Due Diligence
Whether you’re a private equity firm looking to consolidate an industry or an enterprise seeking strategic expansion, rigorous due diligence demands more than just checking boxes – it requires knowing where to look and what questions to ask. Our M&A Experts possess the analytical frameworks and practical judgment that come from evaluating hundreds of deals while at top consulting firms and leading enterprises. This unique combination of deep expertise and tacit deal knowledge can help you:
Approach
Uncover Risks, Validate Value
our expertise
Core Due Diligence Categories
Commercial Due Diligence
Dive deep into the target company’s market position, customer insights, and competitive dynamics, allowing us to validate the investment thesis and identify key growth levers.
Operational Due Diligence
Assess the target’s operational capabilities, systems, and processes, including production capacity, supply chain efficiency, and organizational and cultural alignment.
Financial Due Diligence
Financial modeling tools for valuation and scenario analysis, quality of earnings, funds flow, and pre-LOI modeling ensure you have a complete picture of the target’s financial health before moving forward.
Technical Due Diligence
Evaluate the target’s IT infrastructure, data security, and product roadmap to identify potential integration challenges or vulnerabilities.
Winning Together
Due Diligence in Action
Problem
A healthcare technology firm was preparing to acquire a mid-sized telehealth startup but had concerns about the accuracy of its financials and potential IP vulnerabilities.
Action
Conducted a 4-week deep dive into the startup’s financials, uncovering $8M in overstated ARR from non-renewing customer contracts. Partnered with IT and legal teams to assess IP ownership, identifying critical vulnerabilities in two patents under dispute.
Results
Negotiated a significant price reduction and structured the deal with a $5M escrow for patent risks. Enabled the client to close the deal confidently and launch an integrated telehealth platform six months later, achieving significant growth in the first year. The impact included:
- $12M price reduction on the deal
- 35% customer base growth in the first year
Multidisciplinary Due Diligence
A client acquiring a satellite communication construction business needed comprehensive due diligence across multiple disciplines. We conducted a legal due diligence to ensure regulatory compliance, managed a QOE review to validate financials, conducted operational assessments including a cybersecurity assessment, and formed a cross-functional team to evaluate all acquisition components. Thanks to the detailed risk assessment, the client was alerted to issues that led to an adjustment in purchase price and deal terms and improved alignment for smoother pre-close and integration phases.
Due Diligence for Aerospace Investment
A consulting firm specializing in aerospace projects sought support for a confidential commercial due diligence (CDD) project on behalf of a private equity investor. Tasked with assessing an aerospace target within a tight two-week timeframe, the scope focused on market size, competitive landscape, key players, trends, and other commercial factors. Through team discussions, primary and secondary research, and quantitative analysis, the client gained critical insights and deliverables. These efforts enhanced the client’s understanding of market dynamics, supporting a thorough evaluation of the target and informing the investment decision.
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