Optimise Your Investment Strategy with Well-Informed Due Diligence Assessments

Unlock business investment or funding opportunities through expert advice.

Contact Us

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.

Contact Us

Due Diligence – Key Areas

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.

Contact Us

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.

Benefits of Investment Due Diligence

Identify & Evaluate Risk

Receive Independent Arbitration

Unlock Investment Finance

Recent Projects

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

GVA Bilfinger — Midlands Waste Site Expert Witness Support

About The Client GVA Bilfinger are an international real estate…
Read More

View Project

Leading UK Fund Management Company — Project Apple Commercial Due Diligence

About The Client The Client was a leading independent infrastructure…
Read More

View Project

Leading Uk Fund Management Company – Project Jaguar Commercial Due Diligence

The Client was a leading independent infrastructure and private equity…
Read More

View Project

Contact Us

If you have an environmental or sustainability requirement, contact us for a free no-obligation consultation.