Tech Solutions Library > Critical Milestones to Stay Within Budget and Timelines During the M&A Lifecycle
3 min

Critical Milestones to Stay Within Budget and Timelines During the M&A Lifecycle

How to find the right security solution in an evolving threat landscape.

CDW Expert CDW Expert

Mergers and acquisitions (M&A) are major events that can lead to greater business value, yet the highly complex and nuanced M&A process can hold companies back from realizing full benefits. Technology compatibility, risk, cybersecurity and execution are all major hurdles that can get in the way of intended business outcomes.

From achieving customer experience requirements and targeted product operations to technical and financial synergies, we can help you maximize value and synergies (on-time and on-target) over the course of your M&A journey.

Connecting Business Outcomes to Your M&A Journey



Before the M&A, it’s important to conduct careful due diligence ahead of the deal announcement and closure date. This is where you’ll consider IT transformation and determine how technology can help the company remain relevant to customers and more advanced than competitors.

  • Review IT processes and policies and assess technology capability and maturity
  • Identify obsolete systems and technical/financial risks
  • Review information security and identify critical risk items
  • Develop roadmap to accelerate M&A goals and objectives
  • Assess technology needs, perform gap analysis and define system implementation/ integration projects
  • Perform discovery activities
  • Evaluate vendor relationships and contracts
  • Develop integration financial impacts forecast and support project cost estimating/savings
  • Create risk mitigation plan for defined projects
Image of a woman and man planning on a white board.
Close up image of a man using a laptop in a server room.


Develop a strategy that maps the current technology state to the planned future state. This phase moves you from close into transition mode so you’re ready for everything that comes with integration.

  • Perform application rationalization, placement, disposition and transformation methodology
  • Create detailed execution plans
  • Establish network connectivity
  • Establish trust and directory services
  • Consolidate email and collaboration system(s)
  • Procure and implement new infrastructure


As you move into the integration phase and beyond to realize synergies and value, we’ll be there in lockstep to help you prepare your systems, address compliance issues and deliver effective employee communications.

  • Define data center consolidation strategy and migration plan
  • Define BCDR consolidation strategy
  • Define integrated security policy and implementation plan
  • Deploy and/or migrate IT infrastructure and business systems in accordance with DC, security and BCDR strategies
  • Perform validation testing
  • Track and measure attainment of integration financial impacts
  • Assess M&A value realized
  • Preserve integration documents for audit trail
Close up laptop screen displaying data visualization.

CDW is ready to help support your desired business outcomes from an M&A investment and ensure you have the right solutions and services in place to achieve those goals.

M&A Technology and Cybersecurity Due Diligence Risk Assessment

CDW provides an independent assessment of risk across the overall technology portfolio and ecosystem to identify major issues that may adversely affect the merger.

M&A Preparation and Leadership

CDW will work with you to help prepare for merger integration and provide leadership in the areas of strategy, governance, communication, resourcing, program management, risk management and Day 0/Day 1 planning.

Specialized Services

Our managed services team can support your most complex infrastructure and applications.

Explore how CDW can help your M&A IT transition be as seamless as possible.

Contact your account team, or give us a call.


Explore how CDW can help your M&A IT transition be as seamless as possible.

Contact your account team, or give us a call.