Home›Services›Financial Due Diligence
Service 01

Financial
Due Diligence

We examine every layer of your target company's financials to surface hidden risk, validate reported value, and give you the factual basis for confident deal decisions.

Our Approach

Building the Foundation
for Deal Certainty

Our team brings Big 4 accounting rigor to every engagement — without the conflict of a full-service advisory relationship. We work solely in your interest, with one goal: giving you the complete financial picture before you commit.

"Big 4 rigor. Boutique attention. No conflicts."

From historical P&L analysis through working capital determination, our financial due diligence reports have supported over 300 transactions across private equity, strategic M&A, and lender underwriting.

Historical Financial Review
Three-to-five year P&L, balance sheet, and cash flow normalization with trend analysis and management discussion review.
Working Capital Analysis
Net working capital peg determination, seasonality adjustments, and normalized working capital requirements for the purchase agreement.
Debt & Liabilities Review
Identification of off-balance sheet items, contingent liabilities, capital lease obligations, and unfunded commitments.
Tax & Compliance Assessment
Tax exposure analysis, transfer pricing review, and identification of regulatory compliance risks that could affect deal value.
Capital Expenditure Review
Historical and projected capex analysis, maintenance vs. growth capex separation, and deferred maintenance identification.
By the Numbers

Proven Results

300+
Financial due diligence engagements completed across industries and deal types
47
Engagements completed in the last 12 months for PE and strategic buyers
48hr
Preliminary findings from the moment we receive data room access
Deliverables

What You Receive

Every engagement includes a complete set of deliverables supporting your investment decision.

Executive Summary Report
Clear, concise summary of key findings, risk flags, and deal considerations for your investment committee.
Detailed Financial Workpapers
Fully documented supporting schedules for every adjustment and finding in the report.
Working Capital Schedule
NWC peg calculation with seasonality analysis and recommended purchase agreement language.
Issues & Risk Log
Prioritized log of identified issues with materiality assessment and recommended deal protections.

Start Your Financial DD Engagement

Tell us about your deal and we'll be in touch within 24 hours.

Contact Us → All Services