Cybersecurity and Compliance Technology
We help protect client information, manage access, preserve communications, and prepare your systems for recovery.
IT Support for Investment Banking and Advisory Teams
We support the people, applications, and information behind a transaction. Our engineers help firms nationwide with everyday IT, cybersecurity, technical due diligence, and system transitions.
Staff IT & collaboration
Security & records
Technical due diligence
Post-merger integration
Support for the Firm and the Transaction
Microsoft 365 and Deal-Team Collaboration
Staff accounts, Teams, SharePoint, email retention, and virtual data room access. Support for the documents and applications used during a transaction.
Technical Due Diligence
Understand the technical risks before an acquisition. We review the software, hosting, security, and support a business will need after the handover.
Post-Merger IT Integration
Plan staff access, email and tenant migrations, shared files, and application transitions. Establish the people and processes that will support the combined business.
IT Support for Your Deal Team
We administer Microsoft 365 and Google Workspace, prepare staff computers, and support shared files and business applications. Our clients include Tower Partners, a private investment bank and advisory firm.
We help your team with sign-in problems, email, Office add-ins, and remote access. We also set up and close accounts when employees join or leave. For ongoing coverage, see our managed IT services.
Working With Your Team
We work with your operations team, compliance officer, advisers, and software providers to agree on the support you need.
Existing Systems and Providers
We review the environment you use today before proposing changes. Your licenses, provider agreements, and available interfaces determine the approach.
Related Financial Technology Work
Our financial services IT work also covers payment-platform operations and application engineering. See our pricing information for managed services and project options.
Tell Us About Your Firm’s IT Needs
Describe the firm, systems, and technical work you need. An engineer will respond within one business day.
- Staff IT, collaboration, and security
- Records requirements and technical evidence
- Due diligence and operating transitions
Describe the work here. We arrange confidential document sharing and technical access separately.
Talk to an engineer
A 30-minute conversation with an engineer about what you need and next steps.
Times shown in Eastern Time
Available dates will appear here.
No time that works?