Financial Due Diligence

We provide information supported by our rigorous analysis that enables decision makers to take action.

Key Services

• Quality of Earnings (QoE) Analysis
  • Validate the target company’s proposed adjustments to EBITDA
  • Assess one-time, unusual and nonrecurring items that could impact adjusted EBITDA
• Working Capital Analysis
  • Analyze historical trends in reported working capital and identify adjustments required to determine normalized working capital
  • Prepare a projected working capital analysis to calculate a working capital peg
• Net Debt and Debt-like Items – identify items to be considered for inclusion in the definition of Indebtedness in the purchase agreement and other commitments and contingencies
• Carve Out Transactions – assist with standalone analysis and identify potential issues to be considered for a transition service agreement
• Assessment of financial reporting personnel, procedures and accounting systems and policies
• Financial model review/projections
• Data room Support – we assist with gathering QoE adjustment supporting documentation and relevant files to be shared with buyers and other interested parties (primarily on sell-side engagements) to expedite the transaction timeline