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Private equity

Build conviction before the bid

Connect material deal risks to the evidence, from the first investment discussion to the committee memo.

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What would change your view of the investment?

An early review should surface the issues that affect your willingness to proceed. As the transaction develops, the same evidence needs to support a deeper investment case.

Inside the work product

Explore a
diligence review

Browse a sample investment committee memo, the findings behind it, and the requests that move the review forward.

ColabraProject Northbridge

Investment team · Working review

Investment committee memo

Executive view

Resolve the earnings adjustment and currency difference before finalizing the investment case. Keep customer consent visible in the closing discussion.

Matters for attention

01
Earnings adjustment

The adjustment combines remediation with support. Separate ongoing costs before accepting the full add-back.

Management earnings bridge · note 4
02
Currency reconciliation

The stated rate implies $1,296,000, leaving a $24,000 difference to explain.

Revenue schedule · European subsidiary
03
Customer consent

Confirm whether the proposed transaction triggers consent before relying on the contract at close.

Acme customer agreement · §12.3

Evidence reviewed

  • Management earnings bridge
  • Subsidiary revenue schedules
  • Key customer agreements
Prepared for investment review01
Follow the complete workflow

From source to investment case

Inspect the earnings review

Earnings reviewEvercrest Group
Management update.csv
RowDescriptionAmount (USD)
3Claimed adjusted EBITDA12,700,000
4Claimed maintainable EBITDA12,150,000
5Cyber add-back

Support package incomplete.

Source excerpt · rows 3–5
Earnings quality

An adjustment
needs support

Management earnings include a $230,000 cyber add-back with incomplete support.

Pending verificationExclude $230,000

Outstanding diligence

Request the supporting schedule and evidence for the cyber add-back.

Financial due diligenceSource-linked finding

Management update.csv

Source excerpt · rows 3–5

RowDescriptionAmount (USD)
3Claimed adjusted EBITDA12,700,000
4Claimed maintainable EBITDA12,150,000
5Cyber add-back230,000

Support package incomplete.

A review with a clear purpose

  1. Triage the room

    Review commercial restrictions, litigation signals, and missing documents against your materiality thresholds.

  2. Resolve the questions that matter

    Keep seller requests attached to the issue so the team can see what has been answered and what remains open.

  3. Apply a consistent playbook

    Use the same diligence requirements across add-on targets, with room for the specifics of each transaction.