Effective Due Diligence

July 2025

Effective due diligence is critical to transaction success, providing the foundation for informed decision-making, accurate valuation, and post-deal planning. A comprehensive approach uncovers both risks and value creation opportunities.

Due Diligence Fundamentals

Strategic Approach

Aligning due diligence with transaction objectives

Risk-based scoping and prioritization

Integrated workstream coordination

Findings evaluation framework

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Alt: Due Diligence Planning Session

Process Management

Project governance and oversight

Information request management

Virtual data room organization

Findings documentation and reporting

Financial Due Diligence

Quality of Earnings

Historical financial performance analysis

Normalized EBITDA calculation

Non-recurring item identification

Working capital requirement assessment

Financial Position

Balance sheet quality review

Off-balance sheet exposure identification

Debt and debt-like item analysis

Capital expenditure requirements

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Alt: Financial Analysis

Operational Due Diligence

Operational Assessment

Production capacity and utilization

Supply chain resilience evaluation

Operational efficiency benchmarking

Cost structure analysis

Technology Evaluation

IT infrastructure assessment

Digital capability evaluation

Cybersecurity risk review

Technology roadmap alignment

Commercial Due Diligence

Market Assessment

Market size and growth analysis

Competitive landscape evaluation

Customer concentration review

Sales pipeline validation

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Alt: Market Analysis

Customer Insights

Customer satisfaction assessment

Retention and churn analysis

Contract terms and renewal patterns

Customer reference interviews

Specialized Due Diligence

Legal Due Diligence

Contract review and analysis

Litigation risk assessment

Intellectual property evaluation

Regulatory compliance review

ESG Due Diligence

Environmental risk assessment

Social impact evaluation

Governance structure review

Sustainability strategy alignment

Need expert due diligence support for your next transaction? Contact us for comprehensive due diligence services tailored to your specific transaction objectives.