FINANCIAL DUE DILIGENCE · LOWER MIDDLE MARKET
Financial due diligence for private equity firms, portfolio companies, and strategic acquirers on transactions of $10M–$150M enterprise value. Clear analysis of earnings, working capital, and deal risk, delivered at transaction speed.
OUR SERVICES
Financial Due Diligence & QoE
Our anchor offering. From CIM review through confirmatory diligence, we test the economics behind your price and your model.
■ Quality of Earnings
■ Net working capital
■ Debt-like items
■ Pre-LOI assessment
■ Data analytics
Sell-Side Readiness & Transaction Support
Preparation that makes your financial story credible before diligence begins.
■ Deal data rooms
■ Buyer Q&A support
■ Financial narrative & positioning
Finance Integration & Post-Close
A practical handoff from transaction thesis to the operating plan.
■ Day-one finance readiness
■ Reporting cadence & lender packages
■ Working capital true-up support
■ Value creation support
HOW WE WORK
PRE-LOI
Thesis testing and initial financial review.
DILIGENCE
Quality of Earnings, a clear earnings bridge, and buyer-ready answers.
CLOSE
Focused support through final negotiations.
POST-CLOSE
A day-one finance plan and a clean working capital true-up.
WHY ROME
The team you meet at scoping is the team in the data room.
DIRECT SENIOR ACCESS — Questions go straight to the partner running the work.
COMMERCIAL CLARITY — We report what moves valuation and set aside what does not.
DECISIVE DELIVERY — Deliverables timed to the deal calendar, not an audit calendar.
Discuss your transaction.
We are built to mobilize.
Speak with an advisor