The Comprehensive Strategic, Operational, and Commercial Due Diligence Report is the perfect tool to use to make an investment or divestment decision!
We follow the logic of the industrial niche in which the target operates. How does the business make money? What is the USP (unique selling proposition) of the company? Which business units, customer segments or geographies generate profit contribution? What are the critical assumptions of the business plan? The order of analysis follows the critical path of the business, and we always focus first on the most critical topics until the scope is exhausted
We know exactly where to look, how to analyze data, and which clues to search for!
Typical CSOC Report includes:
- Value-chain positioning and competitive landscape overview
- Strategic positioning and SWOT analysis
- Trade cycle and seasonality of operations
- Windfall profits and one-off non-operating effects
- Segment or business unit profitability
- Historical development and business plan analysis
- Orderbook and service backlog
- Price and volume effects on sales and growth
- Customer concentration and attrition analysis
- Operational KPI of critical processes (production, project delivery, material transformation, or similar)
- Utilization of critical resources and available throughput
- Machine productivity
- Inventory value and management
- CapEx backlog
- Maintenance practice and costs
- Personnel structure and capabilities
- Valuation of the target from your perspective, applying at least two methods
- Any other point critical for the success of a business in the niche
