• 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.