DUE DILIGENCE & PLANNING

Pre-investment

The success of any investment begins with rigorous preparation and actionable insights. Investors face complex challenges, from assessing the scalability of a business to navigating market dynamics and uncovering hidden risks. Our pre-investment services provide private equity firms with the clarity and detailed insights required to make informed, data-driven decisions.

Before carrying out any of these services, we align closely with the investment team to define the scope, domains, and specific areas that we need to delve into. Through meticulous analysis and a focus on critical growth and risk factors, we ensure you have a robust foundation for your investment thesis. Whether validating market potential, assessing sales performance, or crafting a post-investment roadmap, our services ensure you are strategically positioned to maximise value from day one.

We provide expertise across the following three pre-investment services:

1. Value Creation Plan (VCP)

A strategic roadmap focused on unlocking the full potential of your target business. This bespoke plan prioritises growth opportunities, operational efficiencies, and initiatives that align with your investment objectives. We establish an execution-ready strategy to maximise post-deal value by identifying key growth levers, addressing operational inefficiencies, and ensuring alignment with your investment thesis.

2. Sales Due Diligence (SDD)

An in-depth analysis of the target’s commercial engine, including sales strategy, organisational and leadership structure, forecast and pipeline health and scalability. This comprehensive assessment identifies risks and opportunities critical to sustainable revenue growth. Our analysis ensures deal confidence by providing insights into the effectiveness of sales processes, alignment with growth targets, and scalability of operations.

3. Commercial Due Diligence (CDD)

A thorough evaluation of external market dynamics, competitive positioning, and customer insights to validate your investment thesis. By identifying growth opportunities and external risks, our Commercial Due Diligence ensures a clear understanding of the target’s market potential and positioning. This includes validation of competitive advantages, growth assumptions, and alignment with market trends.

By integrating these services, we enable you to make informed, strategic investment decisions that maximise post-deal value and ensure long-term success.

Contact us today to learn more about how our pre-investment expertise can help you achieve your investment objectives.

Scenario

A distinguished UK mid-market private equity firm engaged our Sales Due Diligence (SDD) and Value Creation Planning services to assess a target company’s commercial structure and analyse hypotheses from the due diligence process. The primary goal was rapid and significant business growth, solidifying a competitive edge within the designated holding period.

We swiftly absorbed critical findings, engaging in discussions with the commercial due diligence (CDD) team. We formulated pivotal inquiries focused on refining sales organisation and enhancing execution.

Through subsequent management sessions and thorough data scrutiny, we crafted a commercial value-creation plan that reshaped the business into an outbound sales powerhouse. This included defining growth levers, and essential aspects like resources, costs, risks, and timing. Presenting this comprehensive plan, we outlined a strategic approach to unlock untapped growth potential, propelling the company beyond competitors within two years.

Related services

Hiring for performance and coaching for excellence service. Attracting and retaining a world-class team requires a well-thought-out talent strategy, an enticing employee value proposition and an authentic culture.

Pricing

Optimise pricing for sustainable, profitable growth, enabling your business to navigate market and economic turbulence. We structure value-based pricing, dynamic pricing, targeted price increase management, and margin optimisation, helping you improve profitability and efficiency.

People & talent

Achieve transformative growth with effective leadership and a growth mindset culture. We assist you in building high-performing go-to-market (GTM) teams through enablement, coaching, retention strategies, performance/sales incentive management and governance/processes design.

Technology & process

Leverage technology as a growth enabler. We design your business to meet customer needs, adapt to demand, utilise data, streamline processes, implement CRM/ERP, optimise development, and monitor KPIs. Drive growth, efficiency and competitiveness in the digital era.