Scope Definition and Objective Setting
Identification of client requirements, transaction context (M&A, investment or financing) and definition of the technical scope of the assessment.
Project Management
Technical Due Diligence (TDD)
Technical Due Diligence (TDD) is a comprehensive industrial asset assessment service designed to protect investments, identify risks and provide an independent, fact-based perspective to support decision-making in acquisition, investment and financing processes.
What it is
Comprehensive Technical Assessment for Investment Decisions
Technical Due Diligence (TDD) is a thorough evaluation process that assesses the actual condition and performance of industrial assets, identifying technical, operational and regulatory risks before an investment or transaction takes place. This service goes beyond a document review by combining technical analysis, site inspections, interviews with operational teams and targeted assessments to provide a complete, objective and evidence-based understanding of the asset. At EIA21, this analysis is supported by more than 45 years of industrial engineering experience, bringing in-depth knowledge of industrial processes, technologies and regulatory frameworks. This enables the identification of hidden risks as well as opportunities for improvement, optimization and value creation.
Initial Document Review
Analysis of technical documentation, operating and maintenance records, regulatory compliance information and key asset characteristics.
Site Inspection and Stakeholder Interviews
On-site assessment of facilities, equipment and industrial processes, complemented by interviews with key personnel to understand actual operating conditions.
Multidisciplinary Technical Assessment
Evaluation of asset condition, industrial processes, maintenance practices, operational efficiency, regulatory compliance and sustainability performance.
Risk and Opportunity Identification
Identification of technical, operational and financial risks, together with opportunities for efficiency improvements, production enhancement and sustainability optimization.
CAPEX, OPEX and Lifecycle Assessment
Evaluation of required investments, operating costs and future maintenance, replacement or upgrade requirements throughout the asset lifecycle.
Conclusions and Strategic Support
Preparation of findings, recommendations and technical support for investment decisions, negotiations and post-acquisition integration strategies.
Deliverables
Technical Assessment and Risk Evaluation Report
A structured set of reports and analyses that provide a complete evaluation of the asset or project, identifying key risks, opportunities and recommendations to support informed decision-making.
01
Technical Due Diligence Report
Comprehensive report describing asset condition, technical assessment results, identified risks and overall viability evaluation.
02
Asset and Facility Condition Assessment
Detailed evaluation of equipment, systems, industrial processes and the overall condition of the facility.
03
Risk and Hidden Liability Analysis
Identification of technical, operational, regulatory and financial risks that may affect the investment or business case.
04
CAPEX and Lifecycle Cost Assessment
Evaluation of capital investments required for compliance, upgrades, maintenance and long-term asset sustainability.
05
Regulatory Compliance Assessment
Verification of compliance with applicable industrial safety, environmental and regulatory requirements.
06
Operational Performance and Efficiency Review
Assessment of production capacity, energy efficiency, operational reliability and potential bottlenecks affecting performance.
07
Strategic Recommendations
Practical recommendations focused on risk mitigation, operational improvement, investment optimization and integration strategies.
Provides an independent and objective technical evaluation
that reduces risk and strengthens confidence in investment and strategic decision-making processes.
When it applies
Investment, Acquisition and Asset Evaluation Processes
Technical Due Diligence is applied whenever an independent and rigorous technical assessment is required to support strategic decisions involving industrial assets. It is particularly valuable in transactions where technical risks can directly affect investment returns, operational performance or long-term asset value.
- Industrial acquisitions and M&A transactions
- Industrial restructuring and outsourcing initiatives
- Purchase or sale of industrial companies and facilities
- Pre-investment assessments (greenfield and brownfield projects)
- Financing and refinancing processes
- Independent technical audits
- Validation of projects under development
Do you need to define the technical basis for Technical Due Diligence (TDD)?
Contact our team to assess the initial feasibility of your project.
