Two-thirds of transactions fail to deliver the financial results shareholders expect. The major reasons are lack of diligence (especially related to operational areas), unforeseen problems in integration and separation planning, and lack of cohesion between the diligence and integration planning process. Our team helps keep clients from overpaying and overestimating cost synergies. We identify the risks, validate the value drivers and recommend integration considerations during diligence to make sure you’re ready to move toward long-term performance. By combining a proven methodology with a focus on priority areas and a disciplined approach, we help clients be among the one-third of dealmakers who get expected results.
Operations due diligence
Our operations due diligence complements financial and tax diligence, considering areas such as synergy cases, operational areas, commercial considerations, technology, human capital and cultural matters that could impact the ultimate value of a target post-closing. In turn, this provides upfront information that can increase the efficiency of integration (as applicable).
Our integration services focus on capturing the transaction value (as defined in the investment thesis), identifying and mitigating risks, and maintaining a focus on the base business during transition. This includes integration blueprinting, Day 1 readiness, integration planning and execution support — at the overall transaction level and at the functional level, leveraging our broad firm resource base. Additionally, we can assist in the development of integration playbooks, and perform readiness assessments (a “cold-eyes review” of client’s integration plan) and after-integration effectiveness assessments.
Third-party risk management
The role of third parties is changing, and so are your points of exposure. Our experience with audits can help you identify and address new third-party risks.
Sales and use tax services
Identification of tax overpayments or significant exposure for underpayments while reducing administrative burden.
A strong compliance program can oftentimes be the best defense for a business and public, alike. We’ll help protect you and your customers. We help fight bribery, fraud, risk, money laundering and financial crimes with a compliance program framework, to manage a variety of compliance risk areas during assessments and anticipatory work, as well as design and corrective work.
Our separation services focus on successful separation of a target operation from the seller’s organization, allowing the acquirer to effectively operate at closing. Services include separation planning support, interdependency assessments to identify all entanglements, transition service agreements, migration plans, Day 1 readiness and stand-alone cost assessments.