Analysis / Private equity and diligence
Investigate working capital diligence exceptions
Investigate target working capital exceptions in Proforma. Trace aging and timing changes to evidence, with seasonality and perimeter questions for review.
Financial diligence analyst
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Your starting prompt.
Review [target working capital snapshots] for unusual aging, timing changes, concentration and proposed exclusions. Compare periods with explicit perimeter and seasonal context, and trace material exceptions to supplied transactions or terms. Build an evidence schedule rather than a recommended purchase-price adjustment. Mark incomplete or incomparable periods. Do not determine normalized working capital or interpret transaction accounting without specialist review.
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Method and review
Keep the assumptions visible.
Reconcile supplied financial and operating evidence, preserve source references and list unresolved questions. Prepare diligence analysis for qualified review.
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A transaction adviser must assess normalization, treatment and deal-specific purchase-price implications.
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Before you begin
- Authorized target snapshots and transaction evidence
- Qualified financial diligence review
Work with permitted files or queryable data. Verify the result against the original records.
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Make it your investigation.
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