M & A Advisory

Starting with technology assessments to full due diligence and beyond—providing private equity groups with focused technology advisory engagements.

Helping Private Equity

Unpack & crystalize acquisition targets

I've worked with private equity groups to gain clarity on product direction, technical architecture, and operational execution.

  • Pre-acquisition technical due diligence — Evaluating codebases, architectures, and data models for scalability, maintainability, and modernization cost.
  • Architecture-to-valuation translation — Converting technical health into financial impact, linking modernization and automation potential directly to EBITDA multiples.
  • Post-acquisition integration planning — Creating enterprise diagrams and playbooks for merging acquired systems, data, and workflows into cohesive platforms.
  • Modernization strategy for portfolio companies — Designing AI-first roadmaps that replace legacy systems with intelligent, cloud-native architectures.
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100m+ dollars saved on acquisition due diligence

Proven impact across enterprise modernization, M&A, and technology leadership. From $100M savings to $20M+ transformations—see the outcomes.

M&A Due Diligence

$100M Saved

Prevented a costly $100 million acquisition by leading deep technical due diligence for the world’s largest title insurance company.

The intellectual capacity and technical maturity of Shawn Livermore exceeded expectations.

Paul Larkin
Former Chairman of the Board, LERETA
Leveraging Shawn on M&A Opportunities

Hands-on expertise, architecture, & leadership—for M&A.

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Assessing and defining a clear roadmap that aligns tech decisions with business goals, along with the implications and potential of AI.

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Evaluating the technical solution viability and quality across full stack : UI/UX, front-end, middle tiers, APIs, Databases, Caching, and more.

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Prepare for investment or acquisition by ensuring architecture and code are audit-ready.

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Help your developers work smarter, communicate better, and grow into mature teams.

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Diagram, plan, and implement AI, automations, and solutions to accelerate and sustain growth.

Client success stories

Proven impact across enterprise modernization, M&A, and technology leadership. From $100M savings to $20M+ transformations—see the outcomes.

$20M+ Project

Enterprise modernization at scale

Led 30+ developers to rebuild flagship products for 2nd largest US property tax processor ($18B annually).

$50M Acquisition

Holistic Software Architecture

Architected and led development teams for a legal automation software company, aquired for $50M.

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Largest Title Insurance Firm in USA

Software Product Design for Title Ins Web App

Reimagined and redesigned multiple windows desktop apps into a new design of a single, unified, modern web app.

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iOS Web App Design and Webservices

Front-end iOS design and back-end webservices architecture and development to support the new iOS app.

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DevOps

DevOps CI/CD Pipeline Implementation

Helped one of the fastest growing legal processing companies in the United States to automate its continuous integration / continuous deployment DevOps pipelines.

How I Work With Private Equity

A practical and proven advisory model for fast-moving private equity deal flow.

My goal is to provide fractional technical leadership that fills the gap between founding team vision and scalable execution.

01

Assessment & Discovery

Understand target products/services, and technical challenges & opportunities.

02

Strategy & Roadmap

Align technical goals with market and funding milestones.

03

Architecture & Execution

Design, review, and guide implementation of scalable systems.

04

Team Development

Coach internal teams to operate with confidence and velocity.

05

Ongoing Advisory

Regular check-ins to guide strategic pivots and product evolution.

"Shawn was exceptionally helpful to our business. He understood our industry well and delivered on the promise of transformational results."
Erin Fergus
Accounting Manager, PRAM
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"Shawn's work touched numerous areas of the company. His intellectual capacity and technical maturity exceeded expectations."
Paul Larkin
Former Chairman of the Board, LERETA
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"Shawn analyzed our systems, then designed, built, and scaled our flagship application from the ground up."
Eddie Batista
VP of Information Technology
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"I have worked with Shawn and I know his talent and leadership can have an enormous impact in a consulting engagement. I have seen it first-hand."
Pete Klein
Software Development Manager, Microsoft
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"Shawn is razor sharp and expert-level. Can't say enough good things about his work."
Scott DeLong
Executive Team, Confidential Client
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"I've worked with Shawn in multiple engagements over the last fifteen years. Shawn has a trusted network of diverse talent and always operates with integrity - highly recommended."
Steve Orgill
Chief Technology Officer, LERETA
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Frequently asked questions

What technical issues most commonly affect acquisition valuations?

The most impactful issues are undisclosed technical debt requiring immediate capital, architecture that cannot scale to the acquirer's use case, licensing or IP issues embedded in the codebase, and security vulnerabilities that create liability. Discovering these after close is expensive — identifying them before defines deal terms.

How quickly can a technical due diligence review be completed?

A standard assessment takes 2–4 weeks for a mid-market target. Accelerated timelines of one week are possible for focused reviews. The appropriate depth depends on deal size and what is at stake financially.

What does a technical due diligence report cover?

A review covers architecture assessment, codebase quality, infrastructure costs, team capability, security posture, and a risk register with estimated remediation costs. Findings are calibrated to inform deal terms — price adjustments, escrow provisions, or post-close remediation plans.

Can you assess AI capabilities as part of an acquisition review?

Yes. AI capability assessment covers the target's data assets, model inventory, governance maturity, integration architecture, and AI team depth. For acquirers evaluating AI-positioned companies, this has become a standard component of the diligence process.

M&A Advisory
Free assessment

How Strong Is This Acquisition’s Technology?

A buy-side scorecard for evaluating a target’s codebase, architecture, team, security, technical debt, and data before you sign.

18 questions · 6 min · Instant results
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