Stephen Reed
Partner
Financial due diligence
An experienced and proactive team
Our Strategic Corporate Finance (SCF) team offers clients a flexible, relationship-focused, and partner-led approach to financial due diligence (FDD).
Led by 4 partners, our SCF team is one of the largest, dedicated corporate finance teams based in the London and Eastern region. We have extensive experience undertaking a large number of FDD assignments across a variety of sectors and for a range of clients, including acquisitive corporates, investors and lenders.
We have a strong reputation and track record as an FDD provider of choice, due to our ability to report to desired timescales and delivering on scope across a range of transaction types.
Our sector experience includes:
- Property & real estate
- Software and technology
- Manufacturing
- Leisure
- Food and beverage
- Professional services
- Retail and beauty
- Healthcare
- Facilities management
- Agri-tech
We have also completed FDD on UK targets for clients across Europe, Indonesia, United Arab Emirates, Canada and the US, to name a few.
Adaptable to your needs
Working in collaboration with our specialist tax and accounting colleagues across the Price Bailey practice, we offer you an efficient and rounded approach to your due diligence needs.
Financial due diligence services for banks & lenders
Depending on your requirements, we can produce a full detailed report or a more concise ‘Red Flag’ style report in which we address only key areas required, and provide clear opinion-led conclusions.
We optimise the likelihood of a successful transaction by ensuring that the banks’ Credit Committees are fully satisfied. This is achieved by:
- Offering our time, pre-engagement, to ensure we understand the broader context to the transaction, the available information and help consider the inherent risks, to shape our scope of work accordingl
- Making it our priority to be involved early on in discussions with the target management team in order to help identify key risks areas and to better understand the commercial aspects of the target company.
Financial due diligence services for Professional investors
Our team regularly assist investee company clients seeking growth/buy-out capital investment or those considering exit options. Our team advises clients on both sides of these arrangements, which gives us a unique understanding of the challenges faced by both business owners & investors alike.
Our pre-funding diligence reports are clear and concise, highlighting issues that are critical to the success of a transaction. We work collaboratively with clients, and offer our input into the design of the scope of review to optimise the likelihood of a successful investment.
We also work closely with providers of other due diligence work streams to provide a comprehensive and joined up approach. Our pro-activeness allows clients to receive frequent real-time progress updates and feedback.
We can offer flexible fee structures, including partially conditional fee structures where appropriate.
Financial due diligence services for acquisitive corporates
You will benefit from a strong and supportive relationship with our team, as we recognise that for many Corporates, this may be their first time acquiring another business.
In addition to FDD, we can also offer lead advisory support to help project manage a transaction through to completion, from tax planning and structuring advice to input into legal contracts as well as support in subsequent negotiations, based on the findings from due diligence.
Why choose Price Bailey for financial due diligence?
- Significant experience in supporting FDD assignments across a range of sectors and transaction types
- Strong and growing reputation as an FDD provider of choice for lenders, corporates and investors
- Clear, concise and opinion-led reporting conclusions
- Strong track record for delivering against challenging timescales
- Access to a dedicated research and insights service focussed on validating financial model assumptions, where necessary
- A partner-led service with partners that lead in the delivery of the key findings from our work
Corporate finance services are provided by Price Bailey LLP. For details about our regulatory status, see www.pricebailey.co.uk/legal.
