Operational Due Diligence for M&A
Specialist operational due diligence for private equity firms and strategic acquirers targeting financial services businesses.
Private equity firms and strategic acquirers executing financial services M&A strategies need specialist operational due diligence that general consulting firms cannot provide. Financial services businesses have unique operational complexities — regulatory obligations, technology dependencies, counterparty relationships, and operational risks that require deep sector expertise to properly evaluate.
Eaton Vasey provides rapid, expert operational due diligence that covers the dimensions most critical to deal success: technology estate and technical debt, regulatory compliance posture, operational efficiency, key person dependencies, and integration complexity. Our assessments are practical, specific, and designed to inform real investment decisions — not generic checklists.
Time sensitivity is a key factor in M&A, and our lean, principal-led model means we mobilise within days, not weeks. We deliver concise, actionable reports that give deal teams the operational insight they need without burying them in unnecessary detail.
Once a firm trusts Eaton Vasey on one deal, they return for every deal. We offer deal-retainer arrangements for repeat acquirers, providing ongoing access to our financial services operational expertise whenever a new opportunity emerges. This continuity ensures consistent quality and builds a deep understanding of each client's investment thesis.
Key Capabilities
- Pre-acquisition operational assessment
- Technology and infrastructure evaluation
- Regulatory compliance review
- Integration planning and risk identification
- Post-acquisition transformation advisory
- Deal-retainer arrangements for repeat acquirers
Explore Our Other Services
Derivatives Operations Transformation
End-to-end transformation of derivatives operations — from trade capture and lifecycle management through to settlement, reporting, and regulatory compliance.
Structured Retail Products
Comprehensive advisory across the structured retail products value chain — from product strategy and design through distribution, servicing, and regulatory compliance.
Regulatory Transformation Programmes
Specialist programme delivery for major regulatory change — MiFID, EMIR, Basel IV, DORA, Consumer Duty, and the EU AI Act. Strategy through implementation.
Cross-Asset Trading Infrastructure
Design and transformation of trading infrastructure across asset classes — front-to-back architecture, connectivity, and operational efficiency.
Advisory Retainers & Fractional COO
Monthly retainer arrangements providing sustained senior access — a Fractional COO or Senior Adviser function for firms that need ongoing expertise without a full-time hire.
Ready to Talk?
Book a 30-minute discovery call — a genuine conversation about your challenges, not a sales pitch. If we can help, we will tell you how. If we cannot, we will tell you that too.