• Operational Due Diligence
    and Value Creation

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.
 
Operational Due Diligence Insights
Our Operational Due Diligence offerings focus on execution of the full value of the investment thesis through the development of actionable insights from the embedded data analytics of our on-going business monitoring tools. These insights include identification and realization of pricing, margin, Capex and Working Capital synergies.
 
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.
 
Operational Value Creation
Our experienced professionals bring a different level of service to businesses that revolves around direct, immersive involvement from partner-led teams. Creating value across the investment life cycle, we help private equity firms, portfolio management teams, and strategic acquirers achieve their business objectives and drive ongoing value creation.
 
Business Performance Improvement
Our professionals help organizations that are underperforming, those seeking profit improvement, and those amid a M&A transaction. Our dedicated team of business performance improvement specialists can assist with a wide variety of situations.
 
100-Day Planning and Exit Readiness
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.

Recent Transactions

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  • ​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.