Financial Due Diligence

Comprehensive financial analysis to uncover risks, validate assumptions, and identify value creation opportunities in target companies.

What We Deliver

  • Quality of Earnings Analysis: Detailed assessment of historical and projected earnings quality, identifying one-time items, accounting policies, and normalization adjustments
  • Working Capital Review: Analysis of working capital requirements, trends, and optimization opportunities
  • Net Debt Analysis: Comprehensive review of debt structures, off-balance sheet obligations, and cash flow implications
  • Financial Modeling: Building robust financial models for scenario planning and valuation support
  • Revenue Analysis: Deep dive into revenue streams, customer concentration, contract terms, and sustainability
  • Cost Structure Review: Evaluation of fixed and variable costs, supplier relationships, and margin drivers

Operational Due Diligence

In-depth operational assessment to evaluate business processes, organizational capabilities, and value creation potential.

What We Deliver

  • Operations Assessment: Comprehensive evaluation of core business processes, manufacturing capabilities, and supply chain efficiency
  • Organization & Management: Review of organizational structure, key personnel, compensation, and talent retention strategies
  • Technology & Systems: Assessment of IT infrastructure, systems architecture, and technology roadmap
  • Procurement & Supply Chain: Analysis of supplier relationships, sourcing strategies, and logistics optimization
  • Quality & Compliance: Review of quality control systems, certifications, and regulatory compliance
  • Performance Improvement: Identification of operational efficiency opportunities and synergy potential

Legal & Compliance Due Diligence

Thorough legal review to identify risks, ensure compliance, and protect your interests in complex transactions.

What We Deliver

  • Corporate Structure Review: Analysis of entity structure, ownership, governance, and shareholder agreements
  • Contract Review: Comprehensive assessment of material contracts, customer agreements, and supplier terms
  • Regulatory Compliance: Evaluation of compliance with industry-specific regulations and licensing requirements
  • Litigation & Disputes: Review of pending and historical litigation, disputes, and potential legal exposures
  • Intellectual Property: Assessment of IP portfolio, patents, trademarks, and protection strategies
  • Employment & Labor: Review of employment agreements, benefit plans, and labor relations

M&A Advisory Services

End-to-end merger and acquisition support from strategy through execution and integration.

What We Deliver

  • Target Identification: Strategic screening and identification of acquisition targets aligned with your objectives
  • Valuation Services: Independent business valuation using multiple methodologies and market comparables
  • Deal Structuring: Optimization of transaction structure for tax efficiency and risk mitigation
  • Negotiation Support: Expert advisory throughout the negotiation process
  • Integration Planning: Comprehensive post-merger integration roadmap and value realization planning
  • Divestiture Support: Advisory services for business unit carve-outs and divestitures

Commercial Due Diligence

Strategic assessment of market dynamics, competitive position, and growth potential to validate investment theses.

What We Deliver

  • Market Analysis: Comprehensive assessment of market size, growth trends, and dynamics
  • Competitive Landscape: Analysis of competitive positioning, market share, and differentiation
  • Customer Assessment: Deep dive into customer base, loyalty, acquisition costs, and lifetime value
  • Growth Strategy Validation: Evaluation of management's growth plans and market entry strategies
  • Sales & Marketing: Review of go-to-market strategy, sales processes, and marketing effectiveness
  • Product & Innovation: Assessment of product portfolio, innovation pipeline, and R&D capabilities

Cybersecurity & IT Due Diligence

Comprehensive evaluation of technology infrastructure, data security, and cyber risk exposure.

What We Deliver

  • IT Infrastructure Review: Assessment of systems architecture, cloud infrastructure, and technology stack
  • Cybersecurity Assessment: Evaluation of security controls, vulnerabilities, and incident response capabilities
  • Data Privacy & Protection: Review of data governance, privacy compliance (GDPR, CCPA), and data management practices
  • IT Risk Analysis: Identification of technology risks, legacy system dependencies, and upgrade requirements
  • Disaster Recovery & Business Continuity: Assessment of backup systems, recovery plans, and resilience
  • Technology Roadmap: Evaluation of IT strategy, planned investments, and digital transformation initiatives

Our Process

A proven methodology refined through hundreds of engagements

1

Initial Consultation

Understanding your objectives, timeline, and specific areas of focus

2

Scope Definition

Tailoring our approach to address your key concerns and decision-making criteria

3

Data Collection

Systematic gathering of information through document review and management interviews

4

Analysis & Validation

Rigorous analysis using our proprietary frameworks and third-party validation where appropriate

5

Reporting

Clear, actionable reports highlighting key findings, risks, and opportunities

6

Post-Close Support

Ongoing advisory support through transaction close and integration as needed

Let's Discuss Your Project

Contact us to learn how our services can support your transaction goals

Schedule a Consultation