Helping buyers, sellers and lenders make informed transaction decisions

Financial due diligence adds the most value when it starts early, focuses on what matters, and communicates findings as they emerge. Our team brings deep experience across buy-side, vendor and pre-lend engagements.

Every engagement is scoped with you and tailored to your needs. Not every deal looks the same — timelines, data quality and the questions that matter differ every time — so we shape the work around what you need. The services below outline what our services most commonly involve. If you're not sure which one fits, get in touch and we'll work it out together.

Financial due diligence for acquisitions

Red flags due diligence

Focused review of the key value drivers, deal-specific issues and potential deal breakers. Our deliverable is a more concise report, outlining the key value drivers and summarising key findings which surface the things that could change your view of the deal.

Buy-side financial due diligence

A full-scope, in-depth review of the target's financial history (and forecast, where available). We deliver a detailed report giving you the full picture, the key value drivers, and the findings needed to negotiate the deal with confidence.

Financial due diligence for business sales

Due diligence readiness assessment

If you're considering a transaction in the next 12-24 months and aren't sure whether you're ready, this is a great place to start. In a workshop-based session we walk management through what buyers and their advisers will focus on and share the tools you need to help you prepare. You then have the time to work through and front-foot any issues before a data room opens.

Vendor assistance

For a sale process involving multiple buyers where the underlying data isn't quite ready, we work alongside management to prepare the financial information, structure the data room and support Q&A during the process. Unlike Vendor Due Diligence, this is a collaborative, non-independent role - we're working with you, not producing an independent report.

Vendor due diligence

A full-scope, independent vendor report giving bidders a clear, independent view of underlying performance and value drivers. It reduces the burden on management of fielding questions from multiple bidders directly, and we stay involved through to Q&A sessions with shortlisted parties.

How we add value throughout the diligence process

Starting early: Financial due diligence delivers the greatest value when it begins early in the transaction process. Early engagement allows us to understand the deal rationale, the risks that matter most and the questions you need answered. This helps ensure the scope is tailored to your objectives and focused on the areas that are likely to influence value, pricing and deal outcomes.

Communicating insights as they emerge: We believe diligence should support decision-making throughout the transaction, not simply deliver a report at the end. Our team shares findings as they emerge, giving you visibility of key issues, risks and opportunities during the process. This enables management, investors and advisers to redirect focus, prioritise further analysis or adjust transaction strategies while there is still time to act.

Understanding underlying performance: A successful transaction relies on understanding the business beyond the headline numbers. We analyse the factors that drive sustainable earnings, identify one-off items and assess the quality of financial information available. Our objective is to provide a clear view of underlying performance and the issues that may impact value, negotiations or transaction structure.

Understanding the cash story: Working capital, cash conversion and seasonality can have a significant impact on transaction outcomes. We help clients understand how cash moves through the business, identify potential funding requirements and assess debt serviceability where relevant. This provides greater confidence in the financial position of a business before a transaction completes.

Financial Due Diligence

Helping buyers, sellers and lenders make informed transaction decisions

Financial due diligence for acquisitions

Red flags due diligence

Buy-side financial due diligence

Financial due diligence for business sales

Due diligence readiness assessment

Vendor assistance

Vendor due diligence

Financial due diligence for lenders

Pre-lend and refinance reviews

How we add value throughout the diligence process

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