About-Berkeley

About Berkeley

We’re about being there for our clients when it really matters. When it absolutely has to be right. Doing the right thing is both our ethos and sweet spot. And it’s why clients turn to us again and again

 

Careers

Find out how you can make a big change to your career by joining one of the best small firms in the UK.

 

I started out in Management Consultancy in 1997 having graduated from the University of Durham with a Masters degree in Astrophysics.  I have worked with some fantastic clients over the last fourte...

Hadley Baldwin, Partner

Hadley Baldwin

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The people

It's the people that make Berkeley different to other consultancies. Bright, friendly, down-to-earth people who are both thinkers and doers. Working by your side, as consultants and colleagues, to get the right results.

Operational Due Diligence

Setting you up for success on the road ahead

Each acquisition marks the start of a journey.


The road ahead can be uncertain. Reducing the number of ‘unknowns’ pre-transaction can make the difference between success and failure.

We bring 25 years’ experience in setting up and driving large scale transformational change for our clients to your operational due diligence process.  We help you identify where the implementation challenges may lie in driving performance improvement. We give you the confidence that, when the rubber hits the road, your post-transaction plans are well grounded and reflect the operational reality of the target company.

Enhancing your due diligence without duplicating effort

Our operational due diligence services are designed to work alongside other due diligence exercises that you are already commissioning. Whilst having a distinct scope, there are clear links to other forms of due diligence:

  • Your commercial due diligence will focus on analysing the external market.  Our operational due diligence will turn inward, to evaluate how well articulated the target’s strategy is, how aligned the executive are, and how strategic investments are governed and executed. 
  • Your financial and legal due diligence will analyse current performance and future projections.   Our operational due diligence will assess the link between financial and operational performance, looking at the key levers in the business and the performance management routines that drive outcomes.
  • You will complete management due diligence to assess strengths and weaknesses and their ability to lead  the organisation. Our operational due diligence will evaluate management’s track record in driving the type of transformational change that underpins your investment plan.
  • Your due diligence will likely include a scan of the external world including environmental, political, societal and regulatory factors. Our operational due diligence will review any risks inherent in the customer or supplier landscape and the ability of your target to maximise the value of its customer and supplier relationships.

A comprehensive, yet focused assessment

We have developed an assessment toolkit that enables us to work with you to rapidly review the target company from a wide range of different perspectives. Any elements that lack alignment with strategic direction or suggest an inability to effectively scale will be identified, and provide focus areas for further investigation if the risk is deemed as material to the transaction.

Let’s start with strategy

The assessment begins with understanding the current strategy and any significant strategic shifts you envisage post-transaction. We will review the articulation of strategy and executive team alignment with strategic drivers.

Covering all the bases

Once we’re clear on were you’re looking to take the business, this sets the scene for a series of questions which our due diligence review will seek to answer. Areas of focus include:

  • Proposition
  • Customers
  • Channels
  • Competencies & Capabilities
  • People & Culture
  • Organisation Structure
  • Processes & Workflow
  • Performance Management & KPIs
  • Systems
  • Change Management Capability
  • Physical Assets (including property, physical capacity and logistics)

We may not need to look into all of these areas in every situation. Our toolkit is designed such that an initial first-pass assessment will reveal which areas are likely to be harbouring potential trouble-spots, and which feel like they’re already in good shape.

Critical, Complex, Lasting Change

Article

The many sides of operational due diligence

Due diligence processes often don’t pay enough attention to the risk inherent in the target’s operating model and our Partner Neil McClumpha spoke to the Sunday Telegraph on this topic.

Read more

Berkeley has 25 years’ experience in putting plans into action. This experience enables us to quickly assess where challenges are likely to arise as businesses seek to improve their operations, and target practical interventions accordingly. The value of early intervention is hugely significant, both in terms of avoiding wasted expenditure and accelerating value enhancement.

Neil McClumpha

Neil McClumpha
Partner

Contact Neil McClumpha

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