comprehensively consider the capabilities and needs of both organizations that are to form a single entity in the future, and to make the appropriate migration decisions.
Specific Applications

“Best of both”:
Combine solutions

“Buyer platform”:
Complete migration

“Reverse PMI”:
Migration to target systems

TSA management until full integration

We purposefully merge organizations and systems, ensuring successful integration with a clear focus on the target state.

M&A success begins with the right decisions

Secure the value of your transaction with experienced experts in technology, separation, and integration.