Transaction Advisory

AI enhanced DD in accelerated time frames, surfacing risks and opportunities not possible with human effprt alone

Quicker, Deeper DD that identifies value creation

What we do

1. IT Due Diligence

Bespoke Service every time:

At the exclusivity stage we rapidly drive a bespoke approach to every IT DD that tailors our focus on exact client needs. 

As innovative, trusted advisors in both buy-side and sell-side IT DD we cover deep dive due diligence across the below 6 domains, advising our clients on the intricacies in each so that we can draw out a bespoke, focused scope for rapid completion.

  • Technology Foundation and Architecture
  • Business Capability and Scale
  • Risk, Resilience and Compliance
  • Cost and Value Optimisation
  • AI, Automation and Innovation
  •  Digital Markets and Customer Experience

Value Creation Focus:

Setting us apart from our competitors, is our ability to identify value creation levers / opportunities in buy-side targets for the 100
day plan and beyond. This can range from quick wins in early cost out or opportunities to drive additional revenue from either new streams or improved customer stickiness.

 

AI Enhanced Due Diligence:

We use our own proprietary AI tools and technology to perform AI enhanced IT Due Diligence that surfaces enhanced risks, insights and value creation opportunities with a speed and depth unattainable through manual review.

This means we help you get to your target quicker, armed with enhanced insight for the negotiation.

2. IT Carve-out

IT separation and strategic planning are essential for a successful carve-out. For a spin-off or divestiture, ensuring Day-1 readiness is crucial.

In carve-out scenarios, we identify and address the operational and technology gaps that must be closed to ensure business continuity, compliance, and scalability post-separation. This enables a smoother transition, faster stabilisation, and the creation of a platform primed for value creation.

Our expert guidance and execution will deliver a smooth and efficient transition that minimises disruption and maximises value for all stakeholders. Services include:

  • Strategic advisory and planning, from due diligence to transition strategy.
  • Seamless IT separation for operational independence, including the secure segregation of systems, data, and infrastructure.
  • Optimised IT infrastructure to modernise and streamline platforms for future growth.
  • Risk mitigation and continuity through proactive measures to ensure smooth operations and compliance.
  • Tailored solutions that meet unique carve-out challenges and goals.

3. Exit Readiness that maximises valuations

We help PE Funds and portfolio companies achieve higher valuations at exit. No matter where you are in the exit planning process, we will rapidly reduce value drags, improve EBITDA, evidence the gains and leave you with a defensible story in the data room.

  • We rapidly reduce exit value drags.

  • We will deliver a self-funding set of improvements that stand on their own merit

  • Leaders get fewer surprises in diligence and vendor calls

  • A stronger evidence-based exit valuation narrative and lower execution risk through day 1 and beyond

  • We protect value and de-risk sell side diligence with a credible upside story

What we do

  1. IT Due Diligence

Bespoke Service every Time:

At the exclusivity stage we rapidly drive a bespoke
approach to every technology DD that tailors our focus on exact client needs. 

As innovative, trusted advisors in both buy-side and sell-side IT Due Diligence we cover deep dive due diligence across the below 6 domains, advising our clients on the intricacies in each so that we can draw out a bespoke, focused scope for rapid completion.

  • Technology Foundation and Architecture
  • Business Capability and Scale
  • Risk, Resilience and Compliance
  • Cost and Value Optimisation
  • AI, Automation and Innovation
  • Digital Markets and Customer Experience

Value Creation Focus:

Setting us apart from our competitors, is our ability to identify value creation levers / opportunities in buyside targets for the 100 day plan and beyond.

This can range from quick wins in early cost out or opportunities to drive additional revenue from either new streams or improved customer stickiness.

 

AI Enhanced Due Diligence: 

We use our own proprietary AI tools and technology to perform AI enhanced IT Due Diligence that surfaces enhanced risks, insights and value creation opportunities with a speed and depth unattainable through manual review.

This means we help you get to your target quicker, armed with enhanced insight for the negotiation.

2. IT Carve-out

IT separation and strategic planning are essential for a successful carve-out. For a spin-off or divestiture, ensuring Day-1 readiness is crucial.

In carve-out scenarios, we identify and address the operational and technology gaps that must be closed to ensure business continuity, compliance, and scalability post-separation. This enables a smoother transition, faster stabilisation, and the creation of a platform primed for value creation.

Our expert guidance and execution will deliver a smooth and efficient transition that minimises disruption and maximises value for all stakeholders. Services include:

  • Strategic advisory and planning, from due diligence to transition strategy.
  • Seamless IT separation for operational independence, including the secure segregation of systems, data, and infrastructure.
  • Optimised IT infrastructure to modernise and streamline platforms for future growth.
  • Risk mitigation and continuity through proactive measures to ensure smooth operations and compliance.
  • Tailored solutions that meet unique carve-out challenges and goals.
3. Exit Readiness that maximises valuations

We help PE Funds and portfolio companies achieve higher valuations at exit. No matter where you are in the exit planning process, we will rapidly reduce value drags, improve EBITDA, evidence the gains and leave you with a defensible story in the data room.

  • We rapidly reduce exit value drags.

  • We will deliver a self-funding set of improvements that stand on their own merit

  • Leaders get fewer surprises in diligence and vendor calls

  • A stronger evidence-based exit valuation narrative and lower execution risk through day 1 and beyond

  • We protect value and de-risk sell side diligence with a credible upside story

Carve Out delivering 'Right First Time' operational independence

Our Impact

  • Quicker, enhanced DD insights in a fraction of the time, with a clear view on opportunities for upside in the target, providing for a more informed pricing negotiation.
  • Seamless IT Carve Out separation for operational independence. TSA’s that are always hit for Day 1 readiness every time.
  • Rapid exit value drag reduction, credible upside stories that protect value and derisk the sell side process

Our Impact

  • Quicker, enhanced DD insights in a fraction of the time, with a clear view on opportunities for upside in the target, providing for a more informed pricing negotiation.

 

  • Seamless IT Carve Out separation for operational independence. TSA’s that are always hit for Day 1 readiness every time.

 

  • Rapid exit value drag reduction, credible upside stories that protect value and derisk the sell side process.

Rapid value drag reduction that improves exit valuation

Let's Talk

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Barry Duncan

Head of Transaction Advisory

Steve Grice-3 2

Steve Grice

Partner, Head of Operations

Client Story

A UK-based lower-mid market PE firm was struggling with portfolio oversight and operational reporting across eight active companies. Their fund operations were spreadsheet-driven and ESG data capture was inconsistent.

Panamoure designed and implemented a unified data infrastructure, integrating operational metrics across the portfolio. We introduced RPA bots for investor reporting and compliance, and embedded ESG data collection at the portfolio level using automated data ingestion tools.

Reporting time was reduced by 60%, ESG compliance reporting became consistent across the fund, and the Operating Partner team gained real-time performance visibility. The firm is now exploring AI for predictive performance benchmarking and automated exit scenario modelling.

Specialist Insights

Specialist Insights