Due Diligence

The structured review phase in a business sale, we orchestrate the process on your side.

01What is Due Diligence?

The review phase that determines whether a deal succeeds.

Due Diligence (DD) refers to the thorough examination of a business by prospective acquirers prior to the completion of an acquisition. It serves to understand the opportunities, risks, and true value of the business, and represents a critical step on the path to a signed sale and purchase agreement.

Due Diligence typically takes place after a Letter of Intent (LOI) has been signed and the acquirer has been granted access to internal documentation. The better a business is prepared for this phase, the more smoothly the process proceeds, and the stronger the vendor's negotiating position remains.

Which areas does a typical Due Diligence cover?

Financial DD Annual accounts, EBITDA normalisation, cash flow, working capital, liabilities

Legal DD Corporate structure, contracts, licences, pending litigation, IP rights

Tax DD Tax risks, open tax audits, asset deal vs. share deal structure

Commercial DD Market position, customer base, competition, sales strategy, growth drivers

HR / Operational DD Workforce structure, key personnel, employment contracts, operational dependencies

Technical / IT DD Systems, software, infrastructure, IT security, technical debt

Environmental DD Environmental regulations, permits, sustainability risks, sector-dependent

Regulatory DD Approvals, regulatory requirements, compliance, particularly relevant in Healthcare & MedTech

Note: The actual conduct of Due Diligence, i.e. the review carried out by auditors, tax advisers, and M&A solicitors, lies on the acquirer's side. As a vendor, what you need above all is a structured process and the right documentation at the right time.

02Our Role

We orchestrate, specialists review.

Adams Strategy assumes process management on the vendor side. Where required, access to experienced auditors, tax advisers, and M&A solicitors from our network of specialist partners can be coordinated, this is not a standard component but is provided on a situational basis.

Process Orchestration

We coordinate the entire DD workflow on the vendor side, timeline, document flow, communication with the acquirer, so that you can concentrate on running your business.

Data Room Setup

We assist in building and structuring the virtual data room, which documents belong, in what order, and with what access permissions.

Q&A Management

Acquirer queries are filtered, prioritised, and routed to the appropriate contacts by us, in a structured, traceable manner and without unnecessary delay.

Network of Specialists

Where required, we provide access to experienced auditors, tax advisers, and M&A solicitors from our network, for Financial, Legal, and Tax DD.

Vendor DD Framework

Where appropriate, we develop a comprehensive framework for a Vendor Due Diligence, proactively addressing the key review areas before the acquirer raises them.

Documentation Preparation

We support the compilation of all relevant documents, annual accounts, contracts, KPI summaries, and ensure that everything is complete and clearly presented.

03Get Started

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