Capital, Investment & M&A
Commercial due diligence by operators.
For investors and acquirers in consumer, diligence performed by people who have run the operations, brands and supply chains being assessed.
What the work covers
- Market, category and competitive assessment
- Customer, channel and account concentration
- Brand strength and pricing power
- Operational and supply chain risk
- Forecast credibility and value creation plan
When businesses engage us
- An acquisition is under evaluation
- A portfolio business is underperforming against plan
- An investment committee needs an operator's view
- Post-acquisition integration needs planning
How we approach it
We separate what the business claims from what its data supports.
We deliver a value creation view, not just a risk list.
Where useful, we can help execute the plan after completion.
Common questions
- Do you work with private equity and family offices?
- Yes, on diligence, portfolio operating support and interim leadership within portfolio businesses.
- Growing fast. Running out of cash.
Revenue is climbing, retailers are ordering and everybody thinks things are going well. The bank balance says otherwise.
- The business has outgrown its leadership structure.
What gets a company from $1 million to $10 million is not necessarily what gets it from $10 million to $50 million.
Start a conversation
Discuss the situation.
Tell us where the business is and what has to change. We will be direct about whether we are the right partner.