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How does your firm do diligence?
Question in the title. I came from MBB and went to a MF PE shop after and enjoyed my time. We largely outsourced commercial due diligence to Bain/Mck who would do a high volume of the expert calls, secondary research and synthesis. We would overlay our own insights and I could be heads down on the...
Due Diligence Workstreams - Outsourcing
Interested to learn how other firms run their diligence workstreams. How much of the FDD / CDD work are outsourced to the advisors vs done by the associates in your teams? I’m trying to get a sense how deeply involved others are in the diligence process vs taking a more hands off approach letting...
How To Create A Due Diligence Report For Equities + Example
The key to doing a thorough due diligence report comes from two things: 1) Reading through a balance sheet and understanding what the Assets and Liabilities are, and 2) Speaking with management and questioning the company plans going forward and how to generate shareholder value. Below is an example...
Key points in PE Due diligence
Hi guys, I guess some of you already performed (analysed) due diligence while bidding for a target company, and I was wondering what were the key elements you were focusing on. Could you please share some best practices? Thanks a lot in advance !
Software Due Diligence
Hi Monkeys, I have an upcoming case study with a tech fund focusing on software. For those with experience looking at software companies - what are typically the most important diligence considerations if you would / would not invest in the company? I appreciate customer cohorts (churn, retention...
How much admin/boring work are you doing in PE?
Question says it all. Things that I would put in that category are, for example: Managing Q&A (e.g. sending XLS trackers back and forth) Scheduling all sorts of calls with our DD advisors or the sell-side Coordinating work of our DD advisors or other team members (e.g. asking for updates, updating...
What's your 1 hour due diligence process?
I'm frequently tasked with providing a quick summary and opinion on companies of interest (generally in tech and life science). I'm interested to see your 30 minute to a couple hours due diligence / analysis process as well as any tips or insights. What are the items you spend time looking for and...
CIM Formatting - Curious
I am an Associate working at a regional MM IB firm, being tasked with improving CIMs for our industry team. Do your teams use the bank's or the client's colors for the CIM? We use powerpoint, not word.
Most amusing part of PE diligence...
...is all the ads I start getting about the industry and I'm diligencing. Some SEO guru HAS to be scratching their head on why there's some dude that's really into carboard manufacturing, nuclear cleantech in Europe, industrial cameras, and colonoscopy equipment over a 2 week period.
Consulting DD: What does it look like at a boutique firm?
I'll keep it short: I received an internship at ZS at their Evanston HQ, but I was told by a friend in the firm that I can (in some ways) shape where I'm staffed for projects by expressing my interest areas. After some light research into the topic, I found the on and off nature of PE due diligence...
PwC Due Diligence vs Chinese Bank Special Assets
Hi guys, I would like to seek some advise from others. I am working Big 4 Restructuring team as Senior 3 Accountant, next lv would be manager. I would like to transform into M&A banker. On my hand, currently I have received 2 offers. 1. Pwc Due Diligence - help buyside / sell side client perform...
DUE DILIGENCE RESOURCES
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Legal due diligence vs Investment due diligence
When the litigators perform due diligence on a company, how is that research process different from how/what we typically do on the buy-side?
Diligence Request Hell
Fellow monkeys - how does your firm manage diligence request lists coming from all corners of the buyside? It seems to be common place for all workstreams (legal, tax, IT, financial, etc.) to just pass excel sheets back and forth which is so unorganized / inefficient and driving me insane (1st yr...
Repeat 3rd Party Vendors (PCA/ESA)
Fellow members of REPE teams... Has anyone had real success implementing a programmatic relationship for 3rd party reports (PCA/ESA) for your DD at a National level? Some lenders do limit the pool, but if given the choice is there one reputable firm you'd fully commit to for all transactions? My...
PwC Financial Due Diligence Case Interview
I have a case interview with PwC FDD. Any tips/learning material would be helpful. Thanks
Lender Due Diligence
I am interested in learning more about lender due diligence and was wondering if anyone could speak about what LDD consultants do on a daily basis, what the work actually is, etc. TIA.
Q&A: Competitive Intelligence, Corporate Intelligence and Due Diligence
Hello all. Feel free to ask away on the world of Competitive Intelligence and Due Diligence in relation to Private Equity. And remember it is better to do sort of work before an investment than after they have got your hard earned money. Graeme www.octopusintelligence.com
Due Diligence on PE Deal
Hi Everyone, I've been hired on as an intern with a small boutique PE firm in Dallas and my first assignment is to research a list of companies to find some general information on them (whether they're independently run, what their reputation/history is in the area, etc.). So my question is how to...
What's up with these boring ass deal names??
Enough with "Project Eagle"! Let's spice it up. Here are some suggestions: Dumbledore, Voldemort. Shenanigans, Dunkaroo, Ring Pop, Nickelback, DMB, Wolverine, AF.
Resources for learning the doc/legal/diligence side of RE deals
Hey guys, been in an excel-heavy role in a small REPE shop for a while as an analyst and really like my team. Think I have options to move up internally as its fairly small, but I don't have much of a strong foundation for the key diligence items in the RE underwrite (siting/zoning/etc). Does anyone...
New to Forum 20 Year Due Diligence Consultant Here to Help
Not sure if you guys have someone available to answer commercial property due diligence questions. I am 20 years in business and have experience at over 500 sites across the USA. I am Registered Geologist and NJDEP Licensed Site Remediation Professional. I work for a national firm and I specialize...
Audit, FDD, Deal Strategy, or Corporate Banking?
I know WSO doesn't like Audit but I'll just keep it as an option. As for Big 4 Financial Due Diligence or Deal Strategy, I can only apply to either, not both (conflict between teams). I talked to some people who actually worked there, but I still want to hear some opinions from you guys. FDD -...
Wealth Management Research Analyst
Would like to get your thoughts on being a research analyst for a wealth manager. The position would entail doing third party manager research and due diligence. - How are wealth management research analysts viewed, given financial advisers are at the front of the business? - Are the skills learned...
Due diligence questions books
Hi guys: Can someone recommend a good book on due diligence please? I'm especially curious on experienced professionals' thinking on the important questions to ask for different industries - almost like how one would do in PE . Thank you for all your recommendations!
Mid Tier firm with varied exposure or Big 4 with Transaction Advisory only (due diligence)
I have two offers but having trouble choosing: I have an offer from Grant Thornton offering exposure to valuation, financial modelling , IM preparation and due diligence on a small to medium size entity scale. I have an offer from EY offering exposure to due diligence (buy side and sell side) only....
Analysis and Valuation Models - Build with a template model or build from scratch?
Each company and each analysis is different, however, the "bare-bones" fundamentals are the same for DCF , Comps, precedent transactions, etc. So with that, do you guys build models and valuations from scratch (as in format, labels, sheets, cells, everything) or do you use a generic bare-bones...
Walk me through your entire investment thought process
VC / Growth Equity investors: Walk me through your entire investment though process when you look at a company. For example, what are you specifically looking for when you look at: Term sheet Customer calls Favorite questions to ask management Cap table Balance sheet IP / patents Management...
Equity Research vs. Due Diligence
If you had 2 offers: 1) Equity Research Associate- Sell Side- at Susquehanna International Group (SIG) or 2) M&A Advisory Due Diligence Senior at Deloitte ( not the corporate finance group) Which one would you take and why?
Due diligence pains
Hi everybody What is some of the most obvious pains you experience during due diligence processes? e.g. advisor coordination, request list coordination, meeting scheduling, Q&A list management
Riveron Consulting
I was wondering if anyone had any insights into Riveron Consulting (mainly Dallas and Houston office). Couldn't find much info besides some bad reviews on Glassdoor. Looking to their Acquisition practices which seems more like a Big 4 Due Diligence group. Any info on the culture, reputation and...
Big 4 Audit to Financial Due Diligence
I am a big 4 senior in one of the major US city trying make a move into Financial Due Diligence. I am trying to transfer within my firm and also been talking to other Big 4 firms. I have tried to spin some of my audit experiences for more finance and leadership points. Would really appreciate any...
Firms for Financial Due Diligence?
Besides, Big-4 firms, I was wondering what other firms have good reputations for FDD. I was guessing may be valuations shops like Duff & Phelps? I know Bain has a reputable due diligence group. Just trying to get a list of FDD firms in terms of reputations and career growth opportunities. Thanks!
I am thinking of investing in a start-up, time for due diligence
Through a contact I was introduced to a start-up. They are a tech start-up that has been operating for 2 years and have just launched their product. They have 13 employees and have raise $3 million in funding so far (from the founder and other Angel investors). I've met with them and discuss their...
Transaction Services Groups
Can somebody explain the different groups of Transaction Services: due diligence, accounting advisory, and valuation. Which group do people who previously worked in audit move into? What do they focus on? Do they hire from undergrad? Do you have to have experience? What are exit opportunities for...
Due Diligence- Talking to Sources
HF analysts, how do you get sources of information to take the time and agree to let you interview them? I've always wondered this. Is there anything in it for them, or are people just generally willing to talk if you're nice to them? I don't mean company executives, obviously they'll talk to you....
Salary as Due Diligence Manager at BIG4 in New York?
Hi, I am currently considering to go on a two year secondment in New York but I am a bit concerned about the cost of living in NY compared to Europe. Can anyone tell me what kind of salary to expect as an experienced Due Diligence Manager at BIG4 in New York or alternatively San Francisco or...
Boutique Valuation Firm or Big Four Financial Due Diligence?
Any thoughts in career, exit opportunities and etc.? 1 year of experience at assurance, ready to jump as soon as possible Boutique valuation firm pays pretty well at 65k + 20-30% bonus Big 4 FDD - what is the salary/bonus situation? Thanks for the input
Preparing for Investor Due Diligence
Hey guys, somewhat frequent lurker, first time poster. I am new to the industry, and I am seeking some feedback on any best practices or war stories for due diligence requests from large institutional/corporate strategic investors. I apologize in advance if I missed a thread on this topic already. I...
Salary at small consulting firm doing real estate due diligence?
I have an interview at a small (50ish employees) consulting firm in large city. Its for an analyst position 0-4 yrs experience. Primary function is due diligence on real estate. What would expected comp be? what should I ask for? thanks.
Stuck with Due diligence.
Hi guys, I graduated with a B.Tech in CompSci this June and recently started an internship(9 months) at an Inv Bank in India. Is well known here but not as much around the world. The manager I am working under solely takes care of due diligence for the companies going public and hence I am stuck...
Deloitte M&A (FDD) vs. PwC Accounting Advisory
Two great job offers...having trouble deciding. Goal is to get exposure to deals/transactions and develop an understanding of the value-drivers of a business. Looking to create a foundation for an eventual move to PE , VC , Corp. Dev., etc...(realize it may be a step or two down the road). Trying to...
Private Equity Manager Reviews
I work for a hedge fund of funds and have been traditionally responsible for hedge fund manager research. My firm is looking to transition into private equity investments as well and want me to help start the manager research department. There are a few obvious differences in the HF and PE selection...
Ernst & Young - Commercial Due Diligence/Commercial Advisory Services vs Big 4 - Strategy & Operations
I have my bachelors from a top 3 engineering college ( MBB Target School ) and MBA from a top 7 B-School (MBB Non-Target School) in an emerging economy. I have worked with the strategy team of the largest private company in my country for an year post MBA post which i am planning to move to EY-CDD...
Manager Due Diligence
Hi, I was wondering if anyone that worked in a manager due diligence role could provide some insights in terms of comp / hours / exit ops / transferable skills? For example, Blackstone 's BAAM ( HF ) group, manages clients money directly, as well as conducting HF manger due diligence in order to...
Evaluating a PE offer
It's been a big week for me; got a PE offer for next year. I only have a few days to decide; I've definitely given it a good deal of thought (even before getting the offer), but for those of you who have moved to the industry (especially from consulting), what were the right questions you asked...
Sample Data Room List
Does anyone have a sample Due Diligence data room List they would be willing to share? Looking for either an Excel or Word file detailing all of the docs that should be requested. Thanks in advance.
Deutsche Bank First Year Analyst
Hi there, Does anyone know the due diligence process for a first year analyst at Deutsche Bank ? Much Thanks!
How important is access to confidential information when investing?
Warren Buffet seems to decide which company to buy just by reading annual reports, i.e. public information. Similarly, Hedge Funds invest in public companies by going through publicly available information:annual reports, company/industry research,etc. Why can't PE firms do the same - acquire...
Below 8,000... Now What?
So the Dow dropped below 8,000 today for the first time since early 2003, where do we go from here? This mysterious 8,000 number has been fixated on by pundits and economists ever since the financial world started to fall apart. Is there another number you guys are hawkishly eyeing? Is it the...
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