Due Diligence

Our comprehensive due diligence approach equips you with the insights needed for informed investment decisions. Using an investment thesis-led framework backed by extensive experience and advanced tools, we assess all critical deal factors—commercial, operational, technological, and regulatory. This ensures a thorough understanding of both risks and opportunities, with a clear value creation plan for post-deal execution.

In recent years, private equity and M&A returns have leaned heavily on revenue growth and multiple expansion, while margin growth has often lagged. Our operational due diligence helps avoid this shortfall by forecasting profit potential across various deal scenarios—portfolio combinations, carveouts, or standalone acquisitions. We align growth strategies with the operational improvements needed to drive margin expansion. We work closely with deal teams and management to build actionable value creation plans to drive sustained profitability.

How We Help

To drive higher returns, private equity firms must move quickly from due diligence through ownership. We help align management and shareholders around clear value-creation priorities and a path to execution. We partner with clients throughout the entire investment cycle—from deal generation and sector analysis to post-acquisition growth. Engaging early allows us to accelerate time to results by focusing on commercial acceleration and cost initiatives, ensuring decisions that unlock full potential.

Commercial Due Diligence: Our commercial due diligence approach accurately assesses the profit potential of targets across multiple deal scenarios, from portfolio combinations to buy-side carveouts and standalone acquisitions. We ensure that a target’s growth strategy is aligned with necessary operational changes for margin expansion. This process involves assessing market dynamics, customer segments, competitive threats, and the sustainability of the company's business model.

Operational Due Diligence: Evaluating a target company’s internal processes, operational efficiency, and scalability is necessary to ensure that it has the capabilities to achieve its business objectives. We assess key areas such as supply chain management, IT systems, human resources, and operational risks in order to identify potential bottlenecks and cost-saving opportunities. A thorough examination of a company’s operational structure can determine whether the business can support future growth and achieve synergies post-acquisition.

Technology Due Diligence: Effective deal decisions go beyond financial assessments. We evaluate a company’s software, infrastructure, and security to identify risks and uncover opportunities, ensuring a clear understanding of the target’s potential. Key questions include whether a company can migrate from legacy systems to modern platforms, the scalability of its products, and the R&D team’s capacity to meet growth objectives. With technology often revealing blind spots, we provide targeted recommendations that highlight risks, new value, or trade-offs.