Due Diligence

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At Lobo de Rizzo, our Due Diligence practice is driven by client experience, innovation, and efficiency. Our clear, objective, and decision-oriented approach to risk analysis is frequently recognized as a key differentiator, enabling our clients to make more informed decisions.

With a fully dedicated team, the firm ensures that legal Due Diligence progresses in parallel with other workstreams in a more agile manner, without impacting transaction timelines or dynamics.

Reinforcing our full-service approach, the team operates in a multidisciplinary manner, covering all areas of legal due diligence, including corporate, contracts, civil litigation, labor, tax, financial, insurance, real estate, environmental, regulatory, intellectual property, and data privacy.

We advise domestic and international clients across a wide range of transactions, including M&A, Private Equity, Venture Capital, Search Funds, and Asset Deals, across multiple sectors and levels of complexity. On the sell-side, we support clients in conducting preliminary and preparatory due diligence (vendor DD), organizing data rooms, and guiding responses to potential buyers’ inquiries.

Our Practice

Due Diligence as an Ongoing Process
We provide regular updates so that clients are aware of key findings before the final report, managing expectations throughout the process and optimizing transaction planning. 

Risk-Focused Approach
We work with the client to define a focused sample for review, focused on what is most relevant to the client and to the transaction.

Legal Design and Visual Thinking
Our reports are designed to be visually clear and decision-oriented, prioritizing the use of tables and charts and avoiding lengthy and descriptive text, and are often compared to the Big Four’s delivery standards.

Online Q&A
We use an online Q&A platform that enables real-time interactions, eliminating back-and-forth Excel exchanges and the need to engage external data rooms, as documents can be uploaded directly to the platform.

Automation of Judicial Certificates
We use an online platform to automate, streamline, and manage the issuance and organization of judicial certificates, ensuring that the client has advanced visibility into risks and liabilities, while allowing the target to focus on other due diligence requests.

Knowledge Management
We document key client concerns, policies, and procedures, as well as lessons learned from previous transactions, for application in future M&A deals, ensuring that knowledge is retained and leveraged. 

Methodology and Standardization
We adopt web-based portals with templates, documents, and forms to streamline workflows, supported by internal manuals, training, and process control and standardization tools, ensuring greater efficiency and cost reduction for our clients.