Dealmaking

The importance of a well-functioning due diligence process

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Written by Finalis

Last edited on Sep 11, 2023

2 min read

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Finalis recognizes a painful reality of the private market dealmaking industry: all too often transactions fail due to failed due diligence. This does not need to remain the case.

In the world of mergers and acquisitions, joint ventures, strategic alliances, and private placements, targeted and efficient due diligence is vital to capitalize on deal opportunities. According to the Harvard Business Review, 70 to 90% of M&A transactions fail, and this failure rate could be significantly mitigated by a more effective diligence process.

Due Diligence is the unlock to effective dealmaking. When will the securities industry finally update it?

At Finalis, we recognize that a well-functioning due diligence process can make all the difference in ensuring positive deal outcomes for our dealmakers that’s white-labelled and enhances their brand identity. As visualized in a recent report by Baker Tilly, transactions with the most thorough due diligence are ultimately the most successful, making mastery of the diligence process more needed than ever before. Now imagine the success rate, speed and efficiency of a tech-enabled experience…

In an industry so heavily dependent on maximizing the likelihood of a deal closing, the tools that are often used to run down the process are heavily dated and low-tech. Successfully completing and executing complex global transactions requires a robust, stable and secure platform. Reviewing company capitalization, revenue and margin trends, competitor analyses and market landscape research, valuations, and balance sheets does not need to be fragmented on a variety of clunky platforms. In a world where proper due diligence execution is the nucleus of M&A success, there’s no time for outdated processes or fragmented systems.

The industry deserves “better, faster, stronger.”

Finalis’ tech-enabled infrastructure centralizes and streamlines everything independent dealmakers, investment bankers, and placement agents need. Think of it as an all-encompassing iBanking cloud. A way to conduct everything you need, including vital due diligence to organize and analyze your boutique advisory’s work. Finalis maximizes your ability to successfully execute deals by leveraging the due diligence process each and every step of the way.

Interested in taking your due diligence game into the cloud? Finalis is your one-stop-shop. Get in touch with our team to learn more.

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