Transaction Services

The concept of our financial due diligence services—whether buy-side or sell-side—is a detailed and systematic analysis of data from the target company in order to obtain an overall picture of the company in connection with the deal. In particular, we emphasize the identification and assessment of value drivers, risks, and opportunities when reviewing assets, liabilities, financial position, and results of the target company.

It has become increasingly common for sellers to initiate a financial due diligence (vendor due diligence or VDD) of the company as part of the preparation for the sale process. Once the vendor presents the VDD report to the buyer, the buyer is required to carry out only limited additional due diligence. This optimizes the value for the seller and improves the quality and execution of the sales process.

Turn to us for deal advice on managing risks, taking advantage of opportunities, and achieving your desired results.

A technology due diligence is a comprehensive review of the technology environment of a business, including IT infrastructure, software, security, processes, and tech products, with the goal of identifying any potential transaction risks or opportunities in relation to the investment thesis.

Potential components of a Tech DD are:

• Assess Target’s IT landscape and technology product

• Investigate technical debt and potential IT risks

• Identify growth and scalability potential and inhibitors

ESG has become a top priority—regulators, consumers, investors, and employees place an increasing focus on ESG, affecting businesses worldwide. Correspondingly, ESG is becoming a critical aspect in M&A processes across sectors, and M&A deals are increasingly influenced by ESG criteria.

Key reasons to include an ESG due diligence in your next M&A process:

• Assess Target’s alignment with Buyer’s ESG strategy and approach

• Identify and assess direct deal value implications (e.g. EV and net debt adjustments) or ESG topics to be addressed in the SPA.

• Identify and evaluate sector-or asset-specific ESG opportunities of Target to drive future value creation.

Navigating the complexities of mergers, acquisitions, or divestitures requires expert guidance and a tailored approach. At KPMG, our Integration & Separation team delivers strategic insights and solutions to help you maximize value and achieve your objectives during these critical transitions.

Integration: Successfully combining organizations requires a structured approach to unlock synergies and achieve strategic goals. Our team works closely with you to align operations, integrate cultures, and harmonize technologies, creating a unified organization. By partnering with your team, we ensure a smooth transition, minimize disruptions, and optimize processes to drive long-term success.

Separation: Divestitures require careful planning to safeguard value and maintain business continuity. We assist in disentangling operations, managing stakeholder communications, and ensuring compliance with regulatory requirements. Our systematic approach positions the separated entity for sustainable growth while minimizing disruption.

With deep expertise and a global perspective, KPMG’s Integration & Separation services are designed to enhance deal outcomes and deliver lasting value. Partner with us to navigate your next transaction with confidence and success.