Operational Due Diligence

A structured, evidence-based assessment of a company’s operational performance to support investment decisions alongside financial due diligence.

Designed for banks, private equity firms, and investors undertaking M&A in manufacturing, logistics, and distribution-led businesses.

The review focuses on operational stability, risk exposure, and value creation potential across the full operating model.

Deliverables

Operational risk profile

Assessment against the investment thesis

KPI framework for execution

Weighed improvement opportunities

Priority actions for the first 90 days and years

Operational Due Diligence Framework

  • Operations & Flow
    Capacity, value stream mapping, asset utilisation
  • Planning & Delivery
    Forecasting effectiveness, OTIF performance, backlog management, demand volatility
  • Supply Chain & Inventory
    Supplier robustness, inventory accuracy, working capital exposure, lead times
  • Quality & Compliance
    Scrap, rework, customer returns, process control, health & safety exposure
  • People & Leadership
    Capability depth, organisational maturity, key-person dependency
  • Systems & Data
    ERP utilisation, data integrity, performance visibility
  • Cost & Productivity
    Labour efficiency, waste drivers, overhead structure
  • Governance & Continuous Improvement
    Management cadence, problem-solving discipline, CI capability
  • Operational Resilience & Scalability
    Single-point failures, capacity headroom, integration readiness
  • Project Health & Management
    Governance, delivery control, resourcing, and execution risk across critical projects 

Outcome

A clear view of operational performance, risks, and improvement potential to support valuation, deal structure, and post-acquisition planning.