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Buy-Side Due Diligence

Buy-side due diligence is evolving to address modern M&A complexities with comprehensive, tech-advanced, and sustainability-focused processes. This shift reflects broader changes in the global M&A landscape, where advanced data analytics, ESG factors, AI, and machine learning are critical. Increased emphasis on operational efficiency, cybersecurity, and data privacy ensures thorough risk assessments and smoother post-transaction integrations.

How Citrin Cooperman Can Help

Our buy-side due diligence services offer a comprehensive evaluation to help clients make informed decisions, negotiate fair prices, and plan for successful post-acquisition integration. We review financial performance, operations, legal obligations, market position, tax compliance, human resources, IT systems, and environmental compliance. Additionally, we identify strategic fit, potential synergies, and integration opportunities, ensuring the acquisition aligns with the buyer's strategic and financial objectives.

This thorough assessment helps our clients make informed decisions, negotiate a fair price, and plan for a successful post-acquisition integration.

Are you getting the best deal?

The best way to ensure you are getting a good deal is to be fully prepared for the transaction process. Our services span the full life-cycle of any type of deal transaction.

Our Services

Quality of Earnings (QofE) reports

Our TAS team will provide a detailed analysis to assess the sustainability and accuracy of a company's earnings that goes beyond standard financial statements to provide a clearer picture of a company's true economic performance.

Tax due diligence

We review the target's Federal, state and local tax compliance, tax liabilities, and potential tax risks to ensure there are no hidden tax issues that could affect the transaction.

Deal structuring

Effective deal structuring requires careful negotiation, thorough analysis, and a clear understanding of the strategic goals of all parties involved. We help our clients design the terms and conditions of a business transaction, to create a framework that meets the strategic, financial, and operational objectives of all deal participants.

Valuation Services

Our professionals have extensive experience in financial analysis, industry knowledge, and regulatory compliance. Our comprehensive process helps clients determine the worth of a target company or its assets.

Purchase price accounting

We follow the generally accepted guidelines established by accounting standards such as the International Financial Reporting Standards (IFRS) and Generally Accepted Accounting Principles (GAAP) to ensure that the financial statements of the acquiring company reflect the fair value of the acquired assets and liabilities, providing an accurate picture of the financial impact of the acquisition or business combination.

Financial modeling

Our professionals will assess a company's historical financial performance and forecast future financial outcomes to aid in strategic decision-making.

M&A advisory services

We provide strategic advisory services, including valuations, deal structuring and due diligence to facilitate a successful deal transaction that aligns with our client’s business objectives.

Ready to make the most out of your sales transaction?

Why choose us

• Partner-led engagements with dedicated teams of seasoned M&A professionals and industry specialists.
• Go-to" due diligence provider to private equity funds and U.S.-based middle market companies
• No checklist a customized approach to every engagement
• No standard checklist a customized approach to every engagement
• Client recognition for our responsiveness, technical knowledge, practical approach, and first class service.
• Staged approach to minimize broken deal fees

Ready to make the most out of your sales transaction?

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Contact Us Today

If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.