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Buy-Side Due Diligence

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Focus and clarity in a fast-paced deal environment

It’s critical you fully understand your target acquisition, including its past performance and future outlook. With experts advising on hundreds of deals per year, our due diligence process will not only help you validate the accuracy of financial information but will also uncover the story behind the numbers.

Our thorough approach includes analyzing the company’s historical and forecasted financial data, tax matters, IT environment, operations, and market position — all to help you mitigate risk, avoid surprises, support your valuation, and accelerate time to close. If it affects the transaction and integration success, we’ll evaluate how, and by how much. 

Transactions involve more than facts and numbers. They’re about relationships. Our team is sensitive to this and views ourselves as an extension of your team and works to foster the relationships that you have built with the company. We collaborate to understand the accounting, data, and other issues with a common goal of getting the deal done as efficiently and effectively as possible.

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Critical due diligence considerations

boardrooom with wood table and white office chairs
10 min read
COVID-19 is shaping M&A: Here’s what private equity needs to know

The COVID-19 pandemic has slowed private equity deals, but adaptable buyers and sellers are still transacting. Add-ons and strategic acquisitions are driving the buy side, and good, quality targets are in high demand. Our experts break down deal trends and considerations to reduce risk and get ahead.

Michele E. McHale
Article September 9, 2020 10 min read
COVID-19 impact on domestic middle-market mergers & acquisitions
Joanne Baginski
Article April 30, 2020 8 min read
Minimizing your risk of GAAP-related post-close disputes
Brian Lappen
Article October 25, 2019 4 min read
Assess the impact: COVID-19 and private equity portfolio valuations
David Howell
Article June 18, 2020 3 min read

Six critical due diligence considerations for private equity
Strategies to mitigate uncertainties and invest with greater confidence

Related Events

Buy-Side Due Diligence Thought Leadership

  • Valuation considerations for fund managers amid COVID-19 uncertainty and volatility
    Join our experts for a virtual discussion as they share valuation considerations and lessons learned from handling transactions during the COVID-19 pandemic to help you navigate through uncertainty.
    Richard L. Lies, III Byron Regester Joe Wagner
    Webinar October 29, 2020 1 hour watch
    Man in a suit standing by a window wearing a mask
  • Where are PE firms placing their bets?
    View our on-demand virtual panel discussion to hear insights from industry experts on private equity trends in the manufacturing and industrial industry.
    Ted Morgan
    Webinar October 20, 2020 1 min read
    Man sitting on a train on his laptop
  • Where to find the best industrial deals
    View our on-demand virtual panel discussion to gain insights on how to find the best industrial deals for private equity.
    Ted Morgan
    Webinar October 20, 2020 1 min read
    Woman sitting at a desk, typing on a laptop
  • COVID-19 is shaping M&A: Here’s what private equity needs to know

    The COVID-19 pandemic has slowed private equity deals, but adaptable buyers and sellers are still transacting. Add-ons and strategic acquisitions are driving the buy side, and good, quality targets are in high demand. Our experts break down deal trends and considerations to reduce risk and get ahead.

    Michele E. McHale Eric Wozniak Joe Wagner
    Article September 9, 2020 10 min read
    Woman wearing a mask while sitting at her desk, typing on her cellphone

Our clients say

I really value our relationship with Plante Moran, and would overwhelmingly recommend them. The team’s responsiveness to our diligence needs is unmatched, and we can count on them to be on the ground with the target quickly.

The team’s financial due diligence expertise is invaluable. I appreciate that they don’t force us to fit into a check-the-box, standard scope of work, but instead work with me to figure out exactly what we need for our investment team. They conduct an extensive review, are always prepared, asking thoughtful questions of management, and build relationships with our portfolio company management teams and our investment teams. We always receive a comprehensive report, which gives our team a clear picture of the acquisition target. The level of detail the team provides is unmatched. We can count on Plante Moran to provide an accurate picture of where the target has performed historically and where the key value drivers are. They truly understand our financial due diligence process and provide thoughtful advice during our decision-making process.

Their high level of partner involvement is very unique and one of the main reasons why we highly recommend them.

Reid Parmelee Transaction Services Analyst, Prospect Capital Management

Image of tow people greating each other
1 min read
IT due diligence for private equity group
Due diligence of IT processes and ERP systems aids private equity group’s acquisition of a $38 million software and accessories distributor.
Case Study May 31, 2017 1 min read
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1 min read
Buy side due diligence for an expanding food processor
Financial, tax, and IT due diligence leads to a significant reduction in purchase price and aides in strategic growth decisions.
Case Study May 31, 2017 1 min read

Trusted and thorough insights

When you partner with us, we’ll not only provide solutions that showcase our expertise, but we’ll do it in a relatable way. We’re known for asking thoughtful questions and respectfully engaging with management. Whether this is a complex, billion-dollar transaction or a straightforward small deal, we’re with you every step of the way.

In the words of our transaction services leader Matt Petrucci, “When you’re looking at a transaction, you need a complete picture of your acquisition target. Our team digs into the details to help you make the decision to proceed, renegotiate or restructure, or withdraw from the transaction.”

How can we help your business?

Contact us or submit an RFP