Optimise Your Investment Strategy with Well-Informed Due Diligence Assessments

Unlock business investment or funding opportunities through expert advice.

What is Due Diligence?

Investment due diligence work assesses and addresses the risks that are attendant with a business investment or lending opportunity. To commit funds to a new venture, merger or acquisition, the project team and/or their backers require confidence that the project will perform in line with expectation and that no abnormalities are inherent in business plans.

The scope of an investment due diligence assessment will vary in line with the type of project, the investment structure, and the risk tolerances of the investor. When seeking institutional finance, lenders may also have specific requirements that need to be addressed.

Key Areas of Due Diligence

The areas in which investment due diligence is usually undertaken includes:

Market Assessments

Examining supply chain dynamics and competition.

Technology Performance

To determine the efficacy and robustness of a project

Site Conditions

To investigate legal liabilities with land transfer or occupation

Project Deliverability

Addressing permissions and consents to proceed with the intended operations

Commercial Assessment

Ensuring that all technical and project design assumptions are properly reflected in the investment model

Why Seek Consultancy Support?

Investment or lending decisions are typically linked to a target return, yield or repayment schedule. An appropriately scoped investment due diligence provides assurance to the investor or lender that the design, assumptions and conditions associated with the investment will enable expectations to be delivered.

Third-party due diligence is best practice when ascertaining risks and evaluating values. This provides all parties with an external set of eyes that can methodically answer investment queries and arbitrate through evidence based conclusions.

How We Make It Possible

WRM can provide the full range of investment due diligence support for investments in materials, renewables and carbon projects. We can adapt our service to provide a comprehensive assessment, or topic specific assessments as required.

Our investment due diligence ‘toolkit’ is often helpful in guiding clients on an appropriate scope of due diligence for individual projects. Our approach has been approved by some of the UK’s largest financial institutions including high street banks.

Our investment due diligence work has been provided to a variety of investors including specialist and commercial banks, institutional and pension fund investors, and business boards and management teams. This client base provides a range of perspectives which enables our team to work as a critical friend, and to provide the required assurance for business decisions to be taken with confidence.

Recent Projects

Check out some of our recent projects to learn more about our diverse experience.

  • A-one+ Waste Treatment System Feasibility Study

    The Brief A-one+ provide highway maintenance services and were seeking…

  • Archus – ESG Strategy and Training

    The Brief In 2023, Archus became a certified B-Corp to…

  • Avison Young – Site Waste Identification & Management

    Avison Young approached WRM to conduct a review of waste…

  • WRM conducted a thorough and well-structured assessment of the technology options available to us. They provided clarity on a number of technical and financial questions and provided a report that allowed us to make a justified decision on whether to proceed with the project or not. WRM’s consultancy service was professional, and they provided excellent insight into the questions we asked.

  • The blend of technical knowledge and market insight offered by the WRM team was particularly valuable in understanding commercial risks associated with this investment opportunity.

  • WRM came into this project and completely exceeded our expectations. They produced a very thorough report and presented a well researched and multi-factored conclusion that put us in a much greater position to consider our investment options.

  • The SRF drying/waste wood development is an important initiative for Wastecycle and therefore it was important that we made the right decisions based on factual information following robust due diligence of the technology providers. We are satisfied that WRM provided us with the confidence to make the right investment decision on the project.

  • WRM have supported the growth of our companies by providing excellent specialist knowledge, managing challenging projects, and delivering on time. We continue to work with them as a safe pair of hands we can rely on.

  • WRM conducted a full appraisal of this investment opportunity in line with our expectation. The technical knowledge and market insight presented by WRM proved valuable in ascertaining the commercial risks and uncertainties associated with the investment opportunity.