USE CASE

Mergers and acquisitions (M&A)

The CIO M&A playbook: accelerate value and de-risk integration

Research shows 80% of value-losing M&A deals lacked a technology integration plan at signing, leading to deal failure with missed deadlines, hidden costs, security risks, and lost deal synergies. It’s a major oversight that the CIO’s role in M&A is often underestimated, treated as a post-deal clean-up rather than a strategic enabler.

Executive overview

The Citrix platform provides the foundation to support the CIO, de-risk the M&A lifecycle, and accelerate deal value, preserving the intended value of the M&A transaction.

M&A challenges across the lifecycle

Strategy and target identification: Environment creation for secure collaboration workspaces is complicated, slow, and can be an attack target.

Due diligence and negotiation: Providing fast, secure, access to confidential data externally is difficult. Conducting technical due diligence relies on potentially incomplete or optimistic documentation, making synergy estimates unrealistic, putting valuations at risk.

Post-merger integration: Fragmented, inefficient, insecure, and complex IT environments result in slow onboarding, outdated endpoints, application sprawl, and poor performance all hindering productivity.

Value realization and long-term optimization: Redundant and legacy applications, as well as overprovisioned resources, prevent realization of deal value.

Divestitures and carve-outs: Untangling “spaghetti architecture”, applications, and data introduce significant technical, operational risk and lengthy timelines.

BENEFITS

Business outcomes

Adopting the Citrix platform for M&A delivers tangible, strategic business outcomes by creating an “acquisition-ready” enterprise and transforming IT into a deal accelerator.

Two people shaking hands in a modern indoor environment

Accelerate timelines

The Citrix platform speeds the realization of a deal's intended value by up to 40%.

Strategy & target identification: A pre-deployed secure, centralized Citrix platform streamlines data-driven assessments and collaboration, making the process faster by 4-8%
Due diligence: Virtual Deal Rooms can be provisioned in a matter of hours along with technical due diligence obtained with Citrix’s observability technology accelerating this stage by 30-50%
Valuation and negotiation: Granular data obtained in Due Diligence speeds valuation and negotiation by 25-30%
Post-merger integration: The Citrix unified application portal accelerates Day 1 onboarding by up to 50%
Divestitures and carve-outs: A pre-deployed Citrix platform cuts divestiture and TSA exit timelines by 40-60%

Modern office hallway with people in motion and a meeting room visible in the background

Reduce costs

Citrix improves productivity and lowers ongoing operational costs.

Reduce IT expenses: Realize 30% cost efficiency through IT staff efficiency and infrastructure rationalization
Increase business productivity: Achieve immediate Day 1 access and decrease downtime with Citrix’s virtual desktop capabilities
Lower capital expenses: Repurpose and extend hardware lifecycles with Citrix’s endpoint OS
Eliminate ongoing costs: Right-size cloud infrastructure and reduce surplus licensing with the consolidated Citrix Platform License

Two people intently looking at a laptop together

De-risk the transaction

Zero Trust access and policy-driven browsing ensure data protection, and deep observability identifies risk.

Avoid value destruction: Mitigate the risk of failure by proactively establishing an acquisition-ready organization
Secure data: Enable auditable secure access to confidential deal data during due diligence and divestitures
Improve deal valuation: Gain deep insights into the M&A target’s IT infrastructure which supports smarter negotiations, accurate budgeting, and smoother post-acquisition planning

Citrix is best suited for organizations in regulated industries, and those leveraging merger and acquisition use cases with large-scale, complex needs spanning on-premises, public and private clouds, graphic-intensive workloads, and global user bases.

2025 Gartner® Critical Capabilities for Desktop as a Service Report

Get the full report