Value isn’t lost in the deal; it is lost in IT execution.
In today’s deal environment, technology is no longer a downstream concern, it is a core determinant of deal success. Fragmented IT environments, lack of unified data, accumulated tech debt, and inconsistent digital maturity across portfolio companies are slowing integration and delaying value realization.
At the same time, firms are increasing AI investments—but without strong data and platform foundations, adoption often remains limited and fails to deliver measurable outcomes. Combined with rising cybersecurity risks and talent gaps, this creates a disconnect between the deal thesis and execution.
Many firms are seeing:
- 20–40% higher IT operating costs post-acquisition
- Delayed integration timelines
- Slower synergy realization
- Lower-than-expected EBITDA outcomes
- Unaddressed technical debt slowing integration execution
This session explores how leading private equity firms, investment banks, and advisory organizations are embedding IT, data, AI, and cybersecurity into the deal lifecycle—transforming technology into a repeatable engine for value creation.
One recent engagement identified $4M in EBITDA improvement and $40M in enterprise value through targeted IT due diligence and execution—demonstrating the real, attributable impact of technology-led value creation. (Source: Everest Group Pinnacle Model benchmarking study, 119 organizations)
Learn how firms are leveraging smarter Build vs. Buy decisions, standardized platforms, unified data strategies, and AI-driven operations to accelerate integration, reduce risk, and drive measurable EBITDA impact across the deal lifecycle.
Why This Matters Now
Deal execution is becoming more complex – operationally and technologically.
Across transactions, firms are facing:
- Rising IT costs post-close instead of expected efficiencies
- Integration delays driven by fragmented systems and data
- AI investments that fail to scale or deliver measurable ROI
- Increasing cybersecurity risks across newly acquired environments
- Talent shortages limiting progress in data, AI, and modernization
- Hidden technical debt increasing complexity, cost, and integration risk
At the same time, investor expectations for faster, measurable value realization are increasing.
This creates a critical shift: IT is no longer a support function—it is central to value creation, growth, and risk mitigation, making it one of the most underutilized drivers of EBITDA in modern deal-making.
Key Takeaways
Actionable insights to align IT strategy with value creation across the deal lifecycle.
- IT as the only lever that simultaneously impacts cost, growth, and risk—shaping EBITDA outcomes
- Root causes behind rising IT OpEx, delayed integrations, and slower value realization
- The role of unified data, platform standardization, and strong foundations in enabling scalable AI
- Cybersecurity, execution risk, and IT strategy as critical determinants of value creation
Who Should Attend
Leaders responsible for driving deal value, execution efficiency, and portfolio performance.
- Private Equity Partners and Operating Teams
- CFOs, CEOs, and Chief Strategy Officers
- Heads of Portfolio Operations
- VP Strategy, M&A, and Corporate Development leaders
- Investment Banking Managing Directors and Advisors
