M&A Operational Diligence Checklist

A 59-point operational diligence framework across 6 domains for PE deal teams and Operating Partners evaluating industrial and field services acquisition targets. Domains cover Operations and Org Structure, Financial Performance and EBITDA Quality, Workforce and Labor, Technology and Systems, Supply Chain and Contracts, and Regulatory and Legal. Each item includes RAG rating columns and structured findings fields. Includes a Deal Summary section with risk findings, value creation opportunities, reps and warranties recommendations, and Day 1–30 post-close actions. Built from direct PE diligence participation at KPMG and EY.