Financial due diligence support
Intrinsic advises middle-market private equity firms on a wide variety of financial due diligence matters. As your strategic partner, we work hand in hand with you, keeping your goals and needs in mind, and perfect our perspectives through continuous dialogue.
An experienced transaction advisory team
The transaction advisory team is led by seasoned professionals with decades of experience working on highly complex transactions. We have backgrounds in Big 4 accounting firms, international consulting firms, private equity, family offices and investment banking.
Dan serves as a Managing Director and co-leader of Intrinsic’s Transaction Advisory Services practice. He focuses on the growth and development of the TAS practice, managing relationships and driving value creation across the firm’s private equity clients. Dan leverages nearly 15 years of professional experience.
Kevin serves as a Managing Director and co-leader of the Transaction Advisory Services practice. Kevin leads financial due diligence engagements and also focuses on growth and development of the TAS practice. Kevin brings over 15 years of professional experience primarily in transaction advisory services and public accounting.
Stephen serves as a Managing Director within the Transaction Advisory Services practice at Intrinsic. He brings over seven years of experience assisting private equity and corporate clients on complex buy and sell-side financial due diligence engagements in in the construction, consumer and industrial manufacturing, technology, and various other industries.
Our goal is to secure your investment
We take every opportunity to make your job easier. In fact, many of our partners describe us as “user-friendly.” We do everything we can to ensure the due diligence process is as smooth and efficient as possible for everyone involved, including your target company.
Our transaction advisory process is thorough and thoughtful
The financial due diligence process includes thoughtful analysis of historical and projected earnings, net working capital, and operational performance. We identify value drivers, high-risk areas, unrecognized liabilities, and potential deal-impacting issues.
We perform a rigorous assessment of the following:
- Trial balance-level financial statements
- General ledger transaction detail
- Key performance indicators and operational metrics
- Customer, product, service, and location-level profitability