About XBS Global

Our comprehensive financial and tax due diligence process is designed to provide timeous advice regarding material exposures, opportunities and target attributes relevant to the transaction.

The scope of each due diligence assignment is customised to take account of the size of the deal, timing, complexity of risk areas and the agreed upon transaction parameters

Decision drivers are identified and communicated effectively to ensure that time critical issues are dealt with swiftly

Risk exposures are contextualised and quantified (where possible), and appropriate course of action is recommended and the acquisition agreements are reviewed to ensure that the appropriate protection mechanisms are incorporated.

xbs, xbs global, exclusive business solutions

Exclusive Business Solutions

Financial due diligence

XBS Global’s financial due diligence review is driven by strict financial analysis and our report provides necessary transaction insights that are relevant to the transaction rationale and stated objectives, including:

  • The quality of the target’s underlying earnings and recommend potential adjustments to earnings that would impact the purchase price.
  • The key drivers of historical, current and forecast growth and profitability.
  • The quality of target’s assets and debt, including contingencies.
  • The quality of historical cashflows, including net working capital and capex.
  • The quality of financial information (key reconciliation, financial reporting and control environment, audit issues/risks, etc.)
  • Recommendations in respect of adjustments to purchase price, contractual protection, deferred payment arrangements.

Tax due diligence

We provide a comprehensive tax due diligence review service, including South African income tax, capital gains tax, withholding taxes, value added tax and payroll taxes.

In addition to the above, XBS Global provides a tax due diligence project management service which includes the scoping, negotiation, work programme design, oversight and reporting in respect of multi-jurisdictional tax due diligence review assignments.


XBS Global’s corporate finance services are tailored to maximise shareholder value through the analysis, evaluation and mitigation of commercial and financial risks typically associated with investment, financing and capital management decisions, including:

  • Capital raising (debt, capital, hybrid).
  • Capital investing (mergers, acquisitions and expansions).
  • Optimising and preserving of capital (restructuring and divestment).


XBS Global’s M&A services are focused on the mid-cap markets and cover the typical M&A stages including Strategic planning and preparation, Deal qualification/Prospecting, Transaction Execution, Deal negotiation and close.

XBS Global provides buy-side and sell-side advice and project-management support, from understanding the strategic rationale, target and investor identification and screening, advising on value, assisting with information preparation and financial analysis, leading the due diligence, advising during negotiations and transaction close.

Typical projects include Strategic reviews and Market analysis, Acquisitions or Disposals, Management buy-outs and buy-ins and Takeovers and Mergers

Internal group restructuring and rationalisation transactions can present risks from a tax perspective and it is important to ensure that these arrangements are implemented in terms of an appropriate transaction structure. Internal reorganisations can furthermore provide a commercial precursor for significant planning opportunities.

XBS Global excels in group reorganisation transactions, including company formations, mergers, unbundling transactions, liquidations, intra-group sale and exchange transactions.

Every M&A transaction presents many courses of action, each of which may yield a different tax result. XBS Global’s M&A transaction processs should ensure that the client’s commercial objectives are achieved in a tax optimal manner. Due consideration should be given to the risks and opportunities which may arise in relation to each transacting party and it is important to ensure that both the immediate and future implications of the transaction are taken into account.


We’ve initiated and grown successful relationships with key banks, solicitors and venture capitalists, which means we can ensure your transactions run smoothly so that every move you make is timely and efficient.

Future Focused

The best advice is shaped by what is going to happen in the future. We aim to be more insightful about future trends in consumer behaviour; more knowledgeable of important technological breakthroughs; more intuitive with market research, and to be in contact with high growth companies as well as emerging management talent.

Pretoria, SA

manhattan, ny

Powered by Go Cloud.