Services
Diligence, Valuation, & Negotiation
INTEGRATED DUE DILIGENCE, VALUATION, AND DEAL SUPPORT FOR PRIVATE EQUITY
In private equity, diligence does more than identify risk — it shapes deal conviction, valuation discipline, and the path to value creation. Investors and leadership teams need confidence that the investment thesis can realistically be achieved.
Ankura delivers integrated financial, operational, commercial, tax, IT, and cybersecurity diligence to provide private equity sponsors, boards, and management with a comprehensive, coherent view of risk, value, and execution readiness. By connecting diligence findings directly to valuation, negotiation strategy, and post-close execution priorities, we help deal teams determine where value is real, where assumptions are aggressive, and where execution risk should be reflected in the terms of the deal.
Offerings
- Financial Diligence (Including QoE)
We assess earnings quality, cash flow sustainability, working capital dynamics, and key financial risks to help investors validate valuation decisions, challenge management-adjusted performance, and underwrite with greater confidence.
- Commercial Due Diligence
We evaluate market dynamics, customer concentration, competitive positioning, and revenue drivers to validate growth assumptions, assess downside exposure, and clarify the commercial durability of the investment case.
- Operational Due Diligence
We assess operational performance, cost structure, organizational readiness, and scalability to identify execution constraints, quantify improvement opportunities, and inform a realistic value creation plan.
- IT and Cybersecurity Due Diligence
We evaluate the technology environment, digital capabilities, and cybersecurity posture to identify hidden exposure, integration risk, resilience gaps, and technology constraints that could impact growth, margin expansion, or post-close execution.
- Negotiating Support
We translate diligence findings into practical negotiation leverage — helping clients prioritize key issues, assess tradeoffs, and shape price, terms, protections, and closing positions with greater confidence and precision.
- Tax Due Diligence
We identify tax risks, exposures, and structuring considerations that may affect valuation, transaction execution, and post-close outcomes. Our analysis helps investors address potential leakage, assess risk allocation, and make more informed decisions across the deal lifecycle.
The Ankura Difference
Ankura’s integrated diligence approach combines financial, operational, commercial, tax, IT, cybersecurity, and AI-enabled analysis to deliver a single, decision-ready view of risk, upside, and execution feasibility. The result is more disciplined underwriting, sharper negotiation, greater alignment around the deal thesis and fewer surprises post-close.
Key Contacts
- Kalyan Kolli
Senior Managing Director
Atlanta, GA
- Vin Phan
Senior Managing Director
Nashville, TN
- John Schrader
Senior Managing Director
Washington, DC
- Javier Marcelo de la Garza
Managing Director
Garza García, N.L, Mexico
