Workshop for Private Equity Investors and Deal Teams
Data Value, Data Protection and IT Security in M&A Transactions
A compact, transaction-focused working format. You identify data value, data protection and IT security findings at an early stage and translate them into concrete deal decisions: valuation, due diligence, SPA, closing conditions, post-closing and exit readiness.
Objective and Benefits
When data become a value driver in a deal and when they become a risk
The workshop creates a shared understanding of when data can be treated as a value driver and when data protection, data quality or IT security findings become risks. This is not a general data protection or IT security training, but an M&A-focused working format.
Reliably assess data value
Assess data not only as strategic potential, but as a verifiable value driver.
Derive deal implications
Translate findings into valuation, SPA, closing or post-closing measures.
Identify risks earlier
Address data protection, data room and security topics before signing, in the SPA and after closing.
Improve exit readiness
Take data value, governance and evidentiary readiness into account at an early stage.
Focus due diligence
Structure relevant review questions, evidence and red flags.
Central guiding question
What does a finding mean in concrete terms for valuation, due diligence, SPA, closing conditions, post-closing and exit readiness?
Target Group
Who the workshop is designed for
For private equity investors, deal teams, investment managers, operating partners, M&A leads, portfolio management and the management of portfolio companies. Suitable for buy-side processes, portfolio reviews, exit preparation and sell-side readiness.
Buy-side processes
Assess data value and risks before the acquisition and translate them into valuation.
Portfolio reviews
Review existing data assets and security maturity and prioritise measures.
Exit and sell-side readiness
Make data value, governance and evidentiary readiness robust before the exit.
Modules at a Glance
Six modules, six work products
Data as an asset
- Data as a value driver or risk factor
- Economic usability and specific use cases
- Data quality, timeliness, structure and responsibility
- Relevance for valuation, scaling and exit
Data protection / legal usability
- Asset deal vs. share deal and controllership before and after transfer
- Customer data case groups: prospecting, active customers, former customers, marketing data, bank data, sole asset
- Employee data and sensitive information in the data room
- Processors, service providers and transfer-related aspects
IT security / cyber risks
- Govern: roles, risk strategy and responsibilities
- Identify: data, systems, assets, service providers and risks
- Protect, Detect, Respond, Recover: access, logging, backup, incidents and restore
Red flags and deal implications
- Red flags by severity and relevance to the investment case
- Valuation impact and sensitivities
- SPA protection, warranties, covenants and disclosure
- Closing conditions, evidence requirements and remediation
Data room and disclosure
- Need-to-know and role-based access
- Redaction, aggregation and tiered disclosure
- Pre-signing review: which personal data may be disclosed in the data room?
- Documentation of access, exceptions and balancing-of-interests assessments
Post-closing / 100-day plan
- Finalise the Data Asset Map and appoint data owners
- Separate customer data into active customers, former customers, marketing data and retention data
- Review the vendor and processor landscape
- Provide evidence for IAM, logging, backup, incident and restore processes
Submit a non-binding enquiry
Working Formats and Exercises
| Exercise | Purpose | Result |
|---|---|---|
| Data asset mapping | Identify data assets relevant to value. | Data asset map |
| Data room before signing | Review which personal data may be disclosed and at what level of detail. | Data room checklist with approval logic |
| Customer data case groups | Classify data as active customer, former customer, marketing contact, bank data or sole asset. | Legal usability matrix |
| Security due diligence based on NIST logic | Use govern, identify, protect, detect, respond and recover as a management framework. | Security current-vs.-target profile |
| Security due diligence based on NIST logic | Translate findings into valuation, SPA, closing and post-closing measures. | Deal implications map |
| 100-day planning | Prioritise post-closing measures. | Action plan with owner, budget and deadline |
Results and Artefacts
What you take away from the workshop
Mapping of findings to valuation, SPA, closing or post-closing.
Closing Logic
Translating findings into transaction logic
The workshop ends with a concrete question: Which data, data protection or IT security findings must be addressed before signing, in the SPA, before closing or after closing so that the investment case remains robust?
Deal level
Open due diligence questions, red flags and valuation, contractual and closing-related topics.
Portfolio level
Post-closing roadmap, 100-day measures and governance development.
Exit level
Documentation, evidentiary readiness, data value and security maturity.
Core message: Data create value in M&A transactions only if their economic benefit, legal usability, quality and technical protection are robustly assessed and translated into concrete deal decisions.
The Offer
The workshop at a glance
A transaction-focused working format for your specific deal.
What we review together
- Data as an economic asset: value drivers, use cases and data quality
- Data protection and legal usability: asset deal vs. share deal, customer data case groups
- IT security based on NIST logic: Govern, Identify, Protect, Detect, Respond, Recover
- Red flags and deal implications, as well as data room and post-closing
What you take away
- Data asset map and legal usability m,atrix
- Security current vs. target profile based on NIST logic
- Deal Implications Map and prioritised 100-day plan
How the workshop is structured
- Two blocks of 4 hours each
- Block 1: awareness, scoping, fact finding
- Break: 1–2 weeks for in-depth preparation
- Block 2: solutions, strategy, roadmap
The workshop classifies and prioritises findings. It does not replace full due diligence or a legal assessment of individual cases.
Workshop details
| Duration | 8 hours, 2 x 4 hours |
| Location | Online, or on site upon request plus travel expenses |
| Number of participants | No limit |
| Number of ISiCO advisors | two |
| Format |
Individually tailored to your company |
7.900 €
zzgl. MwSt.
„What does a finding mean in concrete terms for valuation, due diligence, SPA, closing conditions, post-closing measures and exit readiness? This is the guiding question we explore with you in the workshop.“
Client testimonials
What our customers can rely on
„Working with ISiCO on our challenging project to implement an ISMS and achieve ISO certification was extremely positive. Thanks to the proactive, collaborative and solution-oriented support, we were able to complete the project in record time. ISiCO’s extensive professional expertise and experience was a key success factor."
Elisa Fahrenholz
Operations Project Manager (Legal/Compliance)
„ISiCO impresses us in particular with its interdisciplinary approach: legally sound, technically well thought out and always with a business-oriented understanding of our challenges."
Burç Kendir
CFO
Accurately assess data value in the target
Submit a non-binding enquiry for your individual workshop now to identify findings at an early stage and translate them into concrete deal decisions.