Skip to main content
Back to Case Studies
Financial Services / HealthcareStrategic Advisor

$500M Acquisition Due Diligence

Led end-to-end security due diligence for a $500M acquisition, delivering $2.5M+ EBITDA improvement through vendor rationalization and risk consolidation.

Private Equity Firm
6 months
2024

The Challenge

A major acquisition required rapid assessment of security risks to ensure the deal's value wasn't eroded by hidden technical debt or compliance gaps.

  • 1Complex acquisition target (Payspan -> Zelis) with legacy infrastructure
  • 2Need to quantify cyber risk in financial terms for the Board
  • 3Redundant security toolsets creating unnecessary cost
  • 4Uncertain compliance posture regarding healthcare data

Our Approach

Executed a rigorous due diligence process focused on value creation, risk quantification, and post-merger integration speed.

1

Due Diligence Assessment

Conducted deep-dive technical and compliance audits to uncover hidden risks before deal closure.

2

Value at Risk (VaR)

Established a reporting framework translating cyber threats into financial exposure for the investment committee.

3

Vendor Rationalization

Identified and consolidated redundant security tools, directly improving EBITDA.

4

Integration Planning

Developed a roadmap for unifying security stacks and achieving 'exit-ready' compliance posture.

The Results

The acquisition closed successfully with zero data breaches and significant immediate financial value unlocked through efficiency.

$500M
Acquisition Secured
$2.5M+
EBITDA Improvement
100%
Audit Pass Rate
0
Data Breaches

Ready to Achieve Similar Results?

Let's discuss your security challenges and explore how I can help.

Schedule a Consultation