Acquisitions & Due Diligence

Considering a merger or acquisition in higher education? Work with us to define the most impactful risks to be explored and determine an efficient and cost-effective way to evaluate them.

Expert Diligence for Higher Education Transitions

Our team has performed diligence for dozens of changes in ownership in higher education with cumulative transactions in the billions of dollars. We understand where the biggest risks are and are experienced coordinating testing in conjunction with other advisors. Our service goes beyond, just evaluating the target. We help potential buyers plan ahead by projecting the Same Day Balance Sheet ratios and future Composite Score Ratios to understand if and how much additional capital could be required.

Due Diligence in Higher Ed: A Quick Reference for Buyers and Investors

Acquiring institutions of higher education is a long and involved process — one we have extensive experience navigating…

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“Thank you for keeping us informed of the progress of the diligence.  I want to express my appreciation for your professionalism throughout the diligence process.  I don’t say it often in regards to compliance audits, but it was a pleasure working with you.  I have expressed this sentiment to the attorneys as well and I am certain they know the caliber of advisors they engaged."

– Chief of Staff, Higher Ed

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Recent Acquisitions & Due Diligence Insights

2023 Updates to the Change in Ownership Rules Impacts Institutions

Explore the U.S. ED’s new rule impacting every step of change in ownership. Learn how it affects mergers and compliance…

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What to Expect from the New Gainful Employment Rule

The U.S. Department of Education (ED) has sought to establish a definition of Gainful Employment (GE) for over a decade,…

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Where Do We Stand After ED’s Latest Negotiated Rulemaking Session?

The latest negotiated rulemaking session featuring the Department of Education’s (ED) Institutional and Programmatic Eligibility Committee concluded March 18 —…

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