M&A due diligence checklistÂ
Mergers and acquisitions transform businesses, but success hinges on thorough preparation during the due diligence phase. Explore the 8 essential categories of documentation you need for M&A transactions.
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Due Diligence Services
Uncover the real value and risks in your transaction with comprehensive due diligence services.
Successful deals require more than surface-level analysis. BPM’s due diligence services provide comprehensive evaluation of potential transactions, helping buyers, sellers and investors make informed decisions with confidence. Our experienced team identifies critical risks, validates assumptions and uncovers opportunities that can significantly impact deal value and success.
Comprehensive due diligence services and transaction analysis
Our due diligence approach addresses all aspects of your transaction:
Financial due diligence: We conduct thorough quality of earnings analyses to assess the sustainability and accuracy of reported financial performance. Our evaluation includes normalized earnings calculations, working capital analysis and identification of one-time items that could affect valuation and deal structure.
Operational due diligence: We examine operational efficiency, management capabilities and market position to identify value creation opportunities and potential integration challenges. This analysis helps validate your investment thesis and informs post-transaction planning.
Tax due diligence: We evaluate tax compliance, identify potential liabilities and assess tax optimization opportunities to help structure transactions efficiently and minimize unexpected tax exposures.
Technology and cybersecurity due diligence: We assess IT infrastructure, cybersecurity posture and digital assets to identify technological risks and opportunities. This includes evaluating system integrations, data security practices and compliance with industry regulations.
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Strategic transaction support
Our services extend beyond traditional due diligence:
- Deal structuring insights: We provide recommendations on transaction structure based on our findings, helping optimize deal terms and mitigate identified risks through appropriate representations and warranties.
- Post-transaction planning: We identify immediate priorities and longer-term integration opportunities, providing actionable recommendations that support successful post-close execution.
- Sell-side preparation: For sellers, we conduct comprehensive assessments to identify and address potential issues before going to market, helping maximize value and streamline the sale process.
- Regulatory compliance review: We evaluate compliance with industry-specific regulations and identify potential compliance gaps that could affect transaction value or timing.
The BPM advantage
Our due diligence services deliver measurable value:
Cross-functional experience
Our multidisciplinary team understands how different business areas interact, providing holistic analysis that connects financial, operational, and strategic considerations.
Industry-focused insights
Our sector-specific knowledge helps identify industry-relevant risks and opportunities that generalist advisors might miss.
Accelerated timelines
Our experienced team works efficiently to meet tight transaction deadlines while maintaining thoroughness and accuracy.
Actionable recommendations
We don’t just identify issues—we provide practical solutions and prioritized action plans that support successful deal execution.
Meet our Due Diligence Leader
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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.