Software M&A White Papers

Our software M&A white papers are the field manuals our advisors use on live deals, written for buyers. Each one is a free, in depth guide to a single stage of software risk in a transaction.

The software M&A white papers library

Five guides cover the deal from end to end. The Software Due Diligence Playbook sets the pre signing method. The Post Close License Reconciliation Handbook covers the first 100 days. The Carve Out and TSA Software Exit Guide handles separation. The M&A Software Audit Defense Field Guide is for the moment a publisher notice arrives. And the Buy Side Guide to Software Risk in Deal Valuation shows how to turn exposure into a number that moves price. Each is gated behind a short work email form so we can confirm a qualified reader, then the asset opens immediately.

Five gated guides, one for each stage of software risk in a deal.

Choose a white paper by deal stage

The five gated white papers
White paper	Use it when	Cluster
The Software Due Diligence Playbook	Scoping pre deal diligence	Due diligence
The Post Close License Reconciliation Handbook	Reconciling after close	Reconciliation
The Carve Out and TSA Software Exit Guide	Separating a carve out	Carve out and TSA
The M&A Software Audit Defense Field Guide	Facing a publisher audit	Audit risk
The Buy Side Guide to Software Risk in Deal Valuation	Pricing software risk	Valuation

Key takeaways

Five gated white papers map to the five stages of software risk in a deal.
Each guide is the working method our advisors apply on live engagements, not marketing summary.
Access takes one short form with a work email, then the asset opens straight away.
Every white paper links to its cluster pillar and the matching advisory service.

Recommendations for buyers

Start with the playbook. The due diligence guide frames the exposure that every later stage manages.
Match the guide to your moment. Reconciliation after close, audit defense on notice, valuation when pricing.
Use a work email. The gate accepts corporate addresses so we can confirm a qualified reader.
Pair reading with a scope call. The guides explain the method; an engagement applies it to your deal.

Prefer worked examples? See the case studies, browse advisory services, or read the software due diligence guide.

Frequently asked questions

What software M&A white papers can I download?

Five gated guides: the Software Due Diligence Playbook, the Post Close License Reconciliation Handbook, the Carve Out and TSA Software Exit Guide, the M&A Software Audit Defense Field Guide, and the Buy Side Guide to Software Risk in Deal Valuation.

Are the white papers free?

Yes. Each is free behind a short form that asks for your full name and a work email, after which the asset opens immediately.

Why do you ask for a work email?

To confirm a qualified professional reader. The gate accepts corporate domains and asks personal or free email users to supply a work address.

Which white paper should I read first?

Start with the Software Due Diligence Playbook if you are pre deal. If you are facing a specific situation, choose the guide that matches your stage, such as audit defense or reconciliation.

Do the guides replace an engagement?

No. They explain the method in depth, but applying it to your specific deal, contracts and publishers is what a scoped engagement delivers.

Want the method applied to your deal?

The guides explain the approach. An engagement applies it to your contracts and publishers. Tell us where the deal stands.

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