• Operational Due Diligence

Tailored services for each individual transaction. 

No two businesses are exactly alike, and no single M&A due diligence strategy will satisfy every buyer, seller, or lender. Delivering focused, value-added transaction advisory services begins with listening and understanding the needs of each client and tailoring the scope of our work to their specific circumstances and context of the transaction.
Buy-Side Operational Due Diligence (ODD) Services
Leveraging our deal operations and industry experience, we help companies identify value creation opportunities, including uncovering hidden value and quantifying EBITDA, as well as cash flow improvement opportunities that can be implemented and realized post-close. We also help identify and mitigate operational and integration risks.
Sell-Side Operational Due Diligence (ODD) Services
As companies prepare to sell, we help identify opportunities to enhance value which can be implemented prior to the sale or potential areas of synergies that can be marketed to the buyer. We also help companies identify operational risks that would need to be mitigated to minimize value erosion during sale.
Private Equity 100-Day Planning
We help private equity firms create value across their investment life cycle with our unique approach to the 100-day plan. Translating an investment thesis into operational activities, we work to define the most urgent value-creation steps that private equity firms can take as soon as the deal closes.
For more information on how our team can help create value across the entire transaction lifecycle, contact our Operational Due Diligence lead, Alan Castillo.