Due Diligence
Diligence that reads the whole room.
01 / Overview
Wex & Counsel supports transaction teams with structured data-room review: agreed issue lists, consistent summaries and clear escalation of anything material. The result is a diligence output your deal team can rely on and your client can read.
02 / What we support
- Data-room review
- Corporate document review
- Issue identification and red-flag reporting
- Structured summaries
- Transaction support
- Diligence report support
03 / How we work
- 01UnderstandThe matter, the objective, the jurisdiction, the scope and the deadline.
- 02StructureWorkflow, deliverables, security requirements and review process — agreed before work begins.
- 03DeliverExecuted through the appropriate legal and operational resources.
- 04ReviewMatter-specific quality control applied before anything reaches you.
- 05IntegrateRepeat work becomes a managed workflow, where that serves you.
04 / Typical use cases
- 01A mid-market acquisition requires review of several hundred commercial agreements for change-of-control and assignment terms.
- 02A private capital investor needs a consistent diligence summary format across multiple targets.
- 03A corporate team is preparing a vendor due-diligence pack ahead of a sale process.
05 / Related
Related capabilities
Related insights
First publications forthcoming.
Discuss due diligence.
Tell us about the matter, the jurisdiction and the deadline. We will propose scope, workflow and review before any work begins.