Due diligence and deal servicing solutions

Reduce risk, unlock value, and accelerate deal outcomes

Trusted across over 1,000 deals, we combine deep sector insight, technology-powered analysis, and sustainability expertise to help investors and deal teams uncover risks, seize opportunities, and deliver high-impact outcomes at speed and scale.

 

Talk to an expert

We’ve evolved into market-leading sustainability M&A advisors, trusted by clients for over 15 years. Our expertise is built on advising on over 1,000 deals across markets and industries, supporting investment managers, investors, financial institutions and management teams, to reduce risk and unlock value in their deals. What sets us apart is our unique blend of human insight and technology-powered solutions, deep sector understanding, value chain risk analysis, and our ability to deliver high-quality intelligence at scale and high speed.

Our services

  • Holtara pre-deal screening solutions test alignment of target companies or target fund managers with bespoke investment criteria, identify red-flag risks, and retrieve key data points enriched with market and industry intelligence.

  • Designed to support early-stage decision-making, our screening solutions, deliver maximum insight with minimal engagement, rapidly and at scale.
  • We deliver tailored buy-side due diligence solutions that provide a robust assessment of key risks and a clear overview of post-deal value creation strategies.

  • Our proprietary methodology zooms in on material themes and delivers a comprehensive view through red-flag identification, competitor benchmarking, supply chain and customer sustainability demand analysis, key market trends, financial quantification of sustainability risks, and post-deal value creation roadmaps.
  • We enable investment managers to showcase the sustainability credentials of their investments at exit—boosting sustainability premiums, and unlocking access to broader investor pools.

  • Our support includes preparing compelling decks that demonstrate sustainable product-market fits, growth potentials, and operational sustainability performance, progress, track records and roadmaps.
  • We provide specialist deal solutions including impact DDs, EU taxonomy DDs, supply chain DDs, climate risk analysis, and fully tailored solutions, that can be integrated as add-ons into our standard services or offered as standalone modules from screening to buy and sell-side services.
Target screening
  • Holtara pre-deal screening solutions test alignment of target companies or target fund managers with bespoke investment criteria, identify red-flag risks, and retrieve key data points enriched with market and industry intelligence.

  • Designed to support early-stage decision-making, our screening solutions, deliver maximum insight with minimal engagement, rapidly and at scale.
Buy-side due diligence
  • We deliver tailored buy-side due diligence solutions that provide a robust assessment of key risks and a clear overview of post-deal value creation strategies.

  • Our proprietary methodology zooms in on material themes and delivers a comprehensive view through red-flag identification, competitor benchmarking, supply chain and customer sustainability demand analysis, key market trends, financial quantification of sustainability risks, and post-deal value creation roadmaps.
Sell-side due diligence
  • We enable investment managers to showcase the sustainability credentials of their investments at exit—boosting sustainability premiums, and unlocking access to broader investor pools.

  • Our support includes preparing compelling decks that demonstrate sustainable product-market fits, growth potentials, and operational sustainability performance, progress, track records and roadmaps.
Specialist due diligence
  • We provide specialist deal solutions including impact DDs, EU taxonomy DDs, supply chain DDs, climate risk analysis, and fully tailored solutions, that can be integrated as add-ons into our standard services or offered as standalone modules from screening to buy and sell-side services.

Drive business value

Trusted insight that delivers results

Backed by 15+ years of experience, 1,000+ due diligence projects, and leading industry frameworks, our solutions are relied upon by fund managers, banks, corporates, and insurers for quality and reliability.

Intelligence powered by expertise and technology

Our M&A specialists combine deep sector knowledge with our proprietary AI-driven methodology to uncover risks, surface value-creation opportunities, and provide actionable, client-tailored intelligence.

Scalable, tailored, and fast

With 100+ specialists and flexible Holtara technology, we deliver tailored insights across 100+ deals a year to provide speed, scale, and precision across industries and markets.

Speak with our experts

Kumail has over seven years of experience providing sustainability deal and responsible investing advisory services. As the Global Head of our due diligence product team, Kumail is responsible for ensuring our solutions continue to meet and exceed our clients’ needs, while advancing our leading methodology and technology to generate maximum deal return and deliver market-leading deal services.

Talk to an expert
Key contact:
Dr. Kumail Haider
Global Head of Due Diligence

Our partners

Blackrock
TA Associates
Adams Street
HPS
Genstar
Elysian