IT That Runs to a Hold-Period Clock
Diligence findings before close, a documented baseline in the first hundred days, tenant and identity consolidation as add-ons arrive, and an evidenced environment at exit. The work is sequenced to the deal, not to a service catalogue.
The Deal Lifecycle
- 1
Pre-Close Diligence
What the target actually runs, and what it will cost to integrate
- 2
First 100 Days
Environment baseline, administrative control, material gaps closed
- 3
Add-On Integration
Tenant and identity consolidation, licensing rationalised
- 4
Hold Period
One operating standard, technical debt tracked not rediscovered
- 5
Exit Readiness
Evidence a buyer will ask for, produced before they ask
- Operationally Aligned
Common Operational Challenges
What Usually Brings a Sponsor or Portfolio-Company CFO to This Page
Diligence surfaced IT risk nobody can size
Written findings with severity and estimated remediation effort, not a list of observations
An acquisition closed and nobody can say what it actually runs
Environment baseline and administrative control established before anything is changed
Three add-ons, three Microsoft tenants, three identity models
Tenant and identity consolidation sequenced so the business is not left running two of everything
A carve-out has a TSA expiry date and nowhere defined to land
Hosted infrastructure or colocation in a Northeast U.S. facility IT KORR operates directly
The environment depends on one person who knows how it works
Documentation to a published standard, which is what reduces key-person dependency at exit
A buyer is going to ask for evidence the portfolio company cannot produce
Access records, change history, recovery-test evidence and asset inventory produced continuously rather than reconstructed
By Deal Stage
The work changes shape at each stage of the hold
What a sponsor needs before close and what a portfolio company needs in year three are different problems. Each stage below names what is actually produced, because “IT support” is not a deal-stage outcome.
Pre-close
Diligence and findings
An independent read on what the target actually runs: infrastructure and its lifecycle position, Microsoft tenant and identity state, backup and recoverability, security posture, documentation that exists versus documentation assumed, key-person dependency, and the integration obstacles that will surface in the first ninety days.
What is produced
A written findings set with severity, estimated remediation effort, and the items that materially affect integration cost.
First 100 days
Stabilisation
The period where undocumented environments cost the most. Establish an environment baseline, bring patch currency and backup coverage to a defined standard, resolve administrative access that nobody can account for, and close the gaps diligence flagged as material.
What is produced
A documented baseline, a prioritised remediation sequence, and administrative control held by the portfolio company rather than by a departing owner or incumbent provider.
Add-on acquisitions
Integration and consolidation
The most repeated technical problem in the category. Each acquisition arrives with its own Microsoft 365 tenant, its own identity model, its own licensing position and its own undocumented assumptions. Consolidation is tenant and identity work before it is anything else.
What is produced
Tenant and identity consolidation, licensing rationalisation, a common access model, and vendor overlap identified and reduced.
Hold period
Standardisation and reporting
Moving from several inherited operating models to one. Common endpoint, patch, backup and identity standards across the portfolio company, with technical debt tracked rather than rediscovered at each board cycle.
What is produced
A consistent operating standard, a maintained risk register, and operational reporting a sponsor can read without translation.
Pre-exit
Exit readiness
Diligence runs in both directions. The questions a buyer will ask are the questions the sponsor asked on the way in — and the answers are documentation. Key-person dependency, undocumented configuration and unevidenced controls are all discountable at exit.
What is produced
An evidenced environment: asset inventory, access records, change history, recovery-test evidence, vendor inventory, and a materially reduced key-person dependency.
Stated Plainly
What IT KORR does not claim here
- No published private-equity client references. IT KORR will not imply a portfolio track record it has not evidenced — the capability is real, the logo wall is not offered.
- Not commercial, financial or legal diligence. IT KORR covers the technology environment; quality-of-earnings, legal opinion and market diligence sit with your other advisers.
- Not software product or engineering diligence. This is infrastructure, identity, security configuration and operations — not a code or product-architecture review.
- No security operations centre and no 24/7 threat monitoring. Penetration testing and vulnerability assessment are partner-delivered, with IT KORR coordinating.
- No proprietary portfolio-reporting platform. Reporting is drawn from the operational record set IT KORR produces, which is published and inspectable.
- Typical engagement scale runs to roughly 100 users or 500 endpoints per operating company — relevant for lower-middle-market portfolios rather than enterprise-scale platforms.
A sponsor can test every capability claim above directly — ask to see the documentation standard, and ask what a diligence findings set actually contains. The standard is published here.
Relevant Services
Microsoft 365 Management →
Tenant, identity and Conditional Access work — the substance of add-on consolidation.
Co-Managed IT →
Capability alongside a portfolio company’s internal team, with a written accountability split.
Cloud Infrastructure →
Azure migrations and ongoing configuration and cost oversight.
Infrastructure Hosting & Colocation →
A defined landing zone for a carve-out leaving a parent company’s infrastructure.
IT Documentation →
The record set that reduces key-person dependency before exit diligence.
Compliance & Governance →
Evidence production for customer security reviews and insurance renewals.
Free Tools & Guidance
The Operating Standard →
Exactly which records are produced, what each contains, and when — inspect it before engaging.
Managed vs. Co-Managed IT →
Which model fits a portfolio company that already has internal IT.
Switching IT Providers →
What actually changes when an acquired business moves off its incumbent provider.
Vendor Dependency Risk →
Concentration risk that surfaces in diligence and again at exit.
FAQ
Common Questions
Does IT KORR work with private equity firms today?
IT KORR has not published private-equity client references, and will not imply a portfolio track record it has not evidenced. What it does have is the underlying capability this work is made of: Microsoft 365 tenant and identity consolidation, Azure and infrastructure migrations, environment documentation to a published standard, compliance evidence production, co-managed delivery alongside existing internal teams, and its own Northeast U.S. data centre. A sponsor evaluating IT KORR should test that capability directly rather than take a logo wall as proof.
What does IT due diligence actually produce?
A written findings set covering infrastructure and lifecycle position, Microsoft tenant and identity state, backup coverage and demonstrated recoverability, security configuration, documentation that genuinely exists, key-person dependency, and integration obstacles — each with severity and an estimate of remediation effort. The purpose is to price and sequence the work, not to produce a document nobody reads after close.
How are add-on acquisitions consolidated into one Microsoft environment?
Deliberately, and rarely all at once. The usual sequence is to establish administrative control and a documented baseline for the acquired environment first, rationalise licensing, then consolidate identity before mailboxes and files, because identity is what every other decision depends on. Consolidating in the wrong order is the most common reason an integration stalls halfway and leaves the business running two of everything.
Can IT KORR work alongside a portfolio company’s existing internal IT team?
Yes — and in portfolio companies that is usually the right model. Co-managed delivery keeps the internal team that understands the business while supplying capability and capacity underneath it, with a written accountability split. Replacing an internal team during a hold period removes institutional knowledge at the moment it is least affordable.
Can you support a carve-out that needs to leave a parent company’s infrastructure?
This is where IT KORR’s own Northeast U.S. data centre is relevant: a carve-out under a transition-services deadline needs somewhere defined to land, and hosted infrastructure or colocation in a facility IT KORR operates directly removes a dependency that would otherwise sit with a third party. The scoping question is always the TSA expiry date, because it determines sequence more than any technical consideration.
What reporting does a sponsor receive?
Operational reporting drawn from the same record set IT KORR produces for every engagement — environment state, risk register, remediation progress, lifecycle and budget implications. IT KORR does not publish a proprietary portfolio-reporting platform, and would rather say so than imply tooling it does not operate.
What is outside IT KORR’s scope for this work?
Commercial and financial due diligence; legal and regulatory opinion; quality-of-earnings analysis; software product or engineering diligence. On the technical side: IT KORR does not operate a security operations centre or provide 24/7 threat monitoring, and penetration testing and vulnerability assessment are partner-delivered with IT KORR coordinating. Typical engagement scale is up to roughly 100 users or 500 endpoints per operating company — relevant for lower-middle-market portfolios and single portfolio companies rather than enterprise-scale platforms.
Private Equity
Scope an IT diligence or integration conversation
Tell us the deal stage and the clock you are working to — a TSA expiry, a close date, an exit timeline. We will tell you what is realistic and what is not.
No commitment required — we respond within one business day, or call (848) 200-9669 now.