Financial Diligence

Whether you are on the buy-side or sell-side of a transaction, our financial due diligence services cover a broad range of analyses, including quality of earnings assessments, evaluation of working capital requirements, net debt and debt-like identification, sales and margin analysis, short-term forecasting, synergy evaluations, and carve-out considerations. Clients trust our deep industry knowledge to help them secure approval to proceed with deals or to identify when transaction risks are too significant.

Buy-side financial diligence

Our buy-side clients benefit from our expertise throughout every phase of a merger, acquisition, or related transaction. We assist buyers in evaluating the historical financial performance of target companies, forecasting future results, analyzing working capital trends, assessing balance sheet exposures, providing insight into financial and operational risks, identifying integration challenges, and supporting purchase negotiations.

Sell-side financial diligence

For clients on the sell-side—whether in business sales, divestitures, or carve-outs—we help anticipate potential concerns and questions from buyers and their advisors. Similar to our buy-side approach, we assist sellers in reviewing historical performance, forecasting projections, examining working capital trends, assessing balance sheet risks, identifying separation challenges, and facilitating negotiation processes.

Post-close financial diligence

After a transaction closes, we support clients with critical technical and operational needs, including preparing and reviewing closing statements, validating purchase price adjustments, finalizing net working capital and net debt true-ups, and assisting with earn-out or contingent consideration calculations. We also help integrate financial reporting processes, ensuring accuracy, continuity, and transparency as ownership transitions.