Operational Due Diligence: The Key to Strategic Business Solutions with David Emerson

Operational due diligence is a process that helps businesses identify and mitigate potential risks associated with new and current operations. By gaining an in-depth understanding of all aspects of a company, operational due diligence analysts can offer strategic solutions to clients.

In this episode, Tommy talks with David Emerson, Senior Vice President and Principal at LCG Associates. David joined LCG Associates in 2003 and is a member of the Board of Directors. He is also a member of the Risk Management Committee and Investment Committee. His responsibilities include leading client relationships with utilities, family offices, endowments, and foundations. Additionally, he conducts capital market and asset class research as well as investment manager due diligence.

David talks with Tommy about how LCG Consulting helps wealth managers make investment decisions, what operational due diligence is and how it works, and what are some of the key factors to consider when allocating assets in the private debt space.

Key Takeaways