Due Diligence
Due diligence is the examination and validation of a business undertaken by Investors, Lenders and/or Acquirers.
"Trust but verify!"
Failure to perform adequate due diligence has been consistently identified as a primary reason for underperformance in corporate transactions.
Jason Fielden thus developed a unique Adaptive Due Diligence Program to analyze mergers, acquisitions, divestitures, new business or joint venture partners,
new markets, or new borrowers for financial institutions.
Due diligence is as much an art as a science. Most industry professionals promote the "standard checklist approach" for performing due diligence.
While a standard checklist is helpful as a guide, it lacks context and can limit flexibility and cloud the macro view. We believe each mandate has
specialized requirements. Every diligence action must be viewed through a strategic frame, and the overall program must be geared towards the drivers
of the specific business being examined.
The unique Adaptive Due Diligence Program customizes its due diligence programs around five pillars:
- Organization and People
- Products, Services and Markets
- Operations
- Financial
- Legal
Our team's background in banking, finance, business, and law enables us to provide acquirers, investors and lenders with an efficient and integrated due diligence service, in conjunction with your own accounting and legal professionals.



