Optimise Your Investment Strategy with Well-Informed Due Diligence Assessments

Investment due diligence assesses the risks and opportunities associated with a business investment, acquisition, lending opportunity, or new facility development. It ensures that a project, site, or asset will perform in line with the investment expectation, that financial and operational assumptions are realistic and achievable, and reduces the risk of hidden technical, commercial, or regulatory risks.  

WRM offers full technical and commercial due diligence for new facility developments, site expansions and upgrades, and asset acquisitions in the waste renewable energy and cleantech sectors. We have also provided vendor support for clients preparing existing assets for sale. 

Key areas where investment due diligence is typically undertaken include: 

• Market Assessment; 

• Technology and operational performance; 

• Site and asset condition; 

• Project Deliverability; 

• Commercial Review and Sales Support. 

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.

Our team assesses the suitability, performance, and robustness of technologies and operating models to support investment and strategic decisions. 

• New developments and facility upgrades: Including technology options assessments, comparing alternative solutions and operating models, and reviewing supplier proposals and cost assumptions to evaluate their relative technical, operational, and commercial merits, informing technology selection, scope, and design. 

• Asset Acquisitions: We review operational performance against design and industry benchmarks, assessing reliability, flexibility, and engineering capability to identify risks and opportunities that may impact value. 

• Asset Sales: WRM clearly articulates technology configuration, operational performance, and capability, ensuring that technical information is presented accurately and transparently to support buyer confidence. 

Our team can advise on whether projects can be delivered efficiently and in compliance with regulatory and operational requirements. 

• New developments and facility upgrades: WRM evaluates planning, permitting, grid connections, transport logistics, and deliverability to confirm that projects can be delivered on time and within budget. 

• Asset Acquisitions: WRM assesses operational readiness, compliance status, and constraints that may impact continuity of operations or future optimisation. 

• Asset sales: WRM anticipates deliverability and operational questions likely to be raised by buyers, helping to reduce uncertainty and transaction friction. 

Investment and lending decisions are typically linked to target returns, repayment schedules, or broader strategic objectives. A properly scoped investment due diligence assessment provides assurance that the design, operational assumptions, and financial forecasts are realistic and achievable. This is particularly important for projects involving site expansions, upgrades, or redevelopment. 

Engaging an independent consultancy ensures: 

• Evidence-based assessment of risks and opportunities, providing a clear understanding of both upside potential and downside exposure. 

• Independent validation of technical, operational, and commercial assumptions, creating confidence in forecasts and projections. 

• A reliable basis for making informed decisions by stakeholders, investors, or lenders. 

• Identification of optimisation opportunities and mitigation measures that can improve returns and reduce risks.