Capital, Investment & M&A
Investment readiness before the process starts.
Diligence exposes whatever a business has not resolved. We work through the numbers, systems, contracts and story in advance, so the process tests the opportunity rather than the housekeeping.
What the work covers
- Quality of earnings and margin analysis
- Reporting, systems and data readiness
- Contracts, IP and compliance review
- Management team and succession
- Equity story and forecast credibility
When businesses engage us
- A raise or sale is planned in the next twelve months
- An unsolicited approach has been received
- A previous process stalled in diligence
- Shareholders want optionality without committing to a sale
How we approach it
We run the assessment the way an acquirer or investor will.
Findings are prioritised by what will actually affect value or deal risk.
Common questions
- How far ahead should this be done?
- Six to twelve months before a process is ideal, because the highest-value items take time to fix.
- Growing fast. Running out of cash.
Revenue is climbing, retailers are ordering and everybody thinks things are going well. The bank balance says otherwise.
- The business has outgrown its leadership structure.
What gets a company from $1 million to $10 million is not necessarily what gets it from $10 million to $50 million.
Start a conversation
Discuss the situation.
Tell us where the business is and what has to change. We will be direct about whether we are the right partner.