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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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40 minutes watch
Building a strong platform: Critical IT and cybersecurity considerations
Many private equity firms are employing an aggressive buy and build platform strategy to accelerate growth. Available from ACG Global, view our on-demand webinar to hear from our experts on how IT and cybersecurity complexities can wreak havoc if they are an afterthought.
Mike Lipinski
Webinar Thursday, November 15, 2018; 2 - 2:40 p.m. EST 40 minutes watch

Private equity industry trends in focus

Private Equity trends image of road in tunnel
4 min watch
Frazier Healthcare Partners capitalizes on the transforming healthcare investment market
The complex healthcare market continues to evolve, providing prime investment opportunities for seasoned private equity investors. Watch as we chat with Frazier Healthcare Partners about capitalizing during the industry’s transformation.
Duane J. Fitch
Video December 4, 2018 4 min watch

Private equity tackles value creation

Driving private equity value image
40 minutes watch
Building a strong platform: Critical IT and cybersecurity considerations
Many private equity firms are employing an aggressive buy and build platform strategy to accelerate growth. Available from ACG Global, view our on-demand webinar to hear from our experts on how IT and cybersecurity complexities can wreak havoc if they are an afterthought.
Mike Lipinski
Webinar Thursday, November 15, 2018; 2 - 2:40 p.m. EST 40 minutes watch

Related Events

  • ACG Detroit NextGen Breakfast and Learn
    Plante Moran is proud to host and sponsor ACG Detroit’s NextGen Breakfast and Learn: Evolution of the qualified buyer.
    Event September 26, 2019 Upcoming
    Multiple men and women attending an event with big windows and tables set up for listening and taking notes
  • ACG Chicago International M&A Conference
    Plante Moran is proud to sponsor the ACG Chicago International M&A Conference in Chicago, Ill.
    Event Wednesday, Oct. 16, 2019, 11 a.m. – 6:30 p.m. CDT Upcoming
    Six business professionals walking together through a courtyard
  • ACG Philadelphia M&A East 2019

    Plante Moran is proud to be a sponsor of ACG Philadelphia’s 2019 M&A East Conference in Philadelphia, Pa.

    Event Oct. 21 – 23, 2019 Upcoming
    MA East 2019
  • 2019 MVCA Annual Awards Dinner
    Plante Moran is proud to be a silver sponsor of the 2019 MVCA Awards Dinner at the Henry Ford Museum.
    Event Tuesday, November 12, 2019; 6 - 10 p.m. EST Upcoming
    Multiple wine glasses sitting on a fancy dinner table

Buy-Side Due Diligence Thought Leadership

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.”

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

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