Mergers and Acquisition Due Diligence

Our professionals become a part of your team. They collect and analyze data that is critical to your business transaction.

We make our clients the most educated buyers by helping them:

• Evaluate the risk and expense management of the target company;
• Quantify and define pre-closing liabilities;
• Provide post-closing insurance budgets for pro forma financials and the subsequent placing of post-closing insurance programs;
• Create efficiencies to meet client financial objectives and exit.

Our services include a review of three main areas: financial analysis, transaction analysis, and insurance/benefits and risk management review.

Scope of Services

• Our key findings including benefit promises and costs, based on available data;
• Identify any issues and concerns that may have a financial impact on the proposed transaction;
• Compliance with country benefit regulations based on benefit program information received;
• Assumption of identified benefit insurance policies and programs, and commentary on competitiveness of current benefit programs;
• Assumption of pension plans and identification of unfunded pension liabilities;
• Severance or termination benefits description and related liabilities;
• Highlight actions that need to be taken prior to closing;
• Highlight actions that need to be taken post closing.

To learn more about our Mergers and Acquisition Due Diligence, we invite you to reach out to us.