Service Offering
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
01
Synergy Analysis
We perform quantitative and qualitative evaluations of integration opportunities, cost-saving potentials, and strategic alignment.
02
Valuation Validation
We provide a robust assessment of target valuation based on market trends, financial performance, and future growth potential.
03
Custom Due Diligence Reports
We deliver tailored reports highlighting key findings, risks, and recommendations to guide negotiations.
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
We conducted a 4-week deep dive into the startup’s financials, uncovering $8M in overstated ARR from non-renewing customer contracts, and partnered with IT and legal teams to assess IP ownership, identifying critical vulnerabilities in two patents under dispute. We negotiated a significant price reduction and structured the deal with a $5M escrow for patent risks.
Results
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.
Our Experts
Featured Due Diligence Experts
Leah C.
Former Bain & Company Manager in the Private Equity Group
Completed 30+ CDDs and 100s of customer interviews. Deep expertise in CDD, financial modeling, and market sizing / TAM analysis.
Chad K.
Former M&A leader at Walmart and Deloitte, led 25+ transactions
Deep expertise in M&A, due diligence, business transformation, and change management for startup, mid-size, and Fortune 500 organizations.
Diana M.
Ex-McKinsey and ex-BCG Principal specializing in fast-paced diligence
Advises digital and healthcare clients through complex strategic challenges and serves PE clients with commercial due diligence and market insights.
Don't let insufficient diligence diminish your deal's value.
Connect with dozens of Experts qualified and ready to do this work.
