Transaction Services

Initial Vetting is a rapid, structured assessment conducted before committing to a full due diligence process. Designed for PE funds and corporate investors who want early commercial clarity, it tests the equity story before committing time and cost – reducing the risk of entering a full due diligence process only to surface red flags that could have been identified earlier.

Our transaction services practice is built to close that gap. Across Initial Vetting, full Commercial Due Diligence, Vendor Due Diligence and Post-Merger Integration, we provide senior-led, functionally deep commercial assessment that produces outputs built to be acted on – not filed. Every engagement is designed to test whether the business can deliver the growth the investment depends on, while reducing the operational risks that stand between deal close and value realization.

The holding period is where value is won or lost. We support portfolio companies across the full holding period – from protecting and stabilizing value in the immediate post-close period, through to accelerating commercial performance ahead of exit. We work across five integration lenses: commercial and sales, finance, technology, operations and culture, ensuring that the value identified during diligence is realized rather than left on the table. The output is a structured integration program with clear owners, milestones and KPIs – and a commercial engine that is stronger at exit than it was at entry.

When preparing a portfolio company for exit, the commercial narrative needs to withstand buyer scrutiny. Our Commercial Vendor Due Diligence provides an independent, evidence-based assessment of commercial performance, market position and growth potential – anticipating the questions a buyer will raise and building the foundation to answer them credibly. The result is a process that moves faster, with less information asymmetry and a commercial story that holds up under diligence.