Private Equity Due Diligence

Due diligence

For all forms of investors, due diligence is likely to emerge as a key step of the transaction process. Investors, banks and private equity houses consider due diligence as critical when considering the funding of:

a management buy-out (MBO);
a management buy-in (MBI); or
an independent investment.

RSM’s private equity due diligence service will provide you with the financial information you need to assess your management buy-out, buy-in or other investment. Our reputation for thoroughness means you can transact with more confidence, knowing that any issues have been properly reviewed and thought through.

The specifics of the due diligence activity will change with every deal, but our private equity due diligence service will provide you with:

a summary of the key aspect of the business;
a detailed analysis of underlying historic performance, cash flows, assets and liabilities of the target business;
a critique of management’s forecasts and projections, which will include the company’s working capital requirements;
a review of the underlying financial systems and controls;
a review of the business’ commitments and contingent liabilities;
an analysis of its taxation position;
recommendations in respect of the completion process and SPA; and
post deal recommended actions.

For more information about how RSM’s due diligence service can assist investors, banks and private equity houses, please contact our Due Diligence team.