Skip to content
Home » Industries » IT Integration and Security for Private Equity and M&A

Private equity and M&A

Plan IT integration around the deal

Make identity, Microsoft 365 and security dependencies visible before they disrupt a transaction. Simplicity IT helps define an integration or carve-out scope and the evidence needed to proceed.

Where we can help

IT integration and separation

Assess tenant, identity, application and device dependencies. Define migration sequencing, transition-service requirements and rollback responsibilities.

Explore M&A IT integration services

Identity and security

Review privileged access, cross-company collaboration and security coverage before combining or separating environments.

Explore identity and Zero Trust services

Infrastructure decisions

Compare the current estate and Azure options using workload requirements, operating costs and migration dependencies.

Review the infrastructure assessment

AI workflow readiness

Select a portfolio-company workflow, establish its baseline and evaluate data access and human review before funding a pilot.

Use the free workflow scorecard

Keep the investment case measurable

Agree the baseline, success measures and accountable owner for each workstream. Delivery timing and operational continuity depend on the estate, customer access, third-party dependencies and the approved transition plan. A fixed ROI or a disruption-free cutover cannot be assumed in advance.

Preserve each legal entity’s permissions and data boundaries until authorized changes are agreed. The migration plan should state what must work on Day 1 and what can move later.

Prepare for the next transaction

Use the free 72-check M&A IT Integration and Carve-Out Readiness Checklist, then discuss the gaps in a fit consultation.

Get the M&A checklist Book a consultation