SERVICE: FINANCIAL DUE DILIGENCE
DATA-DRIVEN INVESTMENTS IN IRELAND AND THE UK
Transforming Financial Unknowns into Leverage and Smarter Decisions
We dig deep into the financials to uncover risks, validate performance, and assess future projections so you’re making strategic, evidence-backed decisions. Our due diligence equips you with a clear understanding of the business, turning financial unknowns into leverage that strengthens your position at the table.
Financial Analysis
We review financial statements and performance metrics for businesses in Dublin, Cork, London, and beyond.
Risk Assessment
We identify tax risks, operational inefficiencies, and key personnel dependencies.
Compliance Verification
We ensure adherence to Irish and UK financial regulations.
Market Benchmarking
We compare financial performance against competitors in the Irish and UK markets.
Forecast Analysis
We test financial projections to ensure sound decision-making.
CASE STUDY
Financial Due Diligence for PE Acquisition of Irish Logistics Firm
Client Snapshot
A private equity firm was seeking to acquire a fast-growing Logistics company in Ireland
Industry
Logistics
Revenue
€35m Revenue / 13% EBITDA Margin
Region
Ireland​
Ownership Structure:
Family owned
Stage:
Scaling / Exiting
Scenario
During the acquisition, the company sought to engage with a professional services firm to manage each of the due diligence requests across both legal, financial, tax, commercial and operational.
The Challenge​
The company had solid performance but faced challenges in:
-
The company’s Financial Controller went on maternity leave during the transaction and therefore the company needed a team to manage the due diligence process by learning quickly about the finances and operations of the business
-
The due diligence process was an intense period of c. 1 month which required a specific focus to take hold of the company by a team based on-site
Vico's Involvement ​​​
-
Vico Advisory carried out the following activities to build up its knowledge on the company:
-
Conducted interviews with C-Suite individuals and finance / operations team members within the company to better understand the business
-
Accessed the company’s computer system to analyse what information was available
-
Reviewed the private equity firm’s due diligence checklists to compiled thorough responses that accurately and appropriately represented the company to the private equity firm
-
Fielded follow-on queries from the private equity firm by either providing the information from our own understanding and / or obtaining the right information from the appropriate individual within the company
-
Created well-organized and structured online data room that enabled the private equity firm to easily navigate the information provided
The Results
-
The proposed transaction was successfully completed following a very collaborative and well-run due diligence process
-
Deal closed that provided the family with an exit with standard earn-out clauses
Insights
Managing a due diligence process successfully is imperative towards the successful completion of an M&A transaction. Private equity firms (in particular) have many potential investment opportunities and so when they enter into a due diligence process where information is either not accurate, incomplete or slow to be provided, has a significant impact on their comfort around the financial performance / position of a target company. This can potentially result in an aborted transaction.
FINANCIAL DUE DILIGENCE FOR AN M&A DEAL IN IRELAND OR THE UK
See Through the Deal Before you Seal It
Our financial due diligence services ensure that you have a clear picture of the financial health of any target business. Whether you're an investor in Dublin, Cork, or London, our financial due diligence services give you a clear picture of financial health and investment risks.