What Investment Bankers and Advisors Really Do During Due Diligence

07/07/2025 30 min Temporada 1 Episodio 6
What Investment Bankers and Advisors Really Do During Due Diligence

Listen "What Investment Bankers and Advisors Really Do During Due Diligence"

Episode Synopsis

In the final episode of season one of The Dealist, we go inside the transaction to explore the crucial roles M&A advisors and investment bankers play. From balancing risk and opportunity to guiding founders through one of the biggest decisions of their professional lives, this conversation reveals how these professionals create value throughout the deal process.
Host: Catherine Ford
Guests:
• Arash Farin, CEO, Centerstone Capital
• Jay Liebowitz, Managing director & co-founder, Centerstone Capital
Key discussion highlights
• Balancing risk and reward to maximize opportunities while managing investor concerns
• Breaking down commercial, operational and financial due diligence
• Managing founders’ valuation expectations to reach fair deals
• Using earnouts to bridge valuation gaps and close transactions
• Exploring why deals are slowing down despite pressure for speed
• Leveraging technology and AI while maintaining essential human trust
• Career advice for those starting out in advisory
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Further reading
The Dynamics of Due Diligence, a report produced by SS&C Intralinks in association with Mergermarket and The M&A Research Centre (MARC) that explores the reasons behind the ever-expanding due diligence period in the past decade and reveals why those deals that have a “medium” duration in terms of timing are the most likely to succeed. Download here: https://www3.intralinks.com/the-dynamics-of-due-diligence-report?&utmcampaign=701pq00000ca6xu&utm_content=podcast-blog)

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