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 20 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 acquisitive technology 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. He 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 20 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.
Prior to joining CDS, Jason worked in the Assurance practice at PricewaterhouseCoopers, where he served financial services companies and private equity firms. Before joining PricewaterhouseCoopers, Jason worked as a Wealth Management Intern with Merrill Lynch, where he focused on investment research for equity and fixed income securities and exchange-traded funds.
Jason received a Bachelor of Arts in Economics from the University of California, Los Angeles and is a Certified Public Accountant in the State of California. Jason was a member of his university’s club volleyball team and is an alumnus of the John Felice Rome Center in Italy.
Prior to joining CDS, Dilpreet was a Senior Analyst at Accenture, where she helped manage project financials and forecasts for multinational clients. She also assisted in implementing financial and program strategies and conducting financial statement analysis for clients. Prior to joining Accenture, Dilpreet worked at Deloitte in Toronto.
Dilpreet earned a Bachelor of Business Administration degree from the Schulich School of Business at York University, with a specialization in Finance. Dilpreet is a Level III candidate in the CFA program. Dilpreet has volunteered for the Special Olympics, Canadian First Nations Initiatives and the Center for Addiction and Mental Health. She enjoys organized sports as well as home decorating and renovation.
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 worked in the Assurance practice at PricewaterhouseCoopers in San Francisco. He served clients in the telecommunications and software industries.
Jon holds a Bachelor of Science degree in Accounting, with honors, from the Lundquist College of Business at the University of Oregon, as well as a Master of Science degree in International Finance and Accounting from the London School of Economics and Political Science. Jon is a Certified Public Accountant in the State of California. Outside of work, Jon enjoys being outdoors and traveling.
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.
In addition to our full-time internal team, CDS utilizes a consistent roster of senior outside consultants to supplement our capacity and provide additional skillsets. Our consultants are regular members of our team and have long-standing relationships with our firm and our clients. All of our consultants are very experienced in their respective disciplines (typically >20 years) and possess skills in financial and accounting diligence, tax diligence, technical accounting, financial modeling and other relevant areas.
CORPORATE DILIGENCE SPECIALISTS, LLC
475 Sansome Street, Suite 1850
San Francisco, CA 94111
Phone: (415) 869-5629