Pre-deal Due Diligence

Revealing deeper truths

Before any major decision, there is a moment of stillness—an opportunity to reflect on the possibilities. Our Pre-deal Due Diligence service helps you understand the true value of a potential transaction. We dive deep into financial analysis, market comparisons, and risk assessment to reveal the unseen dynamics that could affect your decision. Our process ensures you move forward with confidence, supported by clear, balanced insights.
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Why do you need this service?
Pre-deal due diligence is essential to properly assess the risks and opportunities of a potential transaction. It helps you get a clear and detailed picture of the target’s assets and liabilities before making the final decision.
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When do you need this service?
You need this service before closing a major transaction, such as a merger, acquisition, or partnership. Due diligence is particularly important at the pre- transaction stage to avoid unwanted surprises.
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What does this service involve?
This service involves a detailed analysis of the financial, legal, operational, and commercial aspects of the transaction target. It includes asset verification, liabilities, existing contracts, compliance with regulations, and associated risks. The goal is to identify all relevant factors that could influence your investment decision.
A multinational technology company was planning to acquire an innovative AI startup. Before finalizing the transaction, they requested a Pre-deal Due Diligence service to thoroughly assess all financial, legal, and operational aspects of the startup. The analysis revealed a significant risk related to an unresolved legal dispute and some unclear contracts with suppliers. Based on this information, the company renegotiated the transaction terms, reducing its exposure to future financial risks.
Asset-Based Lending – Collateral Financing

Aligning resources with intent

Financing based on assets is more than a transaction; it’s about trust in the value of what you hold. We provide comprehensive evaluations of collateral, from real estate to machinery, assessing liquidity, market trends, and asset condition. Whether you’re a lender or borrower, we guide you through the process with expertise, ensuring your assets serve as a strong foundation for financial growth.
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Why do you need this service?
This service allows you to obtain financing using your company's assets as collateral. It is useful for maximizing liquidity and accessing capital
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When do you need this service?
You need this service when your company wants to access funds by securing tangible assets, such as properties, machinery, or equipment, in exchange for a loan.
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What does this service involve?
We estimate value of the assets used as collateral, analyzing their market value, liquidity, and potential risks. Depending on the assets offered, we provide recommendations on the loan structure and the amount you can secure. We also offer support in dealing with lenders and financing structures.
A manufacturing company needed to access a line of credit to finance the purchase of raw materials but lacked sufficient liquidity. Using the Asset-Based Lending service, the company leveraged its machinery and equipment as collateral to secure a loan. The valuation of the equipment showed significant value, allowing the company to obtain the necessary financing on favorable terms and continue operations without disruptions
Prudent Private Investor Test

Ensuring vision and foresight

Investing is about seeing the future through the lens of possibility. Our Prudent Private Investor Test helps ensure that your investment decisions align with your long-term goals, balancing risk and potential. We use methods like discounted cash flow analysis and scenario planning to evaluate the financial and strategic fit of each investment opportunity. We bring clarity to the journey, so you can invest with purpose.
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Why do you need this service?
This test helps ensure that your investment decisions are in line with prudent financial standards, protecting you from excessive risks and ensuring a balance between risk and reward.
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When do you need this service?
You need this service when planning a major investment and want to ensure it follows the principles of a prudent investor who takes calculated risks.
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What does this service involve?
This service includes a detailed analysis of the risks and rewards associated with the investment, assessing whether the decision aligns with your long-term financial goals. We apply financial models to evaluate the potential impact of the investment and ensure that risks are well-managed
A private investor was interested in buying shares in a rapidly growing renewable energy company. Through the Prudent Private Investor Test, the investor was able to analyze the company’s growth potential, as well as associated risks, such as energy price volatility and reliance on government subsidies. Following the analysis, the investor decided to proceed with the purchase but diversified their portfolio to mitigate risks.
Prudent Private Creditor Test

Building Trust Through Informed Lending

Lending is a commitment based on trust. Our Prudent Private Creditor Test provides an in-depth assessment of a debtor’s ability to meet their obligations, offering creditors the assurance they need. Through rigorous financial analysis and market insight, we help creditors understand the risks and rewards, creating a balanced approach to lending.
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Why do you need this service?
This service ensures that offering a loan or credit line to a debtor is a financially prudent decision, protecting you from unjustified non-payment risks.
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When do you need this service?
You need this service before providing financing or credit to a private or commercial entity, especially in situations where financial uncertainties exist.
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What does this service involve?
This service involves a thorough financial evaluation of the debtor, including analysis of their repayment capacity, cash flow, existing debt, and overall economic situation. We assess the risks associated with the credit and offer recommendations on acceptable exposure levels.
A private creditor was considering granting a substantial loan to a shipping company. With the help of the Prudent Private Creditor Test, the creditor evaluated the company’s ability to repay the loan, considering its revenues, long- term contracts, and market fluctuations in the shipping industry. The assessment revealed a high level of risk due to fuel price instability, so the creditor imposed stricter loan conditions, reducing the risk of non-payment.
Fairness Opinion

Creating balanced pathways

Fairness is about balance—ensuring that all parties in a transaction are treated with equity. Our Fairness Opinion services provide an independent evaluation of whether a deal is fair, using market comparisons, financial analysis, and industry benchmarks. We go beyond the numbers, considering the strategic implications for all stakeholders involved, helping you create a transaction that is both financially sound and ethically aligned.
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Why do you need this service?
A fairness opinion is needed to ensure that the terms of a major transaction are fair to all involved, protecting the financial interests of shareholders and other stakeholders.
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When do you need this service?
You need this service during mergers, acquisitions, strategic partnerships, or financial restructuring to guarantee that the negotiated terms are equitable.
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What does this service involve?
A fairness opinion involves an independent assessment of the terms and conditions of a transaction to determine if it is financially fair. It includes an analysis of similar market transactions, the evaluation of involved assets, and the impact on shareholders
A publicly listed company was about to merge with a competitor of similar size. The company’s board of directors requested a Fairness Opinion to evaluate whether the terms of the transaction were fair to its shareholders. After the evaluation, it was found that the proposed purchase price was undervalued compared to similar transactions in the industry. Based on this opinion, the board renegotiated the terms, securing a better price for shareholders.
Strategic Value Advisory

Discovering untapped potential

Value is not fixed—it is shaped by vision and strategy. Our Strategic Value Advisory services help you uncover hidden potential in your business, identifying opportunities for growth and transformation. We use competitive analysis, market research, and strategic forecasting to guide your business toward its highest potential, ensuring that every decision aligns with your broader goals and purpose.
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Why do you need this service?
This service is necessary to identify and capitalize on strategic opportunities that can increase your company’s value, whether through restructuring, expansion, or innovation.
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When do you need this service?
You need this service when you want to maximize the value of your business through a well-planned strategy, whether in preparation for a transaction or the implementation of a long-term plan.
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What does this service involve?
It involves a strategic analysis of your business, evaluating strengths, weaknesses, and opportunities in the market. We work together to develop a strategy that aligns your growth objectives with the company’s potential, providing recommendations for maximizing assets and resources.
A medical equipment manufacturer was looking to expand into new international markets but was unsure which strategy would be most profitable. Through the Strategic Value Advisory service, our team analyzed target markets and identified strategic opportunities in regions where demand for equipment was increasing. Based on this analysis, the company implemented an expansion strategy in Asia and South America, doubling its revenues over the next three years.
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