Objectives of the Project

Technical Evaluation:

• Review the technology stack and architecture of the telecom services company.
• Evaluate the current IT platforms and their capacity to support anticipated growth.

Financial Alignment:

• Assess the necessary technology investments to achieve the growth targets.
• Determine how these investments would impact the financial model and acquisition price.

Practical Recommendations:

• Provide actionable recommendations for technology investments that support growth while maintaining financial viability.

The IT and product due diligence conducted by Liberty Advisor Group was instrumental in supporting the private equity firm’s investment decision in the telecom services company. The rapid and detailed assessment ensured that the firm had a clear understanding of the technology investments required to achieve their growth targets while maintaining financial viability. This project highlights the importance of combining deep technical expertise with practical business knowledge to make informed investment decisions.

Speed and Efficiency

• Rapid Assessment: Completed the entire assessment, including documentation review, diligence sessions, and final reporting, within two weeks.
• Detailed Reporting: Delivered a detailed final report that garnered positive feedback from the lead partner on the deal team for its speed and level of detail.

Technical and Financial Alignment

• Technology Stack Evaluation: Evaluated the current technology stack and architecture to determine its capacity to support anticipated growth.
• Investment Recommendations: Provided a series of investment recommendations that aligned with the firm’s growth targets while ensuring financial viability.
• Financial Model Impact: Assessed how the necessary technology investments would impact the financial model and the acquisition price.

Strategic Growth Support

• Growth Targets: Confirmed that the recommended technology investments would support the firm’s 3-4x customer growth thesis over the hold period.
• Financial Viability: Ensured that the recommended investments were financially viable and would not significantly alter the financial model in a negative way.