Our approach emphasizes comprehensive financial, commercial, and technical due diligence to ensure thorough assessment and risk management in transactions. By meticulously evaluating financial health, commercial viability, and technical capacities, we lay the groundwork for strategic decision-making in mergers and acquisitions, both for buyers and sellers. In tandem with this, we seamlessly integrate legal and tax advisory services to enhance transaction structures, assess compliance, and mitigate risks, ensuring a holistic approach to each deal.
Furthermore, we extend our expertise to include the drafting of legal definitive agreements to finalize transaction closings, offering strategic insight into the preparation of Letters of Intent (LOI) and new business formation strategies. By combining our financial, commercial, and technical diligence with targeted legal and tax strategies, we provide a robust framework that supports our clients through every phase of their transaction, from initial assessment to successful closure.
Clients have the option to choose between a comprehensive Full QoE Analysis, a streamlined QoE LITE, or select specific components for their project to meet precise requirements. This allows for flexibility in aligning the diligence process with the transaction's needs, ensuring relevant insights.
Our operational due diligence services are tailored to assess the efficiency and effectiveness of a target's operations, technology infrastructure, and management systems. We collaborate closely with industry management and private equity firms to provide insights into operational performance and identify avenues for growth. By focusing on improving process efficiency and effectiveness across all facets of business operations, we facilitate the achievement of near-term objectives while ensuring alignment with long-term operational strategies. Our expertise extends to both pre and post-transaction operational diligence, ensuring comprehensive evaluation and strategic alignment throughout the engagement.
We specialize in examining financial statements, analyzing financial health, and providing insights into earnings quality and cash flows for Mergers and Acquisitions Due Diligence, including Pre and Post Transaction assessments. Our services complement those offered by Kroll, which provides buy and sell-side, and lender transaction due diligence services to a diverse clientele ranging from family and private equity-owned businesses to multinational clients with expanding international operations.
Our Operations/Strategy Due Diligence entails advising industry management and private equity firms on operational performance and growth opportunities. We meticulously evaluate the efficiency and effectiveness of a target's operations, technology, and management systems. By enhancing process efficiency and effectiveness throughout end-to-end business operations, we not only deliver near-term results but also ensure alignment with long-term operational strategies. Our comprehensive services cover Operations Due Diligence both pre and post transaction, ensuring thorough assessment and strategic alignment throughout the process.
Our specialized services encompass legal drafting, contract review, litigation, definitive articles of agreement drafting, and strategy implementation, serving business owners and entities engaged in mergers and acquisitions, strategic growth initiatives, or navigating complex legal landscapes. Leveraging expertise in M&A agreements, legal documents, business litigation, and financial valuation, we provide vital support to ensure effective transaction execution, risk mitigation, and compliance with legal standards, thereby facilitating successful business outcomes.
Buy-Side Due Diligence
For buyers, our approach is dedicated to meticulously identifying risks and liabilities, facilitating informed decision-making and empowering strategic negotiations. This process not only uncovers potential challenges but also provides insights that can be leveraged to negotiate more favorable terms.
Sell-Side Due Diligence
For sellers, we produce detailed reports that underscore the business's strengths and proactively address areas of potential concern to buyers. This preparation is key to enhancing the perceived value of the business, ensuring that sellers are positioned to maximize the value received in a transaction.
The Full QoE Analysis combines several critical financial assessments into one comprehensive evaluation to ensure a detailed understanding of a company's financial health and future prospects. This analysis includes ~
Non-recurring Revenues (EBITDA Adjustments or SDE)
This component focuses on identifying and adjusting earnings that stem from non-operational or exceptional revenues and expenses, providing clarity on the company's sustainable operational performance.
Working Capital Analysis
An assessment of the company's operational capital management, evaluating how efficiently and effectively the company manages its liquidity.
Two-Year Projections
Offers forward-looking insights by forecasting the company's financial performance, helping assess its potential for future growth and viability.
Debt Review
A critical examination of the company's existing debt structure to gauge financial obligations and their impact on overall earnings.
Proof of Cash Verification
Ensures the accuracy of reported cash flows through reconciliation with bank statements, confirming the integrity of cash transactions.
Tax and Legal Structure Review
Investigates the company's tax and legal frameworks, utilizing both historical data and the latest twelve months' figures to uncover any potential issues or risks.
The QoE LITE Analysis is designed for streamlined financial assessment, focusing on key areas to provide a rapid, yet insightful overview of a company's financial health. This analysis includes ~
Non-recurring Revenues (EBITDA Adjustments or SDE)
Targets adjustments for one-time revenues and expenses, offering a clearer perspective on earnings that are repeatable and reflective of ongoing operations.
Working Capital Analysis
Conducts a simplified review comparing current assets to liabilities, assessing the company's short-term financial health and liquidity.
Debt Review
Provides a concise examination of the company's debt, giving a snapshot of its financial obligations and their impact on the company's financial stability.
Historical Analysis
Utilizes two years of historical financial data plus the latest twelve months (LTM) to quickly gauge the company's financial performance and trends.
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