By Andréa Leichtman, VP of Opportunity Research
OrangeSlices has seen a steady rise in requests over the past year from organizations seeking clarity on the active contracts and contract vehicles held by companies involved in M&A activity. Many of these requests come from firms looking to understand which contracts may become more vulnerable at recompete once ownership changes. Competitors often view these transitions as moments when agencies may be open to switching vendors, and they want to identify opportunities early. Others want insight into the full suite of contract vehicles an acquirer gains, since those additions can shift the competitive landscape and signal new pathways for qualification.
There is also important value in identifying duplicate or non-core vehicles within a combined portfolio. When an acquisition results in overlapping IDIQs or contract vehicles, a third party may have an opportunity to inquire about purchasing that extra vehicle. The same applies when a target company holds contracts that fall outside the acquiring firm’s mission focus. For example, a primarily federal health-oriented company may choose to divest Department of Defense related work that no longer aligns with its core strategy. Understanding the complete set of active contracts and IDVs helps the community anticipate these shifts and position accordingly.
Below is the list of some of the key contracts associated with this specific and recent transaction.
