Financial Due Diligence (FDD)

Gaining a clear view of a transaction's risks and opportunities

Although EBITDA tells the high-level story of a business, delving into the granular details of financial records reveals truths about a business that may not be initially evident.

Our buy- and sell-side FDD teams can identify issues and opportunities that arise during – or that may arise after – the transaction process, helping our clients to make faster, more accurate decisions.

We bring the perspective of a private equity firm to the FDD process, leveraging our shared experience as investors, operators, and business managers to deliver actionable intelligence on business opportunities and reveal hidden value that others may miss. By understanding the earnings and historical trends associated with the contracts, customers, and operations of a business, we gain a clearer picture of a business’ true potential.

We listen to the broad landscape of our clients’ objectives for an acquisition target, then we deliver the granular financial details that enable better investment decisions.

Each engagement we undertake is tailored to the client’s needs. Our clients leverage our focus on the controllership and office of the CFO while they focus on the target business’ operations. Through a partnership approach and shared understanding of needs, we work with our clients to not only deliver security on the numbers but our perspective on needs for transition as well as business improvement opportunities.

  • On the buy side, we examine the processes, people, and systems in place; we ensure that reporting is relevant and reflective of underlying economics; and we uncover details and deal issues. This enables us to identify risks, assess concerns and share in developing solutions.
  • On the sell side, we identify and remediate issues in advance, we develop legitimate responses to potential operating or financial reporting concerns, we present necessary schedules in expected formats, and we anticipate and prepare for buyer questions, all in order to preserve value.

From red-flag reviews to full-scope diligence reports, our team can engage as early as the screening stage and work as a true partner to help evaluate the potential of your next investment opportunity or to optimize your current investment portfolio.

  • Chris Felderman
  • T +1 (424) 220-6800

Our Expertise

We focus exclusively on M&A and the private equity investment lifecycle: transactions, transitions, and transformations of businesses.
 
Clients turn to our professionals to identify and solve their most complex M&A finance issues, such as carve-outs and challenging integrations.

Transactions

Evaluating the financial details of a deal — from thoughtful and robust financial due diligence to financial modeling and navigation of capital markets — is key to shining light on an opportunity. Our M&A transaction services help with the granular financial details so our clients can close more deals.

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Transitions

The post-close transition of a business is a sensitive and critical period in the investment lifecycle. Our M&A transition services can help ensure continuity and implementation with minimal disruption, especially in the finance department.

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Transformations

Significant change means development but can also introduce risk. Our M&A transformation services help to develop and execute thoughtful strategies that preserve underwritten value while simultaneously de-risking change and creating enterprise value.

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Industry Experience

Rimodellate e capovolte dei carici bigi, dei tronchi spettrali, delle vuote delle finestre

Power & Energy

As the needs for power increase worldwide, new opportunities arise for savvy private equity firms to take advantage of M&A trends.

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Automotive

While consumers demand the latest in technology on their commutes, deal competition is fierce to lead the sector.

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Building Products

In an industry where external factors loom large, successful value creation through M&A allows for steady growth.

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Business Services

The push to deliver services faster and more effectively to consumers has created an active M&A market.

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Consumer Goods

Driven by strong competition, the sector presents increasingly diverse opportunities for deals.

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Entertainment & Media

As the industry changes to keep pace with consumers and technology, M&A facilitates the hunt for one-of-a-kind assets.

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Healthcare

Under pressure from changing legislature, compliance requirements and consumer needs, healthcare deals must be conducted thoughtfully.

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Industrials

Oil and gas, metals and mining, and power and utilities see strong growth factors driven by innovation and efficiency.

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Retail

To better catch consumers’ attention, the industry looks to M&A deals to broaden its opportunities for value creation.

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Technology

In a sector where business innovation is particularly likely to create value, tech deals need focus and attention to mitigate risks.

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Transportation & Logistics

As more companies in the sector consolidate, value creation comes from both expanded offerings and innovative technologies.

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Other Industries

Our background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.

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