• Financial Due Diligence Services

Tailored financial due diligence services 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 Quality of Business due diligence approach goes beyond accounting, striving to deliver results that allow for decisions to be made based on fact while identifying actionable insights.
 

Concise Due Diligence Reporting

  • Overview of the business and support around the quality of earnings / Quality of Business
  • 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 financial due diligence professionals support a sale process by identifying and addressing potential 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 thorough but 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, and is all part of our Quality of Business approach.
 

Experience and Commitment to Quality

  • Rigorous analysis and BDO's vast experience put 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

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  • Provided buy-side financial and tax due diligence to 3L Capital in its investment in Roman Health Ventures, Inc.

  • Provided sell-side financial due diligence services to 3Pillar Global, a CIP Capital portfolio company, in its sale to H.I.G. Capital.

  • Provided buy-side financial and tax due diligence services to 3 Rivers Capital, LLC in its acquisition of Blue Chip Group, Inc.

  • Provided buy-side financial and tax due diligence as well as tax structuring services to Accel-KKR in its investment in Enmark Systems, Inc.

  • Provided buy-side financial and tax due diligence as well as tax structuring services to Accel-KKR in its investment in PropLogix, LLC.

  • Provided sell-side financial due diligence services to ACES Comprehensive Educational Services, Inc. in its recapitalization with General Atlantic.

  • Provided buy-side financial due diligence services to Adams Publishing Group LLC during its acquisition of Bliss Communications, Inc.

  • 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 services to Align Capital Partners in the sale of its portfolio company, Pleatco Filtration, to Pentair plc.

  • Provided buy-side financial and tax due diligence services to Alphawave IP in its carve-out acquisition of OpenFive unit from SiFive.

  • Provided buy-side financial due diligence to Amplity Health in its acquisition of RealHealthData.

  • Provided buy-side tax and financial due diligence to Anser Advisory, LLC in its acquisition of DHS Consulting, Inc.

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