Netrio Unveils PE-Focused M&A Tech Services

Netrio has introduced a suite of M&A technology diligence and integration services designed specifically for private equity firms executing platform investments, add-on acquisitions, and carve-outs.

New M&A technology services aim to reduce deal risk

Announced on December 8, the offering is designed to help investors identify technology risks, ensure day-one continuity, and map the actual costs and integration sequence—factors that can significantly impact value creation.

Addressing gaps in traditional IT due diligence

Netrio highlights that most technology diligence ends with a static report, leaving operators exposed to lingering technical debt, overlapping systems, cybersecurity gaps, and ambiguous integration pathways. 

These issues can compound quickly during M&A. Netrio’s model aims to close this gap by pairing operator-led diligence with an actionable integration plan aligned to the deal thesis.

The service spans several detailed workstreams:

• Technology due diligence, including infrastructure, cloud, cybersecurity, applications, and IT organizational review.
• Integration strategy and transition planning, covering day-one readiness, TSA design and exit, and sequencing.
• Cybersecurity risk and compliance assessments, supported by Netrio’s 24/7 SOC.
• IT financials and vendor optimization, with OpEx/CapEx benchmarks and cost modeling.
• Organizational alignment, including governance structures and change enablement.

Each workstream produces actionable outputs, including risk heatmaps and red-flag findings, as well as cyber posture analysis and readiness plans tied to operational KPIs.

“Technology execution is often the difference between achieving the value-creation targets or falling short,” said Mark Clayman, CEO of Netrio. “Because we operate complex IT environments every day, our diligence comes with decades of operational and M&A experience, accountable owners, costed options, and a clear path to early synergies – not just analysis.”

Modular M&A diligence tiers for private equity firms

Netrio’s offering includes three modular tiers structured to match deal velocity and complexity:

• Tier 1: Rapid readiness: Pre-LOI IT and cybersecurity red-flag scan with cost indications.
• Tier 2: Full due diligence: Confirmatory diligence with detailed findings, risk matrix, and TSA scoping.
• Tier 3: Integration blueprint: Post-close execution plan, playbook, cost model, and governance framework.

Operators manage each engagement via the NetrioNow platform, which provides real-time dashboards, integration tracking, and full auditability.

Case study: navigating a complex defense-sector carve-out

Paul Dhillon, CEO of CogneSense, said Netrio’s diligence and integration planning were instrumental during a carve-out from a major defense contractor. 

“Their hands-on engagement allowed us to understand the inherited environment, untangle integrated systems, and align with CogneSense’s platform strategy,” he said. “The team identified cyber risks, CMMC and federal contract requirements, cost drivers, and modernization opportunities, delivering a roadmap for separation.”

Expanding Netrio’s role in the MSP and M&A ecosystems

With offices in the U.S. and Northern Ireland and more than 1,000 customers, Netrio continues to extend its managed services capabilities into private equity and transaction environments. The company positions the new offering as a way to help operators accelerate synergy capture and reduce execution risk across the M&A lifecycle.

2025 saw a platform release, merger integration, and services-focused growth at Netrio

We’ve covered Netrio a few times in 2025 as the company charted a new future following the three-way merger it finalized earlier this year. CRO Mike Cromwell told us at the time that the company was focused on leveraging AI and other technologies to deliver services to customers in new ways.

“We’ve got the ability now to offer global support 24/7, 365 days of the year,” Cromwell told us in August. “Our product portfolio together is about 2x what it was before, and we’re going to deliver all of that through a platform our end users can leverage. That’s going to have a huge impact and be very meaningful to local clients who didn’t previously have access to those things.”

The company launched its NetrioNow platform in September. Through that platform-based services experience, the provider wants to bring security and AI, among other things, to its customer base.

“We need to be having strategic conversations with our customers about how they can become more efficient operations,” Clayman told us in October. “Asking about things related to their supply chains, how they approach customer service and experience, what they are planning over the next few years for their own products. We need to then understand how we can help them get to where they want to go.”