Work with our team of diligent operators.

We partner with private equity firms who rely on seasoned operational expertise. Our functional and industry knowledge provides best in class commercial diligence and helps create value with operating companies.

Commercial Diligence as a Service

Analysis and validation are table stakes for your investment thesis. These decisions require an objective analysis of how the business functions competitively. Our assessment is driven by deep operational expertise to assess key areas, including:

  • Existing customer segments

  • Market size and trends

  • Competitive factors

  • GTM strategy

  • Sales and marketing leadership and execution

  • Finance and cash flow

  • Competitive advantage

  • Operational excellence

  • Culture and talent

  • Management team and next generation

This quantitative assessment combines fieldwork with sophisticated financial analysis. In addition to conducting market intelligence, we interview the management team and customers.