We Deliver — Leaders in financial

due diligence.

Our global diligence team serves private equity, lender, and corporate organizations internationally on lender advisory, acquisitions, and divestitures – with deal sizes of $5MM to $5B+ in annual transaction value.

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United by mission.

Meet the experienced leaders who guide our exceptional team.

Dave Norris
Chief Operating Officer
Amanda Roberts
Managing Director
Cory Ryan, CPA
Managing Director
Scott Mitchell, CFE, CIRA
Managing Director
Tom McClay, JD, CPA
Managing Director
Allison Winchester, MBA
Managing Director
Brian Garcia
David Johnson
Brad McDonagh

Our vision

for the future.

We aim to elevate financial due diligence by setting a higher industry standard. To raise the bar, we align our goals with yours, adapt and swiftly deliver – continuously guiding clients forward.

Standards we live by.


Meticulous to the core, we serve our clients as vigilant on-call consultants — methodically analyzing lender and buy and sell side diligence transactions for accuracy and financial soundness.

Added Value

As your due diligence partner, we bring added value to private equity firms, investment banks, lenders, investors and corporates as trusted, well-credentialed consultants.


Specialized and precise — yet still versatile, we raise the standard for financial diligence by simplifying the complex and tailoring our work to fit our clients’ needs.