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Technology Due Diligence
We can perform an information technology audit that will help you translate the target's "state of technology" into a valid item on the cash flow statement.

Information Technology Audit for Private Equity Groups

Translating IT into dollars is important to investors

Because harnessing information technology is essential to success, private equity groups often focus on a target’s information systems from the due diligence phase right through to integration.

When you are looking at a target in manufacturing, distribution, health care, construction, real estate, retail, or other services, we have the industry experience to combine with our technology expertise. We can perform an information technology audit that will help you translate the target’s “state of technology” into a valid item on the cash flow statement. 

Combined Industry experience and technological expertise

We have experts in enterprise resource planning (ERP), supply chain management (SCM), warehouse management, customer relationship management (CRM), product lifecycle management (PLM), electronic data interchange (EDI) — you name it and we have become experts in an effort to provide the proactive services our clients expect from us.

During the due diligence and information technology auditing process, our team of experts can help you identify major technology integration expenses and minimize risk prior to deal closure.

After deal closure our experts can conduct a thorough study and technology audit to develop a transition plan for migrating and integrating the existing systems. How quickly you reach a state of compatibility in environments can make a significant impact on profitability. 

We can help you plan and implement for superior connectivity

For efficiency, you will want an integrated system. We can help you plan a system with superior connectivity that you can use to design processes and develop and access knowledge.

We can support you from planning to implementation. Our expertise and experience can help you reduce technology-related capital and operation expenses, as well as minimize expenses during integrations.

We will bring our structured, disciplined project management skills and flexible, results-driven approaches to your project.

Plante Moran has the experience and expertise to serve private equity groups. Our services for private equity groups and their portfolio companies include:

  • Deal flow (P&M Corporate Finance)
  • Strategic planning, analysis, & evaluation
  • Transaction & tax structuring
  • Transaction support services
    • Financial, strategic, operational, organizational, tax compliance, & technology due diligence
    • Purchase price allocation
    • Tangible & intangible valuation
    • Closing/opening balance sheet audits
  • Employee benefit plan review
  • Transition period support
    • Interim financial support services
    • Information technology
    • Transition plans & implementation
  • Fund assurance & tax services
    • Operational monitoring & improvements
  • Portfolio company financial reporting
  • Portfolio company tax planning & compliance services
  • Portfolio company exits
    (P&M Corporate Finance)

Contact Us

Doug Hockenbrocht




Case Studies




"Plante Moran has been working with Huron Capital for more than 15 years. Plante Moran clearly understands our funds’ goals and objectives as middle-market investors, which makes for a great working relationship. One of their best attributes is their understanding of the dynamics of family-owned businesses, which comprise the majority of Huron’s investments. The Plante team has developed a highly effective, customized approach to communicating between the business owner and the Huron deal team.

In terms of portfolio company work, the Plante Moran team has reviewed budgets and provided an independent perspective on achievability and assumptions that drive the buildup. This is helpful as we set financial targets for our portfolio companies. They’ve also been a great referral source to Huron — always on the lookout for potential add-on acquisition targets that may be interesting to our current portfolio. In this sense, they are one of our most active service providers in terms of business development."

-Brian Demkowicz, Managing Partner, Huron Capital Partners