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M&A Transaction Advisory for Tech Middle Market

Operator-led due diligence, valuation, and integration playbooks for technology middle-market transactions ($50M–$300M EV). We combine Big 4 financial rigor with technical due diligence so you make decisions with confidence on both 'the code' and 'the quarter.'

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Operator results

The deal model has to survive integration

Selected outcomes for this pillar include 95% customer retention post-merger, 100% staff retention 9 months post-close, and a 28,000-user migration with zero downtime. They make the M&A page about retained value, not transaction theater.

  • 95% customer retention post-merger
  • 100% staff retention 9 months post-close
  • 28,000-user migration with zero downtime

What we cover

Our Transaction Services group runs the full M&A lifecycle for tech middle-market deals — buy-side, sell-side, and post-close. Where most diligence shops stop at financial sanity checks, we dig into code quality, scalability, IP ownership, and revenue durability. That’s how 95% customer retention and 100% staff retention through complex divestitures happen.

Transaction Advisory Services (TAS)

Big 4 pedigree combined with technical depth. Quality-of-earnings, working-capital normalization, code-quality assessment, IP and license review, and revenue durability analysis. The kind of diligence that catches problems pre-LOI rather than post-close.

Valuations (VAL)

Credible ARR/MRR analysis, IP and intangibles, cap-table modeling, and 409A. Built for the rooms where multi-million-dollar arguments need to land.

Transaction Execution Services (TES)

Integration management offices and carve-outs. We’ve run 28,000-user migrations with zero downtime and held 100% staff retention 9 months post-close. The integration playbook is the difference between thesis and value.

Investment Banking (IB)

Capital raises and exits. Sell-side preparation includes the unsexy work of cleaning up financial reporting, normalizing revenue recognition, and building the data room before a banker would ever take you to market.

Why this matters

The middle market is where deals get made by people who actually have to live in the company afterward. Generalist advisors hand off after close. We don’t — because we built a firm and exited it. That perspective changes which questions get asked during diligence and which integration plays get prioritized.

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Frequently asked

What deal sizes does Human Renaissance work on?
We focus on technology middle-market transactions in the $50M–$300M enterprise value range, primarily companies with 50–300 employees and ARR profiles between $10M and $100M. We work both buy-side and sell-side.
What makes operator-led due diligence different from Big 4 diligence?
Big 4 firms run financial diligence; we run financial AND technical diligence in parallel. Code quality, scalability, IP ownership, technical debt, and post-merger integration risk are assessed by people who have actually shipped software at scale, not by accountants reading vendor questionnaires.
How long does a typical engagement take?
A diagnostic assessment runs 14 days. Buy-side diligence packages typically run 4–6 weeks. Post-close integration management offices run 90–180 days. We do not commit to retainer pricing until we agree on the work.
What's the track record on post-merger retention?
95% post-merger customer retention and 100% staff retention 9 months post-close on complex divestitures. We've also delivered 28,000-user zero-downtime migrations and held classified-system frameworks at a semiconductor fab.
Can Human Renaissance run sell-side preparation?
Yes. Sell-side preparation includes financial reporting normalization, contract hygiene, IP assignment review, customer-concentration mitigation, and pre-LOI cleanup. The goal: every issue a smart buyer's diligence team will eventually surface, fixed before they look.

Ready to move?

Operator-led diagnostic in 14 days. No retainer until we agree on the work.

Request a Turnaround Assessment