Let us answer if the deal is right for you
Mergers & Acquisitions
Navigate mergers & acquisitions with confidence
Every Investment, Every Merger, and Every Transaction is a Big Deal
At Cuesta, we don’t just analyze technology—we unlock its potential to drive your M&A success. Our seasoned team of operators, with experience on both sides of transactions, brings a unique blend of technical expertise and business acumen to every stage of your deal. We’re your partners in navigating the complex world of M&A, delivering actionable insights that align with your strategic goals and pave the way for sustainable growth.
Reduce Risk
Mitigate transaction risk through comprehensive technology assessment and expert advice
Eliminate Surprises
Ensure a smooth transaction process with thorough due diligence and transparent analysis of potential acquisition challenges you may face
Increase ROI
Maximize investment returns through strategic insights that enhance value and drive operational efficiencies
Unlock Scale
Enable sustainable growth by identifying and capitalizing on opportunities for operational efficiencies and synergies in your acquisitions
Post-Close Value Opportunities
Uncover strategic pathways for future growth and optimization beyond the initial transaction
Accelerate Time to Value
Streamline potential integration processes and accelerate the realization of benefits from your M&A initiatives
Our Capabilities
Technology Due Diligence
Precision technology due diligence for private equity M&A
We tailor each technology due diligence to reflect the company type, industry, level of access, and speed of the transaction. We go beyond surface-level evaluations, with a focus on decreasing investment risk and identifying opportunities to maximize ROI by identifying strengths and gaps, quantifying necessary remediations, and recommending post-close priorities. Our experienced team of operators and engineers evaluate technology strategies and roadmaps, functionality, UI/UX, architecture, scalability and supportability examining applications, SDLC processes, infrastructure, cybersecurity, data, and the technology organization.
We deliver clear, unbiased insights to inform your decision-making, reduce risks, and uncover hidden opportunities for post-close value creation.
Software Due Diligence
Unveiling software potential: in-depth software due diligence
Cuesta’s Software Due Diligence provides a comprehensive evaluation of the target company’s software assets, encompassing both functionality and underlying architecture. Our expert team analyzes the software’s capabilities, scalability, security, and maintainability to identify strengths, weaknesses, and potential risks. We examine the technology stack, languages and frameworks selected, and software development processes to assess the long-term viability and value of the software. Each personalized software due diligence can include Open-Source Code Scans, Passive Cyber Scans, and Code Reviews to maximize peace of mind.
Our assessment empowers you to make informed investment decisions and confidently navigate the complexities of software-driven businesses.
Data & AI Diligence
Elevating performance: data foundation and AI opportunity assessment
Cuesta’s Data & AI Diligence provides a comprehensive evaluation of your target company’s data infrastructure and AI capabilities. Our expert team assesses the maturity of the existing data stack, analyzes current AI implementations, and identifies priority opportunities for enhancement. We focus on uncovering where the data foundation needs to be strengthened and how to strategically incorporate AI to drive efficiencies and elevate overall performance.
Our insights help you understand the target’s data maturity and AI readiness, pinpoint high-impact areas for improvement, and chart a clear path to leveraging these technologies for competitive advantage and accelerated growth.
Cybersecurity Due Diligence
Safeguarding your investments: comprehensive cybersecurity due diligence
Cuesta’s Cybersecurity Due Diligence provides a thorough assessment of your target company’s cyber readiness. Using our proprietary framework, we evaluate the organization’s ability to identify, respond to, contain, and remediate cyber threats. Our comprehensive approach includes passive cyber scans, open-source code analysis, and penetration testing in partnership with trusted third parties. We also offer pragmatic code reviews when necessary. We provide actionable insights into potential vulnerabilities, compliance issues, and security risks.
Our expert team helps ensure you make informed investment decisions while protecting your portfolio’s technology, reputation, and bottom line in an increasingly complex digital landscape.
Product Due Diligence
Unlocking product potential: comprehensive product due diligence
Cuesta’s Product Diligence offers a holistic evaluation of the target company’s product or portfolio of products. We assess product features and capabilities as well as go-to-market approaches against a competitive landscape. We dive deep into components of the product(s) such as UI/UX, technology choices, underlying architecture, scalability, and supportability. Through expert interviews and rigorous analysis, we highlight product strengths, identify market gaps, and uncover growth opportunities.
Our deep-dive approach ensures you gain a clear understanding of the product’s unique value proposition and its potential impact on your investment decision.
Operational Due Diligence
Unlocking operational excellence: comprehensive operational due diligence
Our Operational Due Diligence provides a thorough assessment of your target company’s operational capabilities, processes, and technologies. We evaluate how well the company’s people, processes, and technology support current operations and future growth. Our analysis uncovers potential “choke points” that could hinder expansion, assesses compliance and regulatory risks, identifies areas for operational optimization, and quantifies costs savings potential.
Let us provide actionable insights to make informed investment decisions and create a robust value creation plan for post-acquisition success.
Post-Merger Integration
Maximizing value: seamless post-merger integration
Cuesta’s Post-Merger Integration expertise ensures a smooth transition and accelerated value realization for your M&A investments. Our seasoned team of technologists and operators delves deep into critical areas, including technology assessment, data integration, cybersecurity, and cultural alignment. We establish a robust Integration Management Office, develop tailored integration playbooks, and provide data acceleration services to streamline operations. From strategic roadmap definition to execution of complex workstreams, Cuesta acts as the glue binding all aspects of your integration.
We focus on minimizing disruption, optimizing synergies, and aligning integration efforts with your overall business strategy, ensuring long-term success beyond the initial merger.
Carveouts and Divestitures
Seamless separations: mastering carveouts and divestitures
Cuesta’s Carveout and Divestiture expertise ensures smooth transitions in complex business separations. We recognize the intricate connections within modern companies and address them proactively. Our approach goes beyond surface-level analysis, focusing on technology separation, people and process transition, and TSA creation support. We meticulously plan the critical path, considering tech systems, people systems, and financial systems to maintain operational integrity.
With Cuesta, you’ll navigate the complexities of carveouts and divestitures efficiently, minimizing disruption and maximizing value throughout the separation process.
Sell-Side Due Diligence
Maximize value: comprehensive sell-side due diligence
Cuesta’s Sell-Side Due Diligence helps you prepare for a successful transaction by providing a comprehensive and independent assessment of your company’s strengths and areas for improvement. Our expert team conducts a thorough review of your technology, operations, and cybersecurity to identify potential risks and opportunities. We work with you to develop a compelling narrative that showcases your company’s value proposition and growth potential to attract the right buyers and achieve optimal deal terms.
Our proactive approach ensures you are well-prepared for the due diligence process, enabling you to maximize your company’s value and achieve a smooth and successful transaction.
Cuesta Partners offers a comprehensive suite of complementary services
From Mergers & Acquisitions and Technology Strategy to Delivery & Transformation and Data & AI, we’ve designed our services to support you through every stage of your technology journey. Our team has the expertise and experience to get you from where you are to where you want to be.
Technology Strategy
Develop a comprehensive, business-driven strategy to optimize your investments and decision making
Data & AI
Create a scalable foundation for your Data and AI strategy to drive innovation and growth
Delivery & Transformation
Execute and master complex program delivery with precision and organizational alignment
SOME Of The Brands that Trust Us
How We Work: Comprehensive Support Across the M&A Lifecycle
Tailored Scope
At Cuesta, we understand that successful mergers and acquisitions require a tailored approach that addresses the unique challenges of each transaction. Our team of seasoned consultants and executive-level operators brings deep technology expertise and operational insight to every engagement, ensuring quick ramp-up and impactful results from day one.
Collaborative Approach
We focus on specific issues, digging deeper than the obvious questions to uncover hidden challenges and opportunities. We are nimble, providing easy access to collective expertise, allowing us to rapidly assess complex technology landscapes and deliver actionable insights. We begin the information-gathering process early, defining deal-specific priorities to maximize value while minimizing the effort required from targets.
Data-Driven Advice
Throughout the M&A lifecycle, we leverage data and interviews to evaluate technology landscapes, inject industry expertise, and provide detailed, action-oriented advice. Our final reports highlight key findings on tech capabilities, opportunities, and strategic paths forward–ensuring you have a comprehensive understanding of your position in the transaction. With Cuesta as your partner, navigate the complexities of M&A with confidence and clarity.
“Think of us as your tech-focused diligence partner.”
“We dive deep into your business, from customer experience to internal workflows, identifying where technology can drive efficiency, boost profitability, and enhance security. We’re not just identifying & quantifying problems; we’re building a foundation for your acquisition’s future success.”
The Private Equity group (PE) sought to purchase a majority stake in a web-based investment management platform, but needed to first understand the scalability of its customer-facing technology and internal systems.
- Back-Office & Internal Technology Diligence
- Custom Software Product Technology Review
Insights
Explore our blogs, informed by cutting-edge research, real-world project experience, and the latest industry trends, to gain valuable insights and stay ahead in your field. Discover expert perspectives and actionable advice that can enhance your knowledge and skills.
Our Team
Technology is our backbone. Engineers. Operators. Owners. Entrepreneurs. We come from the same backgrounds as our clients — and use that perspective to understand your goals. This experience and flexibility means that we’re a team full of leaders who work differently. There’s no hierarchy. We teach each other, and we learn lessons from every project and each client.
Move Fast. But Don’t Break Things.
Work with a team that has the expertise to work at the speed of your acquisition, but never steer you in the wrong direction.