CDS focuses exclusively on financial due diligence for mergers & acquisitions.
Our financial and accounting advisors have decades of experience working with private equity funds, private investors, lenders and corporate clients.
The targets we work with are
Approach
Experienced. Efficient. Prepared.
We take an intelligent approach to financial due diligence.
Rather than inundate target companies with unfocused questions and boilerplate data requests, we carefully prepare, listen intently and zero in on key issues that matter to our clients.
Our approach is based on facilitating an amicable dialogue with target companies and avoiding surprises with our clients. It takes years of experience to execute on this basis.
Experience
Effective due diligence is based on the quality of questions asked and how well the relevant data is analyzed. Experience enables effective due diligence. Our core team of senior finance and accounting specialists has decades of experience and has performed diligence on more than a thousand companies.
CONTINUITY
Our partners are hands-on leaders and our team stays consistent on every transaction. Continuity leads to trust and facilitates efficiency.
EFFICIENCY
Our experience lets us cut through the noise and focus on the issues that really matter in a transaction.
Services
Buying or selling, we make a difference in your process.
We work on buy-side, sell-side, and refinancing projects. The results of our work help our clients make informed decisions.
| Trial balance level review |
| Analysis of revenue and expense drivers |
| Normalization of one-time, nonrecurring P&L activity |
| Standalone cost and related carve-out analyses |
| Pro forma & synergy adjustments |
| Evaluation of sensitive accounting judgments |
| Rigorous balance sheet review |
| Analysis of net working capital (NWC) trends/target computations |
| Analysis of debt and debt-like items |
| Evaluation of finance/accounting resources |
| Bridging operating performance between periods |
| Reconciliation of operating cash flow to EBITDA |
| Advice and input regarding the financial section of sale and purchase agreements |
| In-depth financial analyses as requested by client |
From inception to post-close, we work with clients in a variety of industries.
Featured
Clients
Private to public. Coast to coast.
CDS serves a broad range of clients with varying objectives.
Our middle-market private equity clients focus in manufacturing, business services and numerous other industries. Our corporate clients range from privately-held companies to Fortune 500 publicly traded corporations. We also serve specialty lending institutions, family offices and other professional investors. Our detailed and tailored approach is why most of our clients have worked with CDS for over a decade.
Featured
Team
Decades of experience.
Our core team of finance and accounting specialists has significant experience in M&A and financial due diligence. We have performed diligence on more than a thousand companies for professional investors and corporate clients.
Brian Drue
Partner
Anthony Azevedo
Partner
Joey Matthews
Partner
Dilpreet Cronin
Partner
Mike Tooliatos
Partner
Jason Dunn
Director
Jon Menashe
Director
Austin Toth
Senior Manager
Daniel Savage
Senior Manager
Jordan Hainsfurther
Senior Manager
Peter Willis
Manager
Calvin Behrens
Manager
Justin Eggimann
Manager
Hunter Huss
Manager
Kait Llorens
Manager
Kyle Feng
Manager
Cylus Hindman
Senior Associate
William Chilton
Senior Associate
Madelyn Weber
Senior Associate
Jessica Yu
Senior Associate
Meghan Poole
Senior Associate
Madeline Camilleri
Senior Associate
Nicholas Schechter
Senior Associate
Nathan Fukumitsu
Senior Associate
Jack Doolittle
Senior Associate
Isaiah Cutler
Senior AssociateAlly Fujiwara
Consulting Principal
Amy O'Reilly
Consulting Principal
Claire Gerlach
Operations ManagerContact
We’d love to hear from you.
Address
529 Commercial Street
San Francisco, CA 94111
Phone
(415) 203-2667