Due Diligence & Transaction Advisory

Preparing to sell? We help you position your asset for success by stress-testing operations, identifying vulnerabilities, and creating a cohesive narrative to maximize buyer confidence. From addressing gaps to building sell-side materials, we ensure you’re ready to command top value. Our comprehensive standalone cost models and separation strategies prepare you for smooth execution while reducing the risk of buyer pushback.

Our diligence approach is built on over 20 years of advising on thousands of transactions, giving us a unique database of benchmarks across spend, headcount, and other operational metrics. Organized by specialty, we dive deep into the specifics of your target’s industry to deliver fast, highly nuanced assessments. Our diligence framework balances risk identification with value creation to provide a comprehensive perspective:

• Technology: We evaluate infrastructure, scalability, risks, and necessary investments. Our proprietary tools highlight where future-proofing is critical to support growth.


• Cybersecurity: We identify vulnerabilities, ensure regulatory compliance, and safeguard against post-close risks.


• Operational: We assess operational efficiency, scalability, and alignment with growth plans while uncovering potential cost-saving opportunities.


• Commercial: We analyze market positioning, customer retention, revenue potential, and competitive differentiation.


• Compliance: We ensure alignment with specific industry regulations and identify potential liabilities that could derail success.


• People/Org: We evaluate the organizational model, leadership alignment, and talent retention risks, ensuring cultural fit and operational readiness.