• Financial Due Diligence

Tailored approaches for buyers and sellers.

We take client service and satisfaction very seriously, adopting a ‘no surprises approach’ to meeting our clients’ expectations and needs. Our deliverables are issues based and provide key insights and analyses that are supported by real-life deal experience and robust deal analytic tools. 
 
Buy-Side Support
We support a buyer’s process by identifying and understanding key value drivers, risks, and opportunities that matter most. Our due diligence approach goes beyond accounting and incorporates a detailed assessment of financial, tax, and operating risks. We seek to deliver results that allow for decisions to be made based on fact while identifying actionable insights.
 
Concise Reporting
  • Overview of the business and support around the quality of earnings
  • Key findings and perspectives on major transaction issues identified
  • Industry specific analysis focused on potential risks
Focus on Free Cash Flow
  • Analysis of key business drivers and sustainability of free cash flow
  • Deep analysis of operating results
  • Consideration of nonrecurring and/or unusual items 
Supporting Analysis
  • Online analytics and dashboards / visualizations
  • Deep support for conclusions and recommendations
  • Ongoing transaction support
Sell-Side Support
Our professionals support a sale process by identifying and addressing financial and tax risks before a buyer is involved in the transaction and diligence commences. We work with management and strategic advisors to review and present our findings in the most efficient manner to minimize client interruptions or surprises and discuss the potential impact of our findings to ensure our clients are well positioned to drive value for stakeholders in a transaction. This is enhanced with our deep data analytic processes and tools.
 
Experience and Commitment to Quality
  • Rigorous analysis and BDO's vast experience puts sellers and their advisors in control of the sale process
  • Receipt of informed bids helps accelerate the transaction process
  • Mitigation of transaction risk / reduces uncertainty
  • Significantly lessen the burden on management allowing greater freedom to run the business and focus on key deal issues
Key Benefits of Sell-Side Engagements
  • Identification of issues in advance of the sale process
  • Deep insights that support the value proposition of the business
  • Flexibility in the use of deliverables and reports
  • Assistance in discussions with internal and external parties (e.g. financing sources)
  • Organized and presentable information to facilitate conversations with buyers and maximize value

Recent Transactions

View All Transactions
  • ​Provided carve-out buy-side financial and tax due diligence along with transition and integration assistance to Cementation USA in its acquisition of TNT.

  • Provided global vendor due diligence and tax structuring to Accel-KKR in its sale of EpiServer to Insight Venture Partners.

  • Provided buy-side financial and tax due diligence to NovaQuest Capital Management in connection with its acquisition of Clinical Ink.

  • ​Provided sell-side financial due diligence to Oberto Brands in its sale to Premium Brands Holdings.

  • Provided buy-side financial and tax due diligence to Cava Group in connection with its acquisition of Zoe's Kitchen.

  • Provided sell-side financial due diligence to IPG, Inc. as part of the sale of its Asian and European insurance operations to Hyperion Insurance Group.

  • ​Provided sell-side financial due diligence to CIP Capital in its sale of OnCourse Learning Corporation to Bertelsmann Education Group.

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

  • Provided buy-side financial and tax due diligence to Koppers Holding, Inc. in its acquisition of Cox Industries, Inc.

  • Provided buy-side financial due diligence to Hennessy Capital in its acquisition of certain assets of Sprint Energy Services.

  • Provided buy-side financial and tax due diligence to Valesco Industries, LLC in its acquisition of certain assets of Fabian Couture Group International, Inc.

  • Provided buy-side financial and tax due diligence to Fortis Solutions Group in its acquisition of Infinite Packaging Group.