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Political due diligence for transactions

A regulatory risk shows up in the accounts only when it is too late.

Assessing political and regulatory risk ahead of investments, shareholdings and market entries.

What it is about

Classic due diligence examines what applies. Political due diligence examines how long it will still apply and who is currently working on changing it.

In regulated industries a substantial part of company value comes from the legal frame: a concession, a feed-in tariff, a market position or an exemption. Those positions are politically changeable, and the change is announced years in advance, usually in documents nobody reads.

We therefore examine three things: which rules carry the value, which initiatives touch those rules, and how robust the target company’s relationships with the relevant bodies actually are. The result is an assessment across the holding period, not the quarter.

The points that decide

  • Value drivers

    Which rule carries the earnings, and how stable is it.

  • Pipeline

    Pending initiatives in Vienna and Brussels across the holding period.

  • Relationships

    Are contacts institutional or tied to one person.

  • Reputation

    Open proceedings and media legacy keep working after closing.

How we work on it

  • Professional Analysis & Monitoring

    Curated monitoring of initiatives, draft legislation and public debate - assessed against your business goals.

  • High-Level Strategy & Campaigning

    A business strategy becomes a communications programme that reaches its goals faster.

  • Stakeholder & Network

    Simply "knowing" people adds nothing. Robust relationships of trust with decision-makers do.

Frequently asked

When should political due diligence happen?

In parallel with legal and commercial due diligence, not after. Once the valuation is fixed, a regulatory finding leads only to renegotiation under time pressure, or is waved through because nobody wants to stop the process.

Is that not a job for the lawyers?

Lawyers examine the law in force and existing proceedings, very thoroughly. The question of which law arrives in eighteen months and who is currently drafting it is not a legal question. The two reviews complement each other.

Facing an issue in this sector?

A first conversation usually settles quickly whether and how we can help.