Due Diligence Advisory

A holistic view of true business value

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A Tailored Approach to Due Diligence Advisory

Whether you are the buyer or the seller, a successful transaction relies on an accurate, holistic view of the business and its value. Going far beyond the scope of a traditional Quality of Earnings analysis, our approach to due diligence is built on an analytical view of the entire business, comprising the full spectrum of financial, tax, accounting, operational, IT, HR and insurance considerations. 

The resulting view helps to understand the true value of the business more accurately, while our deal analytics portal gives you full visibility into our analysis and its implications. This clarity helps you move faster and with greater confidence over the full transaction lifecycle. 

In delivering our analysis, we focus on:

  • Holistic vision. Synthesizing due diligence and execution workstreams for a cohesive, comprehensive view of the target business (buy-side or sell-side).
  • Speed to insight. Advanced analytics flag data trends or outliers that may indicate hidden value or areas of risk.
  • Data in context. With analytics-trained teams, nothing is lost in translation: easy-to-understand data visualizations help make a case to key stakeholders — whether you’re demonstrating uncovered value or planning for integration challenges. 
  • Deal perspective. BDO’s deal advisors bring technical knowledge of due diligence and execution, deep M&A experience, and sector-specific insights to provide you with intelligence that’s anchored in analytics and spans the entire deal lifecycle. 

Capabilities

We assess working capital components and identify risks, disclosures and other negotiation points that affect purchase price.

BDO helps optimize your tax position and manages compliance obligations through professional advice across all tax areas delivered via one team.

We conduct a holistic HR-focused due diligence assessment to incorporate HR elements in the purchase price and sale agreement while reducing integration surprises.

We assess synergy and value creation opportunities, as well as operational and integration risks across the enterprise – including go-to-market, operations, supply chain, back-office and culture – to help validate the deal thesis, support the valuation model and prepare for post-diligence integration and value creation planning and execution.

BDO evaluates the resilience, reliability, scalability and security of the current IT platform, assesses if it will support the future business, and identifies remediation needs.

Select Transactions

Provided buy-side financial and tax due diligence to National Partners in Healthcare Holdings in its acquisition of Arizona Heart Anesthesia, PLLC.

Provided buy-side financial and tax due diligence services to Affinitiv as part of its investment in Auto Loop LLC.

Provided sell-side financial due diligence to RKD Group in its sale to BV Investment Partners.

Provided buy-side financial and tax due diligence services to CECO Environmental Corp. in its acquisition of General Rubber Corporation.

Provided buy-side financial due diligence services to Cuadrilla Capital, LLC in support of its acquisition of Agilence, Inc.

Provided buy-side financial due diligence services to LLR Partners in their acquisition of Affinity Hospice Holdings.

Provided buy-side financial and tax due diligence services to Option Care Health in its acquisition of Specialty Pharmacy Nursing Network, Inc.

Provided buy-side financial due diligence to IDEAL Industries, Inc. in its acquisition of Cree Lighting.

Provided buy-side financial and tax due diligence services to Kelso & Company in support of its acquisition of Rhino Container, Inc. via its portfolio company Novvia Group.

Provided sell-side tax due diligence services to Global IID Holdco, LLC and its subsidiaries, including 1A Smart Start, LLC in it its sale to Apollo Global Management.

Provided sell-side financial due diligence services to US Oral Surgery Management, LLC in its sale to Oak Hill Capital Partners.

Provided buy-side financial and tax due diligence services to Worthington Industries in its acquisition of Level5 Tools, LLC.

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​It was a pleasure working with the BDO team in a recent Quality of Earnings engagement. The BDO team took the necessary time to understand our business and our processes and then worked diligently to complete the engagement timely and efficiently.

Client, Chief Financial Officer

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BDO professionals have deep experience working with high-growth companies and private equity firms and can help navigate how to go public through the traditional IPO, SPAC or other exit process.

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