The most overlooked factor in deal success: technology and data

Don’t let technology and data undermine your deal. Make them a core part of how decisions get made.

Technology and data clarity for high-stakes M&A decisions

M&A deals are often high-pressure and deeply personal. They put leadership judgement on the line with very real consequences if things go wrong.

Technology and data are rarely what gets people excited about a deal. But they are often where confidence starts to slip.

We help executive deal teams understand the real technology and data implications early, enabling clear decision-making as the transaction unfolds and deliver technology separations or integrations that stand up under scrutiny.

We have worked with the team for many years to augment our technology resource capability. Most recently, the team were an integral part of our separation programme and the launch of S&W Group.

— Chief Information Officer at S&W

Why does it matter?

M&A accelerates everything. Under that pressure, technology and data risks have a habit of staying hidden until exec teams are already committed and options are limited. 

Common issues we see during the deal lifecycle are: 

Without a core M&A technology and data strategy, that integrated into the deal lifecycle, businesses may not realise the full benefits of the deal.

How we work with you

We support at the moments that matter most: before decisions are locked in, while pressure builds and when execution begins.

This is where confidence is won or lost.

We help you understand the real technology and data implications of the transaction:

  • Assess technology and data across buyer and target environments
  • Surface risks, dependencies, and hidden investment requirements

  • Test separation and integration feasibility early

  • Identify technical debt, licensing exposure, and security concerns

  • Clarify what will materially affect cost, timing, and control

The outcome: decisions based on reality, not assumptions.

As the transaction progresses, timelines tighten and scrutiny increases.

We stay close to leadership, helping translate intent into executable plans.

  • Support TSA structuring and negotiation with clear technical grounding

  • Design shared service, infrastructure, and data target states

  • Plan integrations or separations that work in practice

  • Manage contract and licensing implications

  • Map business process impacts and delivery risks

  • Support sourcing decisions where new services are required

The outcome: clear choices exec teams can stand behind.

This is where deals are tested and where value is realised or lost.

We help you move from plans to execution, maintaining momentum while reducing risk.

  • Execute technology and data integrations or migrations

  • Transform service models to fit the new organisation

  • Monitor TSA performance and support clean, timely exits

  • Rationalise systems with a clear roadmap

  • Support organisational realignment to the new operating model

The outcome: control during execution, not damage limitation. 

What do you get?

Early clarity when it matters most
A grounded view of technology and data risk before decisions become irreversible.
Confidence under deal pressure
Clear options, trade-offs, and recommendations leaders can stand behind.
Reduced exposure and cleaner outcomes
Tighter TSA scope, fewer surprises, and a credible path through complexity.
Plans that survive contact with reality
Separation or integration approaches based on how things actually work — not how they’re assumed to.
Teams that stay focused and aligned
With realistic expectations, clear priorities, and leadership support they trust.

Why choose Ortecha?

We help deal teams make complex technology and data decisions with confidence, especially when the cost of getting it wrong is high.

Here’s what we bring:

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Most asked questions

Earlier than most organisations think. 

Technology and data decisions made during diligence often shape cost, speed, and risk long after the deal completes. Bringing us in early helps surface issues while options still exist — rather than managing consequences later.

Very carefully — it’s part of the job.

We’re used to working in sensitive deal environments where information is limited, shared on a need-to-know basis, and handled with discipline. It’s not something we take lightly, and it’s never treated as a box-ticking exercise. We will all sign Non-Disclosure Agreements as required. 

By being clear, honest, and involving the right people early.

We focus on the conversations that actually matter — what’s possible, what isn’t, and where the real trade-offs are. That’s what builds trust and avoids surprises when the pressure ramps up.

We complement deal and legal advisors, rather than replace them.

Advisors focus on the transaction. We focus on whether the technology and data decisions behind it are realistic, executable and defensible once the deal moves forward. We can also execute on any separation or integration delivery requirements in the post-deal stages. 

Yes, we support you at any stage of the deal, including post-completion ensuring technology and data integration or separation requirements are met. 

Many problems emerge during execution, not planning. We support leaders through separation or integration delivery, helping maintain control when scrutiny and pressure are highest.

We work across buy-side and sell-side transactions, including mergers, acquisitions, divestments, carve-outs and complex integrations – particularly where technology, data or shared services materially affect final outcome success.

No surprises. Fewer reversals. Controlled execution.

Leaders understand the real implications of their decisions, delivery teams have clear direction and the organisation moves forward without technology and data becoming a drag on value post-deal completion. 

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Your partner for every step. 

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Practical thinking from people delivering data, AI and technology.