Buy-side and Sell-side Financial Due Diligence

Protecting Value. Finding More of It.

In any deal, confidence comes from clarity — and clarity comes from diligence done right.

We provide comprehensive financial due diligence for both buyers and sellers, ensuring risks are uncovered, value drivers are validated, and upside potential is identified before decisions are made. Our work protects what’s on the table while finding what others might miss.

For Buyers:

• Quality of earnings (QoE) analysis focused on both sustainability and opportunity
• Revenue and margin verification with trend and customer concentration analysis
• Working capital and cash flow assessment with improvement levers identified
• Detection of red flags before they impact valuation or structure
• Integration planning and post-close readiness support

For Sellers:

• Pre-diligence financial clean-up and documentation
• Normalized EBITDA preparation and support during QoE review
• Identification of add-backs, underrecognized assets, and value drivers
• Anticipation of deal issues to prevent surprises and delays
• Clear financial storytelling that highlights enterprise value

With decades of deal experience — including billion-dollar M&A — we know how to dig deep, ask the right questions, and deliver insights that both protect and grow value.

Whether you’re buying or selling, we help you go in prepared, uncover hidden opportunities, and come out ahead.

Case Study

Industry / Context: Multiple lower-middle-market acquisitions and divestitures across a range of industrial, service, and consumer companies

Challenge
Buyers and sellers face a common deal­breaker: lack of clarity in financials, hidden value erosion, and unpredictable performance that scares investors. On the sell side, companies often enter the market without normalized earnings, audit readiness, or documented value drivers. On the buy side, acquirers risk overpaying or inheriting unexpected liabilities. The transactions were moving fast and required deep financial insight to protect value and uncover upside.

What We Did
We brought decades of deal­execution experience — across dozens of acquisitions and exits — to both buyers and sellers. Our services included:

• Quality of Earnings (QoE) analysis and revenue/margin verification for buyers, with deep dive into trends, customer exposure, and sustainability
• Working capital and cash flow assessment under seasonal dynamics and debt structures
• Pre­deal financial clean-up, normalized EBITDA preparation, and investor reporting readiness for sellers
• Identification of unreported value levers and margin improvement opportunity, as well as financial red flags for purchase decisions
• Integration planning support for buyers, and strategic exit preparation for sellers

Result
The companies we supported entered deals with greater certainty, fewer surprises, and stronger negotiation positions. Buyers gained confidence, minimized risk, and accelerated integration. Sellers achieved higher multiples and smoother transitions. Our involvement across “dozens” of deals underlines the repeatable, deal-driven discipline we bring to every engagement.