Deep expertise across all facets of transaction diligence...

We're a team of M&A-focused CPAs and former PE professionals delivering fast, actionable diligence with real operational insight. As true partners to our clients we don't charge dead deal fees, ever—we work as an extension of your team to provide confidence in the numbers that matter most.

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EXPERIENCE MATTERS

Decades of deal experience.

Our team brings real-world transactional experience to every engagement. With private equity associates averaging 12 years in M&A and CPAs averaging over 15 years in financial diligence, we approach every deal with the insight, judgment, and discipline that only comes from time in the field. Our values are simple: be fast, be thorough, and always act in the best interest of the client.

Trust

We operate as an extension of your deal team - transparent, responsive, and always aligned with your best interest.

Integrity

We don't cut corners. Our diligence is independent, objective, and built on professional accountability.

Rigor

No detail is overlooked, every adjustment is scrutinized. We diligence like we have skin in the game because we've had skin in the game.

Speed

We move faster than anyone in the industry-delivering high-quality reports in days, not weeks, without sacrificing depth.

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virtus diligence - web image
virtus diligence - web image
virtus diligence - web image

Management team

Meet our leadership team.

Our leadership team brings decades of experience across financial accounting, private equity, investment banking, and transaction advisory. With deep underwriting expertise from large investment banks, private equity firms, and accounting advisories including Blackstone, Carlyle, PJT Partners, and Big 4 accounting firms, we deliver diligence that reflects real-world deal execution clearly and quickly.

INSTITUTIONAL FINANCIAL SERVICES

End-to-end transaction diligence services.

We deliver clear, best-in-class Quality of Earnings analyses on both the buy-side and sell-side. Our reports go beyond boilerplate financials—validating adjustments, uncovering risks, and surfacing the trends that determine a business's value. On the sell-side, we help operators anticipate buyer concerns and reduce re-trade risk, all while accelerating deal timelines.

Our Operational Diligence dives into the levers behind the numbers, assessing granular pricing, volume, and cost trends. We pair this with rigorous Working Capital and Balance Sheet Analysis to ensure clients know exactly what they're walking into post-close. From EBITDA normalization to net working capital target setting, we help deal teams close with confidence.

Our team is built for responsiveness, providing the agility and depth today's deal teams demand.

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"The Virtus team delivers reports that are clear, insightful, and actionable. They've saved us from more than one costly mistake, and we consider them an imperative part of our diligence process."
Managing Director, mid-size PE

Virtus Diligence