Software M&A Advisory Services

Our software M&A advisory services cover the full deal lifecycle, from pre signing exposure quantification to post close reconciliation, audit defense and portfolio optimization. Each line stands alone or runs end to end.

Software M&A advisory services across the deal lifecycle

Every service answers the same question at a different moment in the deal: what is the real software liability, and what is the cheapest defensible way to deal with it. Before signing we quantify exposure so it can be priced in or covered by warranty. Through close we screen contracts for change of control and assignment triggers. In the first 100 days we reconcile the combined estate. When a publisher audit lands, we defend it. And in ownership we strip out duplicated spend.

Each service stands alone or runs end to end across the deal lifecycle.

Choose the service that fits where your deal stands

Software M&A advisory services by deal phase
Service	Best engaged	Primary outcome
Software Due Diligence	Before signing	Quantified exposure to price or paper
Change of Control Review	Signing to close	Clauses that trigger consent or repricing surfaced
License Reconciliation	First 100 days	Combined effective license position
Audit Defense	On audit notice	Claim challenged and settled down
Carve Out and TSA	Separation	Clean exit from shared licenses
PE Portfolio Optimization	In ownership	Recurring cost recovery across the portfolio

Key takeaways

Eight advisory lines span pre deal diligence, change of control review, reconciliation, audit defense, carve out separation and portfolio optimization.
Pre signing work is where exposure can still move price or warranty scope, so it carries the highest leverage.
Audit defense and reconciliation protect the earnings you underwrote once the deal is done.
Engaging one team across stages prevents findings from being lost in handover.

Recommendations for buyers

Match the service to the stage. Diligence before signing, control review to close, reconciliation after.
Start with quantification. A defensible exposure number is the input every later decision depends on.
Bundle where it pays. End to end engagement keeps context and lowers total cost versus piecemeal work.
Pre book audit defense. A change of ownership is a common audit trigger, so plan the defense before the notice arrives.

Read the full method in the software due diligence guide, see outcomes in our case studies, or download a white paper.

Frequently asked questions

What software M&A advisory services do you offer?

We offer software due diligence, post close license reconciliation, carve out and transition services agreement separation, M&A software audit defense, change of control and assignment review, software spend diligence, integration and consolidation, and PE portfolio optimization.

Can we engage just one service?

Yes. Each line stands alone. Many buyers start with pre deal due diligence and add reconciliation or audit defense as the deal progresses.

When in the deal should we engage you?

As early as possible. Pre signing work lets findings be priced into the deal or covered by warranty, which is the highest leverage point in the lifecycle.

Do these services replace our legal or financial diligence?

No. They sit alongside legal, financial and code diligence and fill the one gap none of them owns: deployed software usage against entitlement for audit prone publishers.

How are services priced?

Each engagement is scoped to a fixed fee or capped budget agreed before work begins, so cost is known up front.

Not sure which service you need?

Tell us where the deal stands and we will scope the right line, or the full sequence, within one business day.

Book a confidential call