Services
Protecting your investments by elevating due diligence and providing niche operational advisory.
Can be done pre-investment as input into the investment decision process or can be done post-investment to facilitate investment protection.
Operational Integration: Aligning the company’s internal controls with institutional investor reporting requirements.
Process Resilience: Identifying single or multiple points of failure.
Control Authenticity: Moving past the "checkbox" to ensure internal controls are culturally embedded and technically sound.
Governance Maturity: Assessing whether the leadership and reporting structures are adequate and can absorb growth or market volatility.
Risk Governance: Assessing the culture of compliance and reporting accuracy.
Tech Stack and Data Governance: Evaluating the scalability of the current infrastructure, embedded controls and the reliability of the reporting.
Operational Due Diligence
A special form of operational due diligence geared towards the specific processes and controls for loan management and reporting to the PE investor.
Assessing processes and controls for managing the loan(s).
Assessing processes and controls for managing the collateral pool.
Reviewing borrowing base certificates for accuracy and completeness.
Reviewing loan covenants reporting.
Review underwriting process and assess whether in line with loan agreement.
Private Credit Due Diligence
Advising and guiding businesses to achieve resounding success across a spectrum of operational functions with the goal to strengthen commercial and investment functions.
Creating operating models in line with business and commercial needs.
Designing best practice processes and controls.
Assisting in developing in-house or outsourced operations.
Selecting fit-for-purpose and scale vendors, systems, and tools.
Providing surgical intervention services to optimize governance frameworks and remedy operational vulnerabilities.
Internal Control Optimization: Rapidly fixing broken processes and controls following a compliance failure or significant audit finding.
Audit Readiness: Streamlining controls during or post transitional periods.
Pre-Exit Operational Remediation: Ensuring the operational house is in order to maximize valuation and minimize buyer friction during exit due diligence.
