Course overview
Effective due diligence is critical to successful deal execution. This practical, hands-on course equips participants with the tools and insights needed to navigate each stage of the due diligence process with confidence. Led by experienced practitioners, delegates will explore key investigation areas, commercial, financial, legal and operational, and learn how to streamline their approach to save time and reduce costs. Ideal for professionals looking to sharpen their judgement and improve transaction outcomes.
Key topics include
- Introduction to due diligence
- Financial due diligence
- Objectives
- Scoping
- Key areas of focus
- Current trading (out-turn) and LTMs/Trends
- Vendor due diligence
- Sell side and buy side
- VDD exec summary
- Operational due diligence
- Including IT and tech
- Commercial due diligence
- Objectives
- Scoping
- Key areas of focus
- Sector specialism
- Customers/competitors
- Analysis on achievability of forecasts
- Legal due diligence
- What is legal due giligence trying to achieve?
- What is the lawyers role?
- How does it get used?
- Management due diligence
- What is management due diligence?
- What are the different forms?
- How does it get used?
- How do management teams react?
What will delegates take away?
-
Master the Due Diligence Process
Understand each stage of commercial, financial, legal and operational due diligence, and how they interconnect. -
Enhance Deal Execution
Learn practical techniques to streamline investigations and improve transaction outcomes. -
Identify Red Flags Early
Gain insights into spotting risks and issues before they impact deal value or timelines. -
Apply Real-World Insights
Benefit from case studies and practitioner-led discussions that reflect current market practices.
Benefits to employers
- Sharper Deal Execution
Equip your team with the skills to run efficient, focused due diligence processes that support better investment decisions. - Risk Reduction
Improve the firm’s ability to identify red flags early, reducing exposure to financial, legal and reputational risks. - Time & Cost Efficiency
Help your professionals streamline investigations, saving valuable time and resources during deal execution. - Professional Development
Support the growth of junior and mid-level team members with practical, real-world training led by experienced practitioners.
FAQs about this course
What should I expect on the day?
Please arrive with plenty of time to register. Breakfast will be provided along with lunch and refreshments, with a drinks reception at the end of day 1. The course will kick-off with introductions followed by content from multiple speakers as per the agenda.
What’s the dress code?
Smart casual.
What should I bring with me?
You may wish to bring something to work on/ to take notes such as a laptop or iPad (we will provide note pads and pens).
Will materials be shared with delegates?
Yes, all materials including slides and case studies will be shared with delegates.
Course Director
Jon Andrew
Jon works alongside investment teams to support operational value creation within investee companies. He shares best practice across the portfolio supporting management teams as they develop growth strategies and helps them monitor performance.
After gaining a degree in Molecular Biology & Biochemistry at Durham University, Jon qualified as a chartered accountant with PwC and held roles within the Training, Transaction Services and Consulting teams. During this time, Jon designed and rolled out PwC’s inaugural Due Diligence Training Programme across Europe in 1997.
In 2005, Jon joined LDC to focus on performance improvement in its portfolio companies. Over his 15-year private equity career Jon has gained significant experience in a wide range of value creating activities and has particular expertise in driving change through complex integrations, IT implementation programmes, as well as 100-day planning initiatives.
Jon was born in Middlesbrough and because he believes the team chooses you, is a long-suffering Boro fan. He is also an ardent Yorkshire Cricket Club follower and enjoys running and tennis. When not trying to keep in shape, Jon likes to spend time with his three daughters.
Course testimonial
"The course was excellent! I found it very beneficial with plenty of interaction.”
CPD accreditation
This course is CPD accredited by the CPD Certification Service for 6 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.
