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Ad Hoc Transaction & DD Support
Targeted specialist help when an unusual issue arises mid-transaction and an answer is needed quickly. Defined for the matter, and proportionate to the point at issue.
When advisers typically need this
- The buyer's advisers have asked a financial question that needs a considered response.
- A due diligence report has raised a point that needs unpicking.
- A reconciliation or calculation does not quite work and time is short.
- You want a second opinion before a position is put to the buyer.
What we review and analyse
- Buyer and due diligence financial questions
- Financial reconciliations and balance-sheet issues
- Earnings analysis and working-capital queries
- Transaction calculations and negotiation analysis
- Second-opinion work on a position taken elsewhere
Typical output
- A focused piece of analysis or written response on the specific point raised
- Support in preparing answers to the buyer's advisers
- A second opinion, set out clearly, on the position you are considering
How it works
Scope, deliverables, information required and fee are agreed before work begins. Findings are returned to you, and to the client only where agreed.
See how we work- 01
The scope is agreed and confirmed in writing
- 02
Information is supplied securely by the adviser or client
- 03
The analysis is completed and reviewed
- 04
Findings are returned as agreed
Limitations
This service is deliberately flexible. Scope is defined for each matter so that the work stays proportionate to the issue. This service is provided under a separately agreed engagement and does not constitute legal, tax, audit or regulated investment advice. Any analysis depends on the information supplied, the assumptions adopted and the circumstances at the relevant time.
Next step
Discuss a client matter
If ad hoc transaction & dd support may be relevant to a client matter, describe it briefly. We will confirm whether it falls within our capability and what support may be appropriate.