Due Diligence for M&A and Investment Bankers
Your in-depth due diligence review, delivered with urgency
Incomplete financials and missing documentation create delays, shake buyer confidence, and put transactions at risk. We step in fast with expert-led due diligence that flags and fixes issues before they become liabilities.
Quick response. Trusted expertise. Seamless M&A deals.
When a deal is on the line, our fast, structured, and thorough M&A due diligence consulting eliminates the last-minute surprises and keeps your deals moving forward. We handle key steps to protect your deal:
Conduct internal due diligence for sellers to address risks early
Organize financial data for buyer-ready presentation
Verify records for accuracy and a smooth process
Resolve red flags before they derail negotiations
Our Expert Execution Delivers Stronger Outcomes
Company Sold for 14X EBITDA
The owner of an accounting services firm was ready to sell, but disorganized financials, missing legal documents, and other operational gaps put the deal at risk. Our structured due diligence process resolved these issues, ensured a smooth transaction, and helped maximize valuation.
See the due diligence and prep work behind this
We conducted a thorough due diligence process to identify gaps, strengthen financial and operational transparency, and provide buyers with complete, accurate information.
Here’s what we did:
- Performed internal due diligence and created a gap list.
- Managed the conversion of the accounting method from Cash to Accruals and oversaw the company’s first annual audit.
- Managed the creation of service agreements and other legal documents required for customer and supplier relationships.
- Interfaced with M&A consultants to provide and explain all due diligence information.
- Worked with the Seller’s corporate attorneys to negotiate transaction terms and conditions.
The Result
A successful 14x EBITDA sale to an ESOP, with a smooth and efficient due diligence process.
Curious how this could work for you? Let’s have a quick chat.
Don’t let missing documentation stall your deal
If your client isn’t fully prepared for due diligence, our free Due Diligence Checklist makes sure they have every key document buyers expect before they even ask.
Fill out form to download our free Due Diligence Checklist.
