We take an intelligent approach to financial due diligence. Rather than inundate target companies with unfocused questions and boilerplate data requests, we carefully prepare, listen intently and zero in on key issues that matter to our clients.
Our approach is based on facilitating an amicable dialogue with target companies and avoiding surprises with our clients. It takes years of experience to execute on this basis. Our approach saves time, reduces costs and results in a more efficient process for all involved.
Effective due diligence is based on the quality of questions asked and how well the relevant data is analyzed. Experience enables effective due diligence. Our core team of senior finance and accounting specialists has decades of experience and has performed diligence on hundreds of companies.
Our partners are hands-on leaders on every transaction. Our clients work with the same team throughout every transaction. Continuity leads to trust and facilitates efficiency.
Our experience lets us cut through the noise and focus on the issues that really matter in a transaction.
CDS serves a broad range of clients across an extensive range of industries. Our middle-market private equity clients focus in manufacturing, business services and numerous other industries. Our corporate clients range from privately-held companies to Fortune 500 publicly traded corporations. We also serve specialty lending institutions, family offices and other professional investors. Many of our clients have worked with CDS for over a decade and represent the following types of investors.
- Private Equity
- Corporate Buyer
- Family Office
- Mezzanine / Debt Funds
A client reference list is available upon request.
Brian has over 25 years of due diligence, finance and accounting experience working on acquisitions of manufacturing, technology and service sector companies.
Prior to the formation of CDS, Brian was in the Transaction Services practice at PricewaterhouseCoopers, where he led due diligence assignments for technology, manufacturing and services companies. While at PricewaterhouseCoopers, Brian advised on more than 50 M&A transactions ranging in size from $10 million to over $1 billion in transaction value. Brian began his career at Coopers & Lybrand in Los Angeles.
Philanthropically, Brian has served on the board of environmental groups including the Surfrider Foundation and the San Francisco Baykeeper and has been actively involved with youth-oriented organizations including Big Brothers Big Sisters, Junior Achievement and The Guardsmen.
Brian holds a Bachelor of Arts degree in Economics, with honors, from the University of California, Santa Barbara.
Brian is an avid cyclist and enjoys outdoor cooking.
Anthony has over 25 years of experience in private equity and financial assurance and advisory services.
Prior to joining CDS, Anthony was a vice president at JP Morgan Partners, LLC (JPMP), the private equity division of JPMorgan Chase & Co., where he managed a portfolio of middle-market buyout and venture capital investments. While at JPMP, Anthony made recommendations for multiple investment decisions and structured several secondary sale transactions. Before joining JPMP, Anthony provided financial assurance and advisory services at Deloitte & Touche, focusing on financial services, manufacturing and technology companies. He currently serves on the advisory board of Junior Achievement for San Francisco and Marin County.
Anthony holds a Bachelor of Science degree in Business Administration (concentration in Accounting) with honors from California Polytechnic State University, San Luis Obispo. Anthony is a Certified Public Accountant in the State of California and is a CFA charterholder.
Anthony is a former piano player and when not chasing his three sons, is interested in real estate investing.
Prior to joining CDS, Joey was an equity research associate at Wells Fargo Securities (WFS), where he provided sell-side coverage of the homebuilding and building products industries and assisted on initial public offerings. Before joining WFS, Joey was with Houlihan Lokey as a financial analyst in its Financial Advisory Services group, where he provided due diligence services and fairness opinions in connection with M&A transactions. Joey began his career as an auditor with Deloitte & Touche.
Joey holds a dual Bachelor of Arts degree in Mathematics and Economics from Swarthmore College and a Master of Accounting degree from University of Southern California. Joey is a Certified Public Accountant in the State of California and is a CFA charterholder.
Jason joined CDS in 2014. Prior to joining the team, Jason was in the Assurance practice at PricewaterhouseCoopers, where he specialized in serving investment and private equity firms.
Jason received a Bachelor of Arts in Economics from the University of California, Los Angeles and is an alumnus of the John Felice Rome Center in Italy.
A native of the San Francisco Bay Area, Jason enjoys spending his time in the Sierra Nevada’s snowboarding, hiking, swimming or cycling. A travel enthusiast, Jason has a knack for making excuses to explore new countries whenever possible.
Jason is a Certified Public Accountant in the State of California.
Dilpreet joined CDS in 2015. Prior to joining the team, Dilpreet was a Senior Analyst at Accenture in San Francisco, where she aided in the creation and execution of program strategy for a large Accenture JV. Dilpreet previously worked for Accenture in Toronto where she provided project management, finance and analyst support across projects in Healthcare and Technology.
Dilpreet earned a Bachelor of Business Administration degree from the Schulich School of Business at York University, with a specialization in finance. She passed Level III of the CFA exams.
Prior to joining CDS, Mike worked at KKR where he was part of the Special Situations and Direct Lending accounting team. Prior to KKR, Mike was a Manager in the Assurance practice at PricewaterhouseCoopers in San Francisco.
Mike holds a Bachelor of Science degree in Business Administration (concentration in Accounting) with honors from California Polytechnic State University, San Luis Obispo and is a Certified Public Accountant in the State of California.
Outside the office, Mike spends his free time on the golf course or in a duck blind.
Prior to joining CDS, Jon served technology clients in the Assurance practice at PricewaterhouseCoopers in San Francisco. Originally from Portland, Jon graduated from the University of Oregon before receiving a Master’s of Science in International Finance and Accounting from the London School of Economics and Political Science.
When not in the office, Jon enjoys taking weekend trips, playing golf, and spending time outdoors exploring the Bay Area.
Jon is a Certified Public Accountant in the state of California.
Austin joined CDS from PricewaterhouseCoopers in Chicago, where he served private equity, hedge, and alternative investment funds by providing tax consulting services in connection with M&A transactions.
Austin holds a Bachelor of Science degree in Accounting, with honors, from the Driehaus School of Business at DePaul University. While at DePaul, Austin was a scholarship athlete on the university’s Men’s Soccer team where he competed in the Big East conference.
Prior to joining CDS, Daniel worked in the Assurance practice at PricewaterhouseCoopers in San Jose. He served clients in the semiconductor and other technology industries.
Daniel attended Michigan State University where he received a Bachelor of Arts degree with honors and a Master of Science degree, both in accounting. Daniel is a Certified Public Accountant in the State of California.
Outside of work Daniel enjoys playing sports, listening to music, and is an active volunteer for Big Brothers Big Sisters.
Prior to joining CDS, Peter worked in the Assurance practice at Deloitte in San Francisco where he served clients in the retail distribution and technology industries.
Peter attended the University of Southern California where he received a Bachelor of Arts degree in Business Administration and a Master of Science degree in Accounting from the Leventhal School of Accounting. Peter is a Certified Public Accountant in the State of California.
Outside of work, Peter enjoys playing golf and going to concerts.
Ali began her career at EY in the Financial Services Assurance practice where she served a range of companies, from InsurTech start-ups to public companies.
Ali is a graduate of the Leventhal School of Accounting at the University of Southern California and is a Certified Public Accountant in the State of California.
When not at work, Ali can be found hiking, traveling, watching college football, or reading a book at a local coffee shop.
Julie has over 25 years of experience, primarily in mergers & acquisitions advisory with a focus on financial and accounting due diligence. She has advised on over 100 M&A transactions in the middle market across a variety of industries including consumer products, industrial manufacturing, distribution, logistics, software and professional sports enterprises.
Most recently, Julie was the CFO of RedHawk Foods Holdings LLC, an organic fruit snack company in San Francisco. Previously, she was a Founding Partner of the Corporate Development Management Group, LLC, a Partner of Corporate Diligence Specialists, LLC (CDS), an Associate with Harris Williams, and a forensic accountant at Peterson Consulting (became Navigant).
Julie holds a BS in Commerce from the University of Virginia (with a concentration in Accounting) and an MBA from the Tuck School of Business at Dartmouth College.
Amy has over 25 years of experience, both as a Controller/CFO and as a consultant with a focus on financial and accounting due diligence. Amy has worked with CDS since 2011. In addition to her work with CDS, she has held finance positions at two nonprofits, The Park City Community Foundation, and The Park City Education Foundation. Previously, she was the CFO of Wasatch Advisors, Inc., a Salt Lake City-based financial advisory company.
Amy holds a BS in Math and Quantitative Economics from Tufts University and an MBA from the Tuck School of Business at Dartmouth College, where she was both an Edward Tuck Scholar and a recipient of the Julia Stell Award. She was a Fulbright Scholar in New Zealand in 1992 where she studied Economic History. Amy is a Certified Public Accountant in the State of Utah.
Outside of work, Amy likes to ski, hike and travel with her husband and two teenaged sons.
Ally has over 20 years of experience in private equity and financial advisory services. Prior to consulting with CDS, Ally worked at Goldman Sachs, focusing on valuation and previously worked at CDS.
Ally attended the University of Toronto and is a Chartered Financial Analyst charterholder.
CORPORATE DILIGENCE SPECIALISTS, LLC
601 California Street, Suite 1505
San Francisco, CA 94108
Phone: (415) 869-5629