For investors
From diligence to delivery.
Every investment rests on a view of how the business will grow and what it will take to get there. We work with private equity firms and their portfolio companies to test that view before close, set up the right structure at close, and deliver against it through the hold period, grounded in what the business can actually deliver.
Common starting points
An LOI is signed and the market is outside your team's usual territory.
An add-on is closing and nobody in the portco has time to own integration.
A portco is behind plan and the explanations keep shifting.
A new platform has inherited a plan nobody has tested against the org.
The plan is set, but delivery depends on people who are also running the business.
BEFORE CLOSE
Commercial due diligence
What you get
Market size and growth, competitive position, and a customer and channel read. Operating and financial benchmarks, with facility-level models where the asset needs them. Also a view on which value creation levers the market will support.
Format
Fixed fee. Paid whether or not the deal closes.
Relevant case studies
Strongest in technical or regulated markets, such as testing and certification, data centres, semiconductors, advanced manufacturing and energy. Also available to CDD firms and corporate development teams as a specialist.
AT CLOSE
Integration lead on add-ons
What you get
An integration plan, Day 1 readiness, synergy tracking, and a retention plan for customers and key people. It comes with a cadence the portco team can run after handover.
Format
Starts at signing, so Day 1 is ready before close.
Relevant case studies
AFTER CLOSE
Executability read
What you get
Each lever tested against the org on the floor: who carries it, what it takes out of their week, and where the plan assumes a pace the business can't hold. Then a straight read on which levers hold and what closing the gap takes.
Format
A short, fixed-fee engagement on site.
AFTER CLOSE
Value creation office
What you get
Initiative tracking, a review cadence, and named owners whose capacity has actually been cleared, plus an escalation path that works. It's installed so the portco team runs it.
Format
Stood up alongside your team, then handed over.
Relevant case studies
Also available: New market entry and footprint reviews for platforms expanding across regions or consolidating sites.
Not on the list? Tell us what's going on. If it isn't something we do well, we'll say so and point you to someone who does.
Tell us what's going on