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Due Diligence and Interim Management for
M&A and Venture Investors
When you embark upon a merger or acquisition transaction, you put a
very valuable asset on the line – the future success your company. In
many cases, you may not have the time, resources or expertise to
investigate another company’s organization and operations.
We have developed proprietary set of tools and procedures to
streamline analysis, planning, and project management associated with
mergers and acquisitions. While every procedure will be customized to
reflect your needs, timeline, and priorities, we eliminate the need to
start from scratch, and ensure that all priorities are covered.
Our team will work within your due diligence timetable to identify
potential risks and opportunities. We coordinate with your financial
and legal teams to provide business and operational insights in
conjunction with their analyses. We can also assist with
post-financing initiatives to increase profits and successfully
integrate the operations and management of newly merged companies.
 | Do you have assurances from an unbiased source that the target
company’s financial and operational controls are adequate? |
| Is the company’s projected growth in sales reasonable in the
existing market climate? |
| Can the company’s staff and systems support the revenue
projections you are presenting to potential investors? |
| Are you certain that this merger will increase profits within
the projected timeframe? |
| Will the key staff and managers remain on board through the
integration process and beyond? |
We work with you to maximize transaction
success and profitability:
| Perform operational/due diligence reviews to:
 | Evaluate strength of financial, operational and
managerial controls; |
| Assess adequacy of current staff and management; |
| Identify weaknesses and recommend improvement plan;
and |
| Prepare signed report of findings and recommendations. |
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| Assess feasibility of proposed business plans
including:
| Ability to support the projected levels of growth; |
| Reasonableness of projected staffing levels; and |
| Plausibility of cash flow, inventory valuation,
receivables, and payables. |
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| Discuss findings with potential investors, as
requested. |
| Work with management to implement organizational,
systems and operational improvements to achieve targeted
performance levels. |
| Develop sections of placement memoranda, including
business overview, competitive analysis, management and
operations. |
| Manage post-merger integration planning and
implementation, with cross-functional teams from both
entities. |
| Facilitate management meetings to evaluate progress
towards stated objectives and set agenda for going
forward. |
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