FINANCE
& TECH
DUE DILIGENCE
Comprehensive analysis, risk assessment, and hands-on post-close execution for search funds, independent sponsors, and private equity.
SERVICES
Comprehensive finance & technology diligence with operator-grade post-close support.
FINANCE
Quality of Earnings
Independent analysis of earnings quality, normalization, and sustainability—bridge to true run-rate EBITDA and cash conversion.
Financial Controller & Bookkeeping
Professional financial management and accounting services
Fractional CFO Advisory
Strategic financial leadership and advisory services
TECHNOLOGY
Technical Due Diligence
Code review, engineering assessment, DevOps evaluation, infrastructure analysis, and licensing compliance
Technology & Software Support
Software development, systems implementation, integration, and custom data analytics
Fractional CTO Advisory
Strategic technology leadership and advisory services
METHODOLOGY
Our systematic approach ensures comprehensive analysis and actionable insights for your investment decisions.
Scope & Alignment
Define thesis, priorities, and a focused diligence plan (data room, timeline, success criteria).
Financial Diligence (QoE-Led)
Normalize revenue/EBITDA, assess cash conversion and working capital needs; validate durability of earnings.
Technical Diligence
Review architecture, code, and infrastructure; evaluate security, data quality, scalability, and vendor/tooling risks; estimate remediation and capex/opex.
Broader Risk Assessment
Identify operational, team, legal/compliance, and market risks; rate likelihood/impact and outline mitigations.
Strategic Insights & Deal Implications
Translate findings into valuation and terms (price, WC peg, earn-outs), plus prioritized value-creation actions; deliver concise IC-grade reporting.
Day-2 / Post-Close Support
Stand up finance and tech ops: reporting/KPIs, controls, and a 100-day execution plan with owners, timelines, and tracking.
CASE STUDIES
Real-world examples of our comprehensive due diligence and advisory services across finance and technology sectors.
Mid Tier Healthcare Due Diligence
Comprehensive due diligence for a mid-tier healthcare company undergoing technology integration and operational transformation. Analyzed financial performance, technology infrastructure, and service delivery models to identify integration risks and operational improvement opportunities.
SaaS Platform Technical Assessment
Deep technical due diligence for a B2B SaaS acquisition. Evaluated code quality, scalability, and DevOps practices. Identified critical infrastructure improvements and provided roadmap for technical debt reduction.
Fractional CTO Engagement
Strategic technology leadership for a growing e-commerce platform. Implemented scalable architecture, improved development processes, and built high-performing engineering team.
Financial System Integration
End-to-end implementation of integrated financial systems for a mid-market company. Streamlined accounting processes, improved reporting capabilities, and established robust financial controls.
ABOUT US
Comprehensive due diligence and post-close operation support. We combine deep financial expertise with cutting-edge technology knowledge to deliver comprehensive due diligence solutions.
Financial Excellence
Certified Public Accountant with 15+ years in financial due diligence, quality of earnings analysis, and fractional CFO advisory services.
Technology Leadership
Senior technology executive with expertise in technical due diligence, software architecture, and engineering team assessment.
Strategic Advisory
Experienced consultant specializing in comprehensive due diligence processes, risk assessment, and strategic advisory services.
Why Choose Owl Advisory?
Deep Expertise
Combined finance and technology background with proven track record
Comprehensive Approach
End-to-end due diligence covering all critical business aspects
Actionable Insights
Clear recommendations and strategic guidance for informed decisions
CONTACT
Ready to discuss your due diligence needs? Let's explore how we can help.