Private equity due diligence

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.

For investors, banks and private equity houses, due diligence is critical when considering the funding of:

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

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 Peter Vandervelde, our Head of Due Diligence.