Webinar: Due Diligence as an Independent Sponsor

Independent sponsors face a unique challenge in acquisitions: conducting rigorous due diligence while maintaining speed, credibility, and alignment with investors. This session provides a practical framework for how independent sponsors should approach financial due diligence, from early screening through post-LOI execution. We’ll break down how to scope diligence appropriately, identify and validate key value drivers, and uncover risks that commonly derail sponsor-led deals. You’ll also learn how to manage third-party advisors, communicate diligence findings to investors, and protect deal momentum throughout the process. Feb 19, ###-###-#### :30 PM Eastern Time (US and Canada) Register: https://us06web.zoom.us/webinar/register/###-###-#### /WN_bZEqqbToSPiPOKBFuS1oMg What We’ll Cover - How independent sponsors should think about diligence differently than first-time buyers - What investors expect to see in financial diligence before committing capital - Validating earnings through proof of cash and quality of earnings analysis - Understanding working capital dynamics and deal structure implications - Common diligence pitfalls that slow deals or erode trust with sellers and lenders - Best practices for running diligence efficiently without losing momentum This Session is a part of the 2025 Business Acquisition Webinar Series. Hosted by Patrick of O'Connell Advisory Group Connect with Patrick O'Connell: https://www.linkedin.com/in/patrick-o-connell-3b235177/ About O'Connell Advisory Group: https://oconnelladvisorygroup.com/