Our Services
To address challenges faced by the MA&D industry, we focus on a series of Foundational Services, leveraged at all stages of the purchase or portfolio management lifecycle and three common business and technology scenarios, including:
Pre & Post-Purchase Technical Due Diligence
Divestiture Carve Outs, IT Standup
Portfolio Company Transformation, Change Management and Optimization Services
Strategic AI Advisory Services
Technical Due Diligence
We help you see what others overlook. Our diligence process blends technical depth with business context, giving investors a true picture of operational readiness and potential value.
Pre and post-close technical assessments that measure scalability, reliability, and product health.
Reviews of technical debt and modernization priorities to prevent post-close surprises.
Cybersecurity, privacy, and compliance validation to surface exposure early.
Integration and optimization plans that consolidate systems, migrate data, and align infrastructure.
AI readiness assessments to identify automation and efficiency opportunities before or after acquisition.
Divestiture and Carve-Out Services
When a portfolio company separates, precision and stability matter. We handle the technical complexities so operations remain smooth while the underlying systems evolve.
Execute clean system separations without disrupting business continuity.
Design independent infrastructure and security tailored to the new entity.
Implement transitional services that preserve stability through change.
Rebuild vendor and technology ecosystems for agility and cost control.
Apply AI monitoring to detect operational or security risks during the carve-out process.
Portfolio Transformation and Optimization
Once the acquisition closes, value creation begins. CTS works with portfolio leadership to modernize systems, align strategy, and unlock growth.
Automate workflows and simplify data architecture for better speed and insight.
Optimize licensing and infrastructure costs through smarter alignment of tools and usage.
Use AI to replace manual analysis with real-time intelligence.
Strengthen security, scalability, and cloud infrastructure for long-term reliability.
Lead transformation through structured change management, Agile delivery, and DevOps integration.
Advisory Services
AI Impact Assessment for
Portfolio Companies
We evaluate how AI will reshape your portfolio — where it enhances value and where it introduces risk.
Portfolio-wide risk and opportunity mapping.
Competitive benchmarking against AI-enabled peers.
ROI modeling to measure gains from automation and modernization.
AI-Enhanced Deal Sourcing and Diligence
Deal sourcing is changing; information moves faster than ever. We help firms stay ahead with AI-driven insight and speed.
AI-powered company discovery and profiling for earlier target visibility.
Modern diligence frameworks evaluating data readiness, automation potential, and IP defensibility.
Continuous market scanning to monitor disruption signals, competitor adoption, and sector shifts.
Fund and Strategy Alignment for the AI Era
AI is redefining sectors and investment logic. We help funds adapt and communicate that evolution to investors, partners, and boards.
Sector mapping to identify where AI is reshaping industries.
Thematic investment strategy design to guide capital allocation.
LP-ready positioning that ties fund vision to AI-driven transformation.
