Platform · Diligence
Forty-four requests, and what to look for on each
The standard practice-acquisition request list, opened for you when the deal reaches diligence, and editable from there.
Seven sections, in the order you work them
Fee income, financials, clients, people, regulatory, systems and legals. Each request carries a note on what it is for and what a bad answer looks like, so a junior can run the list and know when to escalate.
- Status per request: outstanding, requested, received, in review, satisfied, issue, not applicable
- Risk rating on the requests that most often kill a deal
- Edit, add or delete — the list is a starting point, not a straitjacket
- Opens by itself at the diligence stage, or earlier if you want it out sooner
The ones that matter most
In practice acquisitions the deal rarely dies on the headline number. It dies on client concentration, on fees that turn out to be one-off, on a key person with no notice period, or on a regulatory issue nobody declared. Those requests are flagged, and an issue against any of them is visible on the deal rather than buried in a checklist.
See it on your own mandate
The most useful demo is against a real brief — what you are buying, where, and at what size. You will see your own long list, not a demo account.
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