• Operational Due Diligence
    and Value Creation

Tailored services for each individual transaction.

No two businesses are exactly alike, and no single M&A operational 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 an 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.
 


Restructuring and turnaround services as well as operational value creation services within the United States are offered through BDO Consulting Group, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. Certain restructuring and turnaround services may not be available to attest clients of BDO USA under the rules and regulations of public accounting.

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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