For Companies Under LOI
You've signed an LOI, but now the real work begins: 60-90 days of intensive buy-side diligence where every inconsistency, every unanswered question, and every delayed response erodes your valuation or kills your deal.
Your team is already stretched thin running the business. Managing 200+ diligence requests, defending EBITDA adjustments, and responding to accounting policy questions while maintaining operational momentum is nearly impossible. Slow responses signal problems. Inconsistent answers destroy trust. Both lead to valuation haircuts averaging 10-15%.
We embed as your dedicated diligence response team, managing the entire process from data room organization to final working capital negotiations. We've been on both sides of the table—advising buyers on due diligence and defending sellers through close—so we know exactly what buyers are looking for and how to protect your valuation.
Our team responds to all requests within 24-48 hours, maintains consistent messaging across all workstreams, and identifies potential deal-breaking issues before they surface in buyer reports. You stay focused on running the business while we protect your transaction value.
Organized, comprehensive data room with instant response capability to all buyer requests
Target: <24hr response time, 100% request fulfillment
Defensible documentation for all adjustments with supporting evidence buyers will accept
Target: <5% valuation adjustments, zero surprises
Rigorous validation of buyer synergy assumptions and 100-day integration planning
Past result: Validated $32M synergies, 30% faster capture
Proactive identification of potential deal-breaking issues before they surface in QofE
Target: Zero critical findings, on-time close
Expert negotiation of working capital peg and post-close adjustment mechanisms
Target: Fair peg, minimal post-close adjustments
Preparation and coaching for management presentations to buyer teams and lenders
Target: Confident, consistent messaging across all meetings
Immediate assessment of current data room state, identification of gaps, and rapid organization of all documentation. Establish response protocols and assign workstream owners.
Daily management of all buyer requests, maintaining <24hr response times. Weekly status calls with your team to coordinate responses and address emerging issues. Proactive identification of potential problems.
Detailed response to Quality of Earnings findings, defense of all EBITDA adjustments, and negotiation of working capital peg. Ensure no surprises in final purchase agreement.
Final documentation review, management presentation preparation, and transition planning. Ensure clean close with no post-close surprises or working capital disputes.
Price varies based on transaction complexity, number of workstreams, and data room readiness. A 5% valuation haircut on a $50M transaction costs you $2.5M—this investment typically pays for itself 10-20x over.
Schedule a 30-minute call to discuss your transaction timeline and diligence strategy.
Schedule Strategy Call