Due diligence services can increase returns

The Plante & Moran Transaction Support team offers your private equity group the agility it needs to find a deal anywhere in the world and close it while mitigating risk and ensuring a healthy return on investment. 

Flash assessment prevents wasted effort When a private equity group was considering acquiring a $150 million process equipment manufacturer/integrator, they came to us for due diligence services to help them take a quick, but thorough measure of the target. We assembled a multi-disciplinary team with deep experience in manufacturing. After reviewing the target’s manufacturing and office operations, we determined that the company’s core business was more engineering than manufacturing. Learning this, the equity group withdrew because the target did not fit its acquisition profile. The whole due diligence process took three days – an example of our flash assessment process that saves private equity clients time and money.

We offer a flexible, responsive, “no-surprises” approach

Our approach is flexible and scalable to the unique dynamics and risks of each transaction. We offer phenomenal response time; we will get you where you want to be on a transaction quickly without jeopardizing the quality of our analysis. We provide you the type of responsive service you deserve and expect.

Our commitment to a "no-surprises" approach provides you with frequent and appropriate communication. Issues are identified and communicated as they are discovered and always prior to the issuance of our written report.

Due diligence — strategic, financial, and operational

We will evaluate the attractiveness of the market segments your target serves and its strategic alternatives for the future.

We will assess the financial position of the target by looking at earnings history, cash flow, future earnings potential, quality of its assets and liabilities, working capital, purchase price allocation, and tax compliance.

In the area of operations, we will assess the target’s management team, look at its relationship with key stakeholders, and investigate its performance improvement systems and opportunities for savings.

If your situation calls for it, we can also provide due diligence in the areas of human resources and information technology.

We will bring a team to your project that is accustomed to working in your industry. We have deep experience in manufacturing, distribution, services, health care, real estate, and construction. The team will also have a range of expertise and a collaborative spirit, so that you will get the deep assessment and comprehensive analysis you need to mitigate risk, ensure a healthy return on investment, and get the deal closed.

We have a global reach which enables us to provide our services anywhere in the world. In addition to our 17 offices in the U.S., we have offices in China, India, and Mexico, as well as alliances and working relationships in 65 other countries.

CASE STUDIES � Due Diligence Engagement