END-TO-END DUE DILIGENCE

One coordinated view of the

whole investment.

A comprehensive due diligence solution bringing together operational, investment, financial, commercial, tax and legal expertise through one coordinated process.

Scroll to explore

End-to-End Assessment

One process across every critical diligence workstream.

Complex investment opportunities require expertise across multiple disciplines. Managing these workstreams separately can create duplication, fragmented conclusions and an incomplete view of the overall transaction.


ORC's End-to-End Due Diligence solution provides a single coordinated framework across the principal areas of diligence, giving asset owners clearer oversight of the process and a more complete understanding of the opportunity and its risks.

Scroll to explore

Due Diligence Coverage

Six specialist perspectives,

one coordinated process.

ORC brings together specialist expertise to assess the requirements of each investment opportunity, covering due diligence discplines including:

 

01

Operational


Assessment of governance, people, processes, controls, technology, risk management, compliance, third parties and the broader operating infrastructure.

02

Investment


Assessment of the investment proposition, strategy, portfolio construction, performance, investment team and the sustainability of the investment case.

03

Financial


Review of financial performance, quality of earnings, financial position, cash flows, working capital and other material financial considerations.

04

Commercial


Assessment of the market, competitive positioning, customers, growth assumptions, business model and broader commercial sustainability of the opportunity.

05

Tax


Specialist review of material tax considerations, structuring implications, exposures and other tax matters relevant to the proposed transaction.

06

Legal


Legal assessment of the transaction structure, contractual arrangements, corporate matters, liabilities and other material legal considerations.

Scroll to explore

Why Choose an End-to-End Solution?

Better oversight through an integrated due diligence process.

01

One Coordinated Process

Bring multiple diligence workstreams together through a common timetable, governance structure and point of coordination.

02

Reduced Duplication

Coordinate information requests, management meetings and evidence gathering across advisers to reduce unnecessary repetition.

03

Integrated Findings

Identify where issues identified through one diligence workstream affect conclusions reached elsewhere.

04

Clearer Escalation

Surface material risks quickly and ensure significant findings are considered within the context of the overall transaction.

05

Better Decision Support

Give investment committees and decision-makers a more coherent view of the opportunity rather than a collection of disconnected specialist inputs.

Scroll to explore

Our Role

One advisor coordinating 

the full process.

ORC provides the central coordination and institutional oversight required to bring each specialist workstream together effectively.

01

Scope


Define the required diligence workstreams, areas of focus, responsibilities and expected outputs at the outset of the
engagement.

02

Coordinate


Manage specialist advisers, information flows, timelines and key dependencies across the diligence process.

03

Challenge


Apply an independent institutional perspective, challenge findings and identify areas requiring deeper investigation or escalation.

04

Consolidate


Bring together material findings across workstreams to support the client's overall assessment of the transaction.

Scroll to explore

The right expertise for each workstream.

ORC’s model is intentionally flexible and is not based on a fixed consortium or predetermined scope.


Clients can use ORC’s established specialist relationships or, where appropriate, incorporate their own preferred providers into the wider diligence programme. This allows the solution to reflect existing relationships, internal procurement requirements and the particular expertise needed for the mandate.


The relevant capability is assembled around the client’s requirements, with ORC providing the central relationship and coordinating delivery.

Specialist Expertise

Scroll to explore

Read More

Explore our integrated solution in more detail.

Download our End-to-End Due Diligence brochure for further information on how ORC coordinates operational, investment, financial, commercial, tax and legal due diligence.