“Their dedication to delivering high-quality results is evident at every step.”
M&A Cyber Due Diligence
Identify and mitigate cyber risks before closing with expert M&A due diligence from Charter Technology Solutions.
Request a Quote for our M&A Cyber Due Diligence
CTS Startup Support Pillars
Core
Everything you need to run IT day-to-day, without thinking about it.
End-user helpdesk support, remote and onsite. SaaS application support across Microsoft 365, Google Workspace, and core business tools.
Automated onboarding and offboarding with full identity and access management. Endpoint monitoring, OS patching, and device lifecycle support from procurement through replacement.
Network monitoring, firewall and Wi-Fi management, and managed server backups with offsite replication.
Cyber+
Everything needed to actively defend the business and satisfy insurance, customer, and investor expectations.
24/7 Security Operations Center with Managed Detection and Response.
Endpoint and cloud threat detection across Microsoft 365 and Google Workspace. DNS-based malware protection, advanced email phishing defense, and ongoing phishing simulations.
Security awareness training, centralized SIEM logging, and Incident Response Plan creation.
Advisory+
Strategic cyber risk management without hiring a full-time security leader.
Dedicated cybersecurity advisor with monthly posture review calls and annual risk assessments.
Ongoing risk tracking, vendor due diligence, and policy creation.
Audit and compliance support across ISO 27001, NIST, CMMC, and SOC 2, plus executive and board-level security reporting.
See What Clients Say About Our Due Diligence
Hear how organizations gained clarity, speed, and peace of mind during critical transitions.
Karl Cesar
Director of IT, Leaders In Our Neighborhood Charter School
“What is most impressive is the high-touch care, attention, and values of their founder!”
Charles Ortiz
Executive Director, WHIN Music Community Charter School
“Whether it is thinking through all of the aspects of preparing a new building for occupancy or overhauling the way we manage inventory, CTS has worked closely with us to ensure that our growth has been smooth and seamless. The team is detail-oriented and brings strong project management skills to the table.”
“This may have the quickest and most effective IT service support I have had in my entire nineteen-year career in education!”
“Thank you so much for coming to adjust our volume! Your quick and efficient work made a big difference, and we really appreciate your help.”
“Eric works so well with others! In this case, he worked with one of our vendors to move our office alarm system to a new laptop. Eric is a great team player!”
“What can I say about your CTS Experts and services! So thrilled to know that your IT Expert was onsite and able to correct my concerns right away. Your services are by far the best and will highly recommend them to others. Thank you!”
“I appreciated Abi’s patience, outstanding knowledge and explaining the reason for the service, making it a enjoyable and productive experience.”
Our Clients
Comprehensive M&A Cyber Due Diligence Services
Risk assessments, compliance review, and seamless transitions
Cyber Risk Assessment
In-Depth Cyber Risk Assessments
Charter’s cyber risk assessments provide a detailed review of all digital assets, systems, and processes within the target organization. This includes network infrastructure, endpoint devices, cloud platforms, and data governance practices. The result is a clear, prioritized list of vulnerabilities and exposures, giving buyers a true understanding of risk before the deal advances. Findings are delivered in actionable, business-focused language.
Policy Review & Compliance
Policy & Compliance Review
Policy and compliance reviews ensure that existing documentation, controls, and cyber insurance align with NIST CSF standards and regulatory demands. Charter evaluates whether the target’s policies meet your requirements for audits, insurance, and board reporting. Recommendations include concrete next steps to close gaps and support post-acquisition compliance, helping you avoid costly regulatory surprises.
Provider Transition Management
Managed Provider Transitions
Charter’s team coordinates all provider and vendor transitions, using a proven 30-day plan that eliminates confusion and delays. Every step, onboarding, infrastructure review, documentation transfer, and team communications, is managed for you. This structured process minimizes business disruption, ensures seamless technology operations, and provides peace of mind during high-stakes transitions.
Technical Threat Testing
Technical Testing & Threat Monitoring
Technical due diligence includes hands-on testing and monitoring to identify active threats, outdated systems, and unpatched vulnerabilities. Charter’s experts use advanced tools and human insight to uncover risks that automated scans might miss. The approach combines real-time monitoring with a focus on user-level threats, such as phishing readiness and access management, to deliver a comprehensive risk profile.
Asset Inventory Review
Asset & Lifecycle Management
Asset inventory and lifecycle management reviews ensure all hardware, software, and cloud services are accounted for, properly tracked, and securely managed. Charter provides custom reports on device status, software licensing, and asset disposition, supporting accurate valuation and mitigating the risk of lost or compromised devices during the transition period.
Continuous Cyber Support
Ongoing Post-Acquisition Support
Post-acquisition support includes quarterly cyber reviews, ongoing risk register maintenance, and continuous updates to documentation. Charter’s advisory team partners with your leadership to address new threats, align IT with changing business goals, and maintain a strong security posture as the organization evolves. This long-term approach delivers stability and confidence well beyond the deal closing.
Proven M&A Cyber Due Diligence Results Backed by Real Outcomes
20+ Years
Experience In Information And Network Security
Quarterly
Risk Review Frequency
24/7/365
Support Availability
Reveal Hidden Risks Before Closing Your Deal
See the full cyber risk picture before you sign. Charter Technology Solutions combines deep technical assessments, policy analysis, and hands-on investigation to surface vulnerabilities, outdated processes, and compliance gaps in any M&A scenario. Count on documented findings that drive confident decisions and safeguard your investment, whether you’re acquiring a school, nonprofit, or business with complex infrastructure.
Request a Cyber Due Diligence Consultation Today
Gain a clear view of risk, compliance, and value before your next merger or acquisition.
Anonymous Case Study: Network Expansion & Technology Refresh (CAP4)
Building Hybrid Learning Without Boundaries
Tailored technology, rapid deployment, and unwavering focus on student success.
Where Systems Meet Purpose: CTS and the Digital Backbone of Classical Charter Schools
From infrastructure backed by E-Rate, to cloud-based curriculum delivery, this partnership proves what’s possible when technical execution meets educational vision.
Ethos Classical—Liberal Education Rooted in Literacy & Creativity
Ethos Classical is a tuition-free K–5 charter school in Atlanta focused on a liberal education rooted in literacy and the arts, serving families who value literacy as the foundation of learning.
Frequently Asked Questions
What does M&A Cyber Due Diligence cover during a transaction?
M&A Cyber Due Diligence reviews the target organizations IT infrastructure, security controls, policies, and risk exposure. You gain clarity on vulnerabilities, compliance gaps, recent incidents, and how well systems are documented. This process helps you avoid hidden liabilities and ensures you understand the true state of technology before moving forward with an acquisition or merger.
How will M&A Cyber Due Diligence benefit my organization?
By investing in M&A Cyber Due Diligence, you can:
- Identify potential security risks before closing
- Avoid costly surprises that could affect integration or value
- Ensure compliance with regulatory and insurance requirements
- Make informed decisions with a clear view of IT strengths and weaknesses
What is the process for conducting M&A Cyber Due Diligence?
The process typically starts with an assessment of current IT assets, documentation, and security policies. You receive a clear roadmap, including:
- Initial discovery and information gathering
- Technical reviews and risk assessments
- Interviews with key stakeholders
- Delivery of actionable findings and prioritized recommendations
How long does M&A Cyber Due Diligence take and what does it cost?
Most M&A Cyber Due Diligence engagements can be completed in 2-4 weeks, depending on your organizations size and complexity. Pricing is based on project scope and the depth of analysis required. You receive a detailed proposal so you know exactly what to expect in terms of timeline and investment.
Why choose this team for M&A Cyber Due Diligence over other providers?
You benefit from a structured, documented approach backed by 15 years of experience supporting complex IT transitions. The process includes a 30-day onboarding plan to minimize disruption, expert project management, and strategic advisory support, features many other providers do not offer. You receive clear communication and practical recommendations tailored to your needs.
Transform Cyber Due Diligence into Lasting Value
- Actionable Roadmaps: Receive clear, step-by-step plans to remediate weaknesses and align IT with your business goals.
- Regulatory & Insurance Readiness: Map findings to NIST CSF and insurance requirements, supporting lower premiums and audit success.
- Seamless Onboarding: Benefit from proven 30-day transition plans that prevent disruptions for your team and end users.
- Comprehensive Documentation: Get all findings, risks, and recommendations in plain language your leadership and board can use.
- Continuous Support: Access ongoing advisory and technical support to ensure long-term stability after the deal closes.
Ensure a Secure, Confident Transition Post-Acquisition
Protect your investment at every step. Charter Technology Solutions supports your deal with real-time risk tracking, policy updates, and hands-on coordination between providers. Every technology asset, policy, and vendor is reviewed for gaps and exposure, giving you the clarity to negotiate with confidence and ensure a smooth operational handoff post-acquisition.