If you have an investment opportunity and are unsure whether to pursue it or not, or whether you should send a non-binding offer (and at what amount), you need to explore the opportunity in the context of your strategy, investment thesis, and growth goals.

If your subsidiary, plant, or business unit is underperforming, you have to know why. A deep dive into the financial, operational, and commercial data is necessary to uncover the performance gap between where it is and where you want it to be. You need to evaluate if you should try to fix it, sell it, or cease the operation.

In either case, you are at the right place. We will deliver you clear and fact-based insight and answer:

• Is this a fit for your company, in the context of your strategy?
• What is the actual value for you and the potential value on the market?
• What are the critical risks and operational challenges of the business?
• How could it grow, integrate, and work for your strategy?

To deliver the most valuable insights, we follow a proven Process and provide a whole stack of tools that will enable you to make informed decisions and take action within weeks.

OUR PROCESS

I. Introductory Meeting: We need to understand your industrial niche and business strategy. Within that context, we will list the questions that need to be answered and the clear scope of the due diligence.                                                                                                                           

II. Research & Analyses: Provide us with access to the data, and with minimal engagement from your team, we will deep-dive into all critical areas of the scope. We utilize your strategic documents, financial analysis, crunching operational and commercial data, industry reports, AI tools, industry experts’ interviews, and many proven ad hoc tests and analyses. We search for clarity and facts for actionable insights.

III: Delivery: Within weeks, you will get a set of three reports from us:                                         

• • Comprehensive, Strategic, Operational, and Commercial Due Diligence Report: a complete document that shows all the results, facts, and insights we found during the Research and Analysis, accompanied by spreadsheet models and materials.                     
  • Boardroom Summary: a concise 2 to 5-page document that summarizes critical insights to present the decision options to the decision-makers. We tailor the size, scope, and form to your needs and how your Boardroom operates when making decisions.
  • Synergy & Integration Framework: as we research and analyze the challenge, we can identify potential gaps and synergies in the context of your strategy. We will provide executives with a summary of these ideas and actions that can be taken after a potentially successful acquisition or divestment, so they are ready for action from day one after closing.

Although our process has evolved and has been repeatedly proven to serve our clients well, we know that every industry niche and project is special to some extent. We tailor the scope, style of reports, and content to your needs, focusing on the particular answers to your critical questions.

Explore the complete list of our services: