Due Diligence

Due Diligence

Here at Charteris, we work with private equity, investment banking and corporate clients to carry out due diligence for investors.

Pre-deal Due Diligence

Our team carry out IT due diligence to support mergers, acquisitions and divestments, and execute commercial and technical due diligence for investors in technology businesses. We provide an independent, objective assessment of opportunity and risk, drawing on our commercial and technical expertise. 

With the ability to rapidly deploy small expert teams with experience in enterprise IT systems, mobile telecommunications, payments, e-business and financial services, you can get the assistance you need to deal with a rapidly changing landscape.

We set ourselves the objective of providing advice and commentary that is of lasting value to the investors and the management team.
We have built a reputation for producing lucid reports in short timescales, specifically addressing clients' investment criteria, covering topics as diverse as risks, negotiation strategy, management capability, competitive and market positioning, uniqueness and defensibility of technology, customer perspectives, business and financial plans, and product development process. 

Our clients include many key players such as ABN AMRO Private Equity, Alchemy Partners, Clarendon Fund Managers, Crédit Agricole, CSFB, Baird Capital Partners Europe, Macquarie Bank, Northern Venture Managers, Scottish Equity Partners and Yorkshire Fund Managers.

Post-deal Change Management

Where our pre-deal due diligence indicates the need to make changes to business processes or IT, we are often invited to assist with implementation of the required changes.

We have implemented new enterprise resource planning systems for businesses that previously relied on their previous parent’s systems. Our team has assisted technology ventures by providing interim senior IT leadership. 

Additionally, they have created new opportunities for technology businesses by introducing their senior management to new potential clients and partners.
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