In a technology transaction, the value and the risk live in places a generalist diligence process reads past: the dependencies under the codebase, the change-of-control and exit clauses buried in customer and supplier contracts, the compliance debt that becomes the buyer's problem at closing, and the assumptions behind the recurring-revenue metrics the price is built on. Finding them takes advisors who have sat on the investor's side of the table — and who can read the technology, the contracts and the numbers as one picture.
Who this is for
Private equity and venture investors; corporate acquirers of technology businesses; owners preparing a company for sale; portfolio companies between the deal and the exit.
What we do
- Run technology-focused due diligence: contracts and their change-of-control mechanics, IP chains and open-source exposure, data and compliance debt, supplier and fourth-party dependencies, and the substance behind ARR and churn figures.
- Support the transaction itself: the technology aspects of sale agreements, warranties and indemnities that match what diligence actually found, and earn-out metrics designed to survive contact with reality.
- Prepare sell-side readiness: fixing the findings before the buyer's advisors make them.
- Advise portfolio companies after the deal: governance, commercial contracts, and the first hundred days.
- Advise owners directly on the matters that sit between ownership and the boardroom — alongside our board and chairman work.
Why Cabo Advisory
Our partners bring fourteen years of partner-level experience in a technology-focused private equity firm — advising funds and portfolio companies through acquisitions, ownership and exits — and decades of negotiating the very contracts that diligence has to read. We know which findings matter to price, which belong in the warranties, and which are simply the industry.