Over the last few years in the M&A industry, we’ve worked with many founder-managed businesses varying in size, sector and strategy. One of the key things impacting transaction outcomes is the preparedness of a business ahead of exit. While it may seem that preparation only becomes critical the closer to a sale you get, the reality is that the quality and availability of information over time is fundamental to building buyer confidence.
In our experience, successful transactions are typically underpinned by availability of consistent historical data and a clear, credible strategy for future growth. Conversely, we’ve seen transactions fall over at various points in a deal, but the most common stage is during due diligence.
The six core diligence areas include financial, commercial, operational, legal and increasingly, technology and ESG. The earlier a business invests in developing and streamlining their processes within these areas, the more likely a smooth and successful exit.
In this series, which will be updated regularly, we will guide you through each of the due diligence streams in more detail, through the lens of an M&A advisor. We'll explore the typical focus areas, common pitfalls, insights from transactions we've worked on, and some pointers to elevate chances of success.
Over the last few years in the M&A industry, we’ve worked with many founder-managed businesses varying in size, sector and strategy. One of the key things impacting transaction outcomes is the preparedness of a business ahead of exit. While it may seem that preparation only becomes critical the closer to a sale you get, the reality is that the quality and availability of information over time is fundamental to building buyer confidence.
In our experience, successful transactions are typically underpinned by availability of consistent historical data and a clear, credible strategy for future growth. Conversely, we’ve seen transactions fall over at various points in a deal, but the most common stage is during due diligence.
The six core diligence areas include financial, commercial, operational, legal and increasingly, technology and ESG. The earlier a business invests in developing and streamlining their processes within these areas, the more likely a smooth and successful exit.
In this series, which will be updated regularly, we will guide you through each of the due diligence streams in more detail, through the lens of an M&A advisor. We'll explore the typical focus areas, common pitfalls, insights from transactions we've worked on, and some pointers to elevate chances of success.
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