Conducted a detailed review and analysis of due diligence documents, focusing on financial health, cash flow, pipeline, points of differentiation, customer base, related party transactions, internal controls, intellectual property, profit drivers, cost drivers, employee turnover, litigation, leadership team, and finance organization.

Performed an internet search of the company and owners.

Identified and communicated significant concerns and undisclosed critical information.

The PE firm stopped due diligence and withdrew the offer, avoiding a bad investment and saving due diligence costs.