The modern way to get due diligence done

Elliott is an expert in the acquisition of small and medium-sized businesses. He helps first-time buyers and experienced M&A participants manage through the challenging and nuanced due diligence process. He started Guardian Due Diligence to create a better solution to help buyers avoid doing bad deals and help execute deals with confidence.

Ben has nearly ten years of buy-side investment experience. Having worked in both institutional asset management and private equity, he has been involved with a wide variety of M&A transactions, ranging from the buyout of a sub-$10 million family-owned business to Dell's $67 billion acquisition of EMC.

Alina gained an extensive experience in management consulting in one of the Big-4 global consulting companies. She works with market research, competitor analysis, business intelligence, and business analytics on an everyday basis hand-to-hand with her team and make recommendations for clients of all scale and geography from Fortune 500 companies to emerging tech startups.

I operate a full-service digital strategy and integrated marketing company based in the heart of the midwest. We serve the blue-collar and service-based industries as well as non-profits and corporate B2B partners looking for a capable and affordable development and marketing partner.

Hollywell is an accounting and finance consulting firm founded to provide big-firm resources for a much greater value. Our highly experienced team is here to support your transaction diligence needs including QofE, operational assessments, and value creation analysis. Our national practice provides a mobile, scalable, highly responsive team ready to work through tight deadlines.

I worked for a top Wall Street firm in their M&A group before launching a boutique corporate law firm. I have worked on dozens of transactions, including for SaaS, e-commerce, technology, manufacturing, and brick-and-mortar retail businesses

Intelligo has developed the first fully automated AI & machine learning technology that can conduct US and Global background checks on people and companies in just minutes. Intelligo’s unique platform makes the entire background check process more efficient and user-friendly, eliminating protracted turnover times and tedious manual compilation of reports.

I have over 10 years as an individual contributor in the fast-paced startup space. I have held roles from Software Engineer to DevOps Engineer to Data Engineer to Solutions Architect. In addition, I have been an executive at several startups as VP of Engineering, VP of Technology, and CTO.

Gunnar has served as CFO and strategic advisor at a variety of companies, successfully overseeing fund-raising efforts, merger integrations, and turnarounds. Gunnar’s industry experience includes Software as a Service (SaaS), Technology, Professional Services, Education, and Tourism. Gunnar advises companies and sits on boards in the Boston area as well as in London, UK.

We are a full-service transaction advisory and due diligence firm. On the diligence side of the house, we have a forensic accounting group, an investigative services group, a Quality of Earnings group, a technology group, and more. We work with lower middle market private equity groups, family offices, and mezzanine funds, as well as some sell-side deals for investment banks.

Over 26 years, I have served some of the most recognizable investment funds and Fortune 500 companies on their investments and M&A transactions with my specialization in financial due diligence. I spent 11 years at Deloitte (Audit / M&A Practice), one of the largest international accounting and consulting firms in the world, and 15 years at Pine Pacific Group.

I'm a business lawyer based in the Northwest with a tight focus on the M&A niche. Over the past 9 years, I've helped clients on the buy-side and sell-side successfully negotiate, structure, vet, and close purchase and sale transactions in a large variety of online and offline business sectors.

I am a business, financial, M&A advisor, and fractional CFO. My clients are investors, start-ups, and SMBs in all industries, nationwide. I spent several years with two of the large CPA/Management Consulting firms, serving clients of all sizes in all industries. I was a member of the M&A groups at both firms. 

Geoff is a hands-on senior executive with over 30 years of extensive financial, administrative, M8A, due diligence, deal integration, and succession planning experience. Geoff has participated in all facets of the M8A process including valuations, deal negotiations and structuring, due diligence, and capital formation.

TAG offers professional solutions to your back office problems. With experience in start-up environments, business acquisitions, and public corporations, TAG brings a comprehensive range of expertise that can provide cost-saving synergies to your bottom line. Founded by a team of Big 4 auditors, we advise clients on M8A activity, conduct audits, and perform valuations for small to midsized businesses.

At Lockton we have deep experience performing commercial insurance due diligence across a broad set of industries. We focus our attention on red flags for an acquirer to be aware of, recommendations that help protect the eventual investment, and analysis of current insurance policies and employee benefit programs.

Our founding team has 10+ years of experience working in Big 4 firms focusing on M8A deals. We are focused on financial, operational, and commercial due diligence for online & offline businesses. Our expertise includes SaaS, Amazon/Shopify stores, mobile apps, content websites, ecommerce, marketplaces, SMBs, and more.

I am the founder of a research and consulting firm which consists of a globally distributed team of regional and local subject-matter experts serving clients internationally. We have research teams throughout the globe covering consumer, software and mobile apps, ecommerce, healthcare, financial services, media, telecommunications, and other industries.