The Complete Merger & Acquisition Technology Assessment for Private Equity Firms
Database Infrastructure + Operational Performance Visibility in 30 Days
Get immediate visibility into database costs, technical debt, and operational performance through one integrated 30-day assessment. Know exactly what you acquired, where optimization opportunities exist, and what actions deliver fastest EBITDA improvement.
Fortified Data + FocustApps deliver the only PE technology assessment that connects infrastructure foundation to business performance.
The Problem: Incomplete Technology Visibility Kills Deal Value
You’ve Closed the Acquisition. Now the Clock Is Ticking.
Your investment thesis depends on database consolidation and operational efficiency, but you’re missing critical intelligence:
What You Don’t Know About Databases:
- True licensing costs buried in IT budgets, distorting your EBITDA baseline
- Technical debt hiding in unsupported versions (SQL Server 2016, MySQL 8.0, PostgreSQL 13 all reach end-of-life in 2026)
- 40-60% redundant database environments consuming unnecessary licenses
- Platform fragmentation preventing portfolio-wide consolidation
- Security and compliance gaps that will surface during exit due diligence
What You Don’t Know About Performance:
- Actual revenue and margin trends beyond seller’s rosy claims
- Operational bottlenecks limiting the growth you underwrote
- Whether you can establish credible baselines for board reporting
- How to enable portfolio-wide KPI tracking and benchmarking
Traditional Assessments Fail PE Firms:
- Take 3-6 months when you need answers in 30 days
- Analyze infrastructure OR applications, never showing how they connect
- Deliver technical reports without translating to EBITDA impact
- Consultants disappear after delivering findings with no execution support
The Cost: 67% of M&A deals fail to achieve expected synergies, with database and data integration delays as primary factors. Every month without visibility erodes value, duplicates costs, and delays the improvements your investment committee is expecting.
The Solution: One Integrated Technology Assessment
We deliver complete visibility into both your database infrastructure and operational performance through a unified 30-day assessment that shows how they connect.
What Makes This Assessment Different
✓ Complete Technology Picture – Not just databases. Not just applications. Both together, showing how infrastructure optimization enables performance improvements and where bottlenecks in one layer impact the other.
✓ PE-Specific Timeline – 30-day execution matching your compressed integration schedule. Both workstreams run simultaneously, delivering actionable findings during your critical first 90 days.
✓ EBITDA-Focused Outcomes – Every finding translates to financial impact. Database licensing optimization flows to bottom line. Performance dashboards enable the cross-selling and efficiency gains in your value creation plan.
✓ Integrated Roadmap – One coordinated implementation plan showing dependencies between database consolidation and application integration, not conflicting recommendations from separate vendors.
✓ Execution Continuity – We don’t deliver shelf reports. Both firms provide post-assessment execution services ensuring recommendations become reality through database migrations, performance optimization, managed services, and analytics expansion.
Who This Is For
- Recently closed an acquisition or are in active due diligence on data-intensive businesses
- Operate 25+ database instances across SQL Server, Oracle, PostgreSQL, or MySQL platforms
- Have database consolidation and licensing optimization as key value creation levers in investment thesis
- Need operational performance visibility and trusted baselines within first 90 days post-close
- Lack deep internal database and analytics expertise requiring external partner support
- Operate in finance, healthcare, manufacturing, or retail with mission-critical databases supporting revenue operations
- Target 20-40% database cost reduction through optimization and consolidation
- Face near-term database end-of-life deadlines (SQL Server 2016, MySQL 8.0, PostgreSQL 13 all sunset in 2026)Face near-term database end-of-life deadlines (SQL Server 2016, MySQL 8.0, PostgreSQL 13 all sunset in 2026)
- Build platforms through multiple acquisitions requiring consistent technology architecture
- Want execution continuity with post-assessment services, not just consultant reports
Expected First-Year Returns
Database Optimization
- 20–40% reduction in database licensing costs
- Typical annual savings: $150K–$500K depending on environment size
- Eliminated technical debt reducing unplanned capital requirements
- Improved database performance protecting revenue during integration
Performance Visibility
- Accelerated decision-making through operational visibility
- Enabled cross-selling and consolidation initiatives
- Faster identification of operational improvement opportunities
- Reduced time to value creation realization
Combined Impact
- 5–10x ROI on assessment investment in first year
- Direct EBITDA improvement through cost optimization
- De-risked exit through technical debt elimination and compliance improvements
- Accelerated synergy realization through unified technology roadmap
Risk Mitigation
- Avoided cost overruns from poorly planned cloud migrations
- Prevented integration delays from undiscovered database incompatibilities
- Eliminated surprises during exit technical due diligence
- Reduced operational disruption through coordinated implementation
Frequently Asked Questions
Why do we need both database and performance assessment together?
Database costs without performance context tells an incomplete story. Many optimization opportunities only become visible when you understand how infrastructure impacts business metrics. For example, database consolidation might enable portfolio-wide reporting, or performance bottlenecks might trace to database configuration issues. The integrated approach reveals connections that separate assessments miss.
How long does the assessment take?
On average, the assessment takes 30 days from kickoff to joint executive review. Both workstreams execute simultaneously for maximum speed, with coordinated touchpoints ensuring integrated findings.
Can we do just database or just performance assessment instead?
Yes, though you’ll miss the integrated insights. We can start with one assessment based on immediate priorities and expand to full technology visibility based on initial findings.
What if we have multiple portfolio companies?
Pricing scales for multi-company assessments. We can structure phased rollouts or simultaneous assessments based on your timeline and resources.
Can you assess during due diligence before close?
Yes, with appropriate access. Due diligence assessments help identify risks and opportunities before close, informing purchase price and integration planning.
What about data security and confidentiality?
We routinely work under NDA with strict confidentiality requirements. Our teams maintain appropriate security clearances and compliance certifications for finance, healthcare, and other regulated industries.
Do you work with our existing IT teams?
Absolutely. We coordinate with internal teams, work within existing change control processes, and can provide knowledge transfer if desired. Many PE firms use us as extended team when internal expertise is limited.
What happens after the assessment?
You decide. Options include engaging for post-assessment execution services (migrations, optimization, managed services, analytics expansion) or taking recommendations to execute internally. No ongoing commitment required.
How is this different from typical IT assessments?
We’re focused on PE timelines (30 days vs. 3-6 months), EBITDA impact (not just technical recommendations), integrated findings (infrastructure + performance together), and execution continuity (we don’t just deliver reports).
What if databases are already in the cloud?
We assess cloud configurations for optimization opportunities. Many cloud databases are over-provisioned, poorly configured, or using incorrect licensing models, creating significant cost reduction potential.
Do you require long-term contracts?
No. The assessment is a standalone engagement. Post-assessment services can be project-based, ongoing managed services, or analytics subscriptions based on your needs.
What if we find issues requiring immediate attention?
We flag critical risks (security vulnerabilities, imminent failures, compliance gaps) immediately, not waiting for final presentation. Quick-win opportunities identified during assessment can begin execution before full roadmap completion.
