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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

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8 min read
COVID-19 impact on domestic middle-market mergers & acquisitions

In the midst of M&A chaos and disruption resulting from the COVID-19 pandemic, opportunities exist for market consolidation and distressed acquisitions. We partnered with Sherman & Howard’s Lyle Wallace to bring these opportunities to light.   

Joanne Baginski
Article April 30, 2020 8 min read
Structuring transactions and tax planning in difficult times
Mark Blumenthal
Webinar May 13, 2020 66 min watch
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

  • Real estate due diligence: What to know before you acquire a property

    Acquiring commercial real estate is a big decision. How can you know whether you’re inheriting unknown risks with the purchase? These due diligence tasks can help give you confidence in your investment and mitigate potential risks down the road.

    Zach Brown Plante Moran REIA Zack Otte Plante Moran REIA Joe Perez Plante Moran REIA
    Article June 22, 2020 8 min read
    Photo of skyscrapers against blue sky, looking up from the ground
  • Assess the impact: COVID-19 and private equity portfolio valuations

    Understanding the impact of COVID-19 on the valuation of private equity investments is crucial for accurate financial reporting and strategic decision-making. PE firms should revisit valuation policies and consider these key factors and opportunities. 

    David Howell Richard L. Lies, III Dan Kapala
    Article June 18, 2020 3 min read
    Business woman wearing yellow dress shirt standing in the lobby area of a building looking out the window.
  • Life after COVID-19: Will disruption drive opportunity in the auto industry?

    Will pent-up demand and economic uncertainty within the automotive industry lead to opportunities for private equity? Ted Morgan weighs in on life after COVID-19 with ACG Global Middle Market Growth.  

    Ted Morgan
    In The News May 18, 2020 2 min read
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  • Cybersecurity is not an option. Is your PEG protected?

    A cybersecurity breach can be expensive and cause long-term reputational and brand damage to your private equity group. It can also derail M&A deals that are critical to your fund’s survival. Start your risk management program here.

    Jennifer Fiebelkorn
    Article May 14, 2020 4 min read
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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

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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