STRATEGY · M&A DUE DILIGENCE · GALVESTON, TX

Technology Due Diligence for M&A in Galveston

You are buying a business on the island and the seller's technology is a closed box. We open it before you sign, in plain language: what the systems actually do, what security debt comes attached, and what it will realistically cost to fold the company into yours.

The Problem

Deals in Galveston County rarely arrive with clean technology records. A Seawall hotel group, a marine services firm working the port, a two location clinic built on UTMB referral relationships: each one runs on software a founder chose years ago, and nobody wrote any of it down. The letter of intent gives you weeks, not months, and the seller's IT is often a part time contractor who answers email slowly. The risks that matter most on this island never show up on a balance sheet either: a primary office in a flood zone, backups sitting on a shelf in that same office, patient or policyholder records with shared logins. Buyers who skip this step learn the number after closing, when it becomes their number.

The Solution

We run a fixed scope technology assessment inside your diligence window and report in language your deal team, your lender, and your attorney can all use. That means a full inventory of systems and contracts, a security review measured against what your industry actually expects, an honest read on technical debt, and an integration estimate broken into line items instead of a hand wave. Most of the work is remote, which keeps it fast. Galveston sits inside our Houston service area, so when the environment needs eyes we come down to walk the server closet, the property, or the clinic ourselves. You get a written report and a working session to go through it.

WHAT'S INCLUDED

Core Responsibilities

What We Inventory

Servers, cloud tenants, and every line of business application actually in daily use
Software contracts, renewal dates, auto renew traps, and license true up exposure
Vendor relationships, support agreements, and who genuinely holds administrative access

Risk and Security Findings

Access control review: shared logins, stale accounts, and departed staff still enabled
Backup and recovery reality, tested against a storm that closes the island for a week
Handling of regulated records covering health, payment card, and insurance data

Deal Ready Deliverables

A findings report written for buyers, lenders, and counsel rather than engineers
An integration cost estimate split into first year spend and ongoing run rate
A first ninety days plan covering identity, email, and system consolidation
HOW IT WORKS

Engagement Process

01

Scope and Access

We agree on the target, the timeline, and what access the seller will grant. If access is limited we tell you up front what can and cannot be verified so nothing is assumed later.

02

Discovery

Interviews with the seller's staff and vendors, review of contracts and tenants, and where useful an on site walkthrough of the office, property, or clinic here on the island.

03

Findings Report

A written report ranking what is a deal issue, what is a price adjustment, and what is simply a cleanup task for after closing. Every finding carries the evidence behind it.

04

Integration Plan

A costed plan for merging identity, email, files, phones, and applications, sequenced so the acquired staff keep working while the migration happens around them.

SPECIALIZED SERVICES

More for Galveston Businesses

FAQ

Common Questions

Can you finish inside a short letter of intent window?

Usually yes. Most assessments of a company under one hundred fifty people fit inside two to three weeks once access is granted. Tell us your signing date at the first call and we will say plainly whether the scope fits it.

The seller will not give administrative access. Can you still work?

We can, with a narrower conclusion. Interviews, contracts, invoices, and screen shared walkthroughs reveal a great deal. We label every finding as verified or reported so you know exactly which parts rest on the seller's word.

Do you look at flood and storm exposure specifically?

Yes, and on this island it is one of the first things we check. We look at where the servers physically sit, whether backups leave the building, whether the team can work from the mainland, and how long the business can actually run dark.

We are acquiring a practice with UTMB referral relationships. Does that change the scope?

It does. We add a HIPAA focused review covering business associate agreements, records retention, and how patient data moves between the practice and its referral partners. Unsigned agreements and undocumented data flows are common findings and they follow the buyer.

How is this priced?

We scope it on a discovery call and quote a fixed fee for the engagement. If you go on to own the business and want ongoing support, that is a separate conversation and a fixed monthly retainer.

Ready to get started?

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Technology Due Diligence for M&A for Galveston, Texas

Galveston changes hands quietly. Owners of Seawall Boulevard hotels, restaurants near The Strand, marine service outfits along the harbor, and independent insurance agencies that grew up in American National's shadow are reaching retirement, and buyers from Houston and out of state are the ones writing offers. Almost none of these companies have a chief information officer, so their technology is whatever accumulated: an aging server in a back office, a property management system nobody has patched, an accounting package tied to one long tenured bookkeeper. Island geography turns ordinary findings into real exposure. A ground floor server closet three blocks off the Gulf is a different risk than the same closet in Sugar Land. A cruise season business that loses its booking system during a named storm loses the whole quarter, not a week. Clinics and specialty practices connected to UTMB carry patient data and business associate obligations that transfer with the entity. Marine and port service firms increasingly face security questionnaires from terminal operators and cruise lines before contract renewal, and a failed questionnaire after closing is your problem, not the seller's. Diligence here is less about elegant architecture and more about knowing precisely what you are buying before the wire goes out.

See the statewide overview of Technology Due Diligence for M&A or all services available in Galveston.