Tech company acquisition
Tech Company Acquisition
tasks: 43 constraints: 6 team: 16 timesteps: 25
Workflow Goal
Objective
Objective: Execute comprehensive acquisition of $150M SaaS platform company serving 50K+ enterprise customers across North America and Europe, conduct thorough technology and business due diligence, manage regulatory compliance, and achieve successful integration with retained talent and customer base within 6-month timeline.
Primary deliverables
- Technology due diligence package: software architecture assessment, code quality analysis, cybersecurity audit, IP ownership verification, infrastructure scalability evaluation, and technical debt quantification with integration complexity mapping.
- Business and financial due diligence: SaaS metrics validation (ARR, churn, CAC, LTV), customer contract analysis, recurring revenue sustainability, operational workflow assessment, and competitive positioning evaluation.
- Regulatory compliance framework: antitrust clearance coordination, HSR filing preparation, data privacy compliance verification (GDPR/CCPA), software licensing validation, and cross-border regulatory requirements.
- Integration management office establishment: executive steering committee formation, cross-functional integration teams, governance structure definition, and project management infrastructure.
- Technology systems integration strategy: platform compatibility roadmap, data migration planning, API integration design, security infrastructure harmonization, and service continuity protocols.
- Human capital integration program: talent retention strategies, cultural assessment, organizational design, compensation harmonization, and leadership transition planning.
- Customer relationship preservation: customer notification strategy, service continuity assurance, account management transition, and value proposition enhancement.
- Market positioning and synergy realization: competitive advantage articulation, product roadmap integration, cross-selling opportunities, and revenue enhancement strategies.
Acceptance criteria (high‑level)
- Technology integration completed with >99.5% service uptime maintained; zero customer data loss or security incidents.
- Key talent retention >85% for technical leadership; customer churn <5% during integration period.
- All regulatory approvals secured without conditions; IP ownership fully validated and transferred.
- Integration budget variance <10% of approved allocation; synergy targets achieved within 12 months.
- Cultural integration success with unified values and collaborative workflows.
- Post-integration revenue growth trajectory maintained or improved.
- Constraints (soft):
- Integration timeline: critical systems integration within 90 days, complete operational integration within 6 months.
- Regulatory dependencies: adapt to HSR review timeline variability; maintain compliance readiness.
- Business continuity: prioritize customer-facing system stability; maintain competitive market position.
Team Structure
| Agent ID | Type | Name / Role | Capabilities |
|---|---|---|---|
| tech_due_diligence_lead | ai | Assesses architecture and code quality Evaluates cybersecurity posture Quantifies technical debt and risks Drafts integration complexity map |
|
| business_analyst | ai | Validates ARR/churn/CAC/LTV metrics Analyzes contracts and cohorts Assesses revenue durability Summarizes operational workflows |
|
| financial_analyst | ai | Builds projection cross‑checks Sizes market and competition Analyzes valuation sensitivities Flags key model risks |
|
| systems_integration_architect | ai | Designs platform compatibility plans Plans data migration and cutovers Defines API/integration patterns Aligns security infrastructure |
|
| cybersecurity_specialist | ai | Runs security audits and gap analysis Verifies privacy/compliance posture Designs integration security controls Tracks remediation owners and SLAs |
|
| hr_integration_manager | ai | Designs retention and comms plans Runs cultural/organizational assessments Coordinates comp/benefit harmonization Guides change management and onboarding |
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| customer_success_manager | ai | Plans account transitions Ensures service continuity Coordinates comms and SLAs Monitors satisfaction and risks |
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| project_coordination_lead | ai | Establishes governance and cadence Maintains trackers and status Surfaces risks/decisions with owners Keeps artifacts consistent |
|
| regulatory_counsel | human_mock | Regulatory Counsel (Legal & Regulatory) | Advises on HSR and remedies Coordinates filings and timelines Interfaces with regulators Mitigates antitrust risks |
| data_privacy_officer | human_mock | Data Privacy Officer (Privacy & Compliance) | Reviews DPAs and data flows Sets transfer and minimization rules Approves integration controls Tracks remediation and notices |
| ip_legal_specialist | human_mock | IP Legal Specialist (Intellectual Property) | Validates IP ownership and OSS Drafts IP/OSS schedules Advises on assignment/consents Mitigates IP litigation risks |
| financial_controller | human_mock | Financial Controller (Financial Integration) | Oversees acquisition accounting Runs budget and synergy tracking Aligns reporting and controls Approves financial integration steps |
| chief_technology_officer | human_mock | Chief Technology Officer (Technology Leadership) | Approves architecture decisions Allocates technical resources Chairs integration design reviews Resolves high‑impact technical risks |
| executive_sponsor | human_mock | Executive Sponsor (Executive Leadership) | Sets success criteria and guardrails Resolves cross‑functional conflicts Approves scope and timelines Communicates status to leadership |
| target_company_ceo | human_mock | Target Company CEO (Target Leadership) | Coordinates employee communications Supports customer continuity Aligns leadership transition Approves disclosure schedule accuracy |
| integration_steering_committee | human_mock | Integration Steering Committee (Governance & Oversight) | Sets governance and decision rights Approves milestones and exceptions Allocates resources to unblock work Monitors integration KPIs |
Join/Leave Schedule
| Timestep | Agents / Notes |
|---|---|
| 0 | tech_due_diligence_lead — Technology architecture and security assessment business_analyst — SaaS metrics and customer contract validation financial_analyst — Financial projection and valuation verification project_coordination_lead — Integration management office establishment regulatory_counsel — Regulatory framework and compliance planning |
| 6 | cybersecurity_specialist — Deep security audit and compliance verification data_privacy_officer — GDPR/CCPA compliance and privacy framework assessment ip_legal_specialist — Intellectual property validation and licensing review |
| 12 | systems_integration_architect — Platform integration and migration planning hr_integration_manager — Talent retention and cultural integration strategy financial_controller — Financial integration and budget management |
| 18 | customer_success_manager — Customer relationship preservation and transition target_company_ceo — Employee communication and cultural integration leadership chief_technology_officer — Technology leadership transition and architecture approval |
| 25 | executive_sponsor — Strategic oversight and stakeholder communication integration_steering_committee — Governance, decision-making, and milestone approval |
Workflow Diagram
Preferences & Rubrics
Defined: Unknown.
Sources
- Workflow:
/Users/charliemasters/Desktop/deepflow/manager_agent_gym/examples/end_to_end_examples/tech_company_acquisition/workflow.py - Team:
/Users/charliemasters/Desktop/deepflow/manager_agent_gym/examples/end_to_end_examples/tech_company_acquisition/team.py - Preferences:
/Users/charliemasters/Desktop/deepflow/manager_agent_gym/examples/end_to_end_examples/tech_company_acquisition/preferences.py