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Investors & acquirers · Professional services

Technical Due Diligence for Professional services

An independent read on technology, security, and team risk before you commit the capital.

Why it matters in professional services

Client trust and confidentiality are the franchise; productising expertise with AI is the opportunity. You need technology leadership to modernise delivery and the security posture that keeps blue-chip clients confident.

  • Adopting AI to productise services and lift fee-earner productivity
  • Modernising delivery, knowledge and data platforms without disrupting the business
  • Meeting client and enterprise security expectations to win and keep accounts
  • Governing data and access across partners, contractors and clients

What you get

  • Architecture, scalability, and technical-debt assessment
  • Security, privacy, and compliance risk review
  • Engineering team, process, and delivery-capability evaluation
  • AI and data review, IP, model risk, and data rights
  • A clear report with red flags, costs, and a post-deal remediation plan

Frameworks & standards

ISO 27001Cyber EssentialsGDPR / data protectionNIST CSF

How we work in professional services

We help firms turn expertise into AI-assisted, productised services, pairing delivery and platform modernisation with the data governance and security that keeps clients confident and accounts intact.