Due Diligence

At Stapleton Advisors, we provide comprehensive due diligence services to support capital raises, mergers and acquisitions, and strategic transactions. Our team conducts deep financial, operational, and legal reviews to uncover risks, validate assumptions, and ensure informed decision-making. 

Whether you're preparing for investor scrutiny or evaluating a potential acquisition, we deliver the clarity and confidence needed to move forward.

We tailor our due diligence process to each engagement, typically covering:

• Financial Statement Review – historicals, forecasts, and key metrics

• Cap Table & Ownership Analysis – equity structure and investor rights

• Legal & Compliance Review – contracts, governance, and regulatory standing

• Operational Assessment – business model, team, and scalability

• Market & Competitive Positioning – industry trends and strategic fit

• Risk Identification – uncovering red flags and deal-breakers