Case Study

Financial due diligence - St Vincent’s is a housing association based in Manchester, with housing across the North West.

Financial due diligence - St Vincent’s is a housing association based in Manchester, with housing across the North West.

Case Study Objective St Vincent’s were in talks with Mosscare about a proposal to merge the two associations. We were asked to produce a due diligence report and to provide an independent opinion on our analysis of the financial aspects of Mosscare. How did we do it? We started by agreeing the scope of the financial due diligence with the client. We then engaged directly with officers and advisors at Mosscare and provided them with a list of questions and data requirements. Mosscare provided data and responses to our due diligence questionnaire and our analysts performed a forensic assessment. During our St Vincent’s engaged Andy Roskell at DTP to undertake financial and treasury due diligence as part of our merger project with Mosscare Housing Group. We have a long standing succ

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