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Regtech platform diligence
Diligence support on an established regtech software platform, for a private equity firm.
Context
A private equity firm. Client and target not named.
My role
Outside advisor to the deal team.
The problem
The buyer needed to judge an incumbent's position as the market consolidates and AI-native vendors enter.
What I did
- Market structure analysis
- Competitive positioning
- Technology and AI assessment
What I took from it
Even with slower-moving legacy technology, an incumbent's market presence is powerful against nimble but narrow AI-native entrants.
Updated September 2026