Blog
Insights, updates and stories from our team.
Investment Bank M&A Analyst Tools: What Drives Efficiency in Deal Execution
Essential tools for M&A analysts in investment banking and advisory. How the right technology stack improves deal execution speed and accuracy.
PE Operating Partner Due Diligence: What Financial Advisors Need to Know
How PE operating partners evaluate financial due diligence. What Transaction Services teams must deliver to meet operating partner expectations.
What Is a Datapack in M&A? The Financial Data Package Behind Every Deal
A datapack (or data pack) is the structured financial data package prepared during M&A due diligence. Learn what it contains, who prepares it, and why it matters for Transaction Services teams.
How to Create Due Diligence Reports From Excel Data and General Ledger Exports
Turn trial balances, management packs, and GL detail into a defensible financial due diligence report. A practical workflow for Excel-heavy inputs and ledger-first engagements.
Mid-Market Due Diligence: How Smaller Firms Compete on Quality and Speed
How mid-market due diligence firms deliver deal-ready financial analysis. Strategies for competing with Big 4 on quality while maintaining margin.
Transaction Services Analyst Training: Building Due Diligence Capabilities Fast
How Transaction Services teams train analysts for financial due diligence. Practical approaches to reduce ramp-up time and protect deal margins.
Net Working Capital Analysis in Due Diligence: Getting the Peg Right
Net working capital analysis in due diligence drives the purchase price adjustment. Accurate NWC requires clean data, proper normalization, and seasonal insight.
Plan Comptable Mapping: Translating French Accounting to Standard Frameworks
Plan Comptable mapping is essential for cross-border due diligence on French targets. Here is how to map PCG accounts to IFRS and US GAAP line items.
Private Equity Due Diligence: How Financial Advisors Deliver Under Compressed Timelines
Private equity due diligence demands speed and precision. Learn how Transaction Services teams deliver quality financial analysis under compressed deal timelines.
Post-Merger Integration: Financial Workstream Priorities for Day One and Beyond
Post-merger integration finance covers chart of accounts harmonization, reporting alignment, system migration, and working capital management after deal close.