Due Diligence

Information is your most important asset in any transaction. It has to be timely, thorough, and meet your objectives. That’s why, at each stage of the deal cycle—from planning and due diligence to exit—you need an advisory firm that’s reliable, available, and understands your business.

With nimble and industry-focused teams, we’re small enough to be on speed-dial, yet large enough to tackle your most complex tax, accounting, and business challenges. We work with more than 180 private equity firms and their portfolio companies, ranging in size from emerging funds to those with more than $1 billion under management.

We don’t offer a set of standard private equity services. Instead, we take a personalized approach, working with you to identify your specific objectives and then adapting our processes to best achieve them.
We offer broad and deep capabilities:

Evaluating the investment

  • Financial due diligence
  • Accounting
  • Tax
  • Operations reviews
  • Human resources
  • Benefit plan services
  • Internal controls
  • IT and integration

Making the transaction

  • Strategic mergers and acquisitions
  • Deal and tax structuring
  • Merger information
  • Business valuations
  • Opening balance sheet audits
  • Working capital adjustments
  • Purchase price disputes

Advising the portfolio company

  • Audit and tax service Internal audit
  • Operations performance reviews
  • Corporate governance
  • Benefit plan services

Selling the portfolio company

  • Reverse due diligence
  • Sell-side consulting
  • IPOs
  • Tax structuring