Manufacturing Due Diligence Playbook

Beyond standard diligence requests that are applicable to most transactions, this manufacturing playbook emphasizes the areas of due diligence specific to manufacturing targets. Work through due diligence items in-time and achieve your goals. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• Fully-industry-specific diligence plan
  Designed for manufacturing targets, this checklist focuses on the unique risks and opportunities present—from production metrics to supplier relationships and equipment health.
• In-depth operational review
  Cover key areas like plant layout, maintenance records, capacity utilization, inventory processes and compliance documentation—ensuring you’re prepared for everything beneath the surface.
• Integrated collaboration workflow
  Share tasks across your deal teams and external advisors. Track progress, attach corresponding documents, comment on findings and keep every stakeholder aligned.
• Streamlined bolt-on execution
  Built for M&A teams ready to act fast—so you spend less time on the checklist and more time on value creation.

Also check out our Pipeline Template to manage deal sourcing and flow, and the Flow of Funds Template to map post-close capital movements.

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