Commercial Diligence

SATOV way, go to market, products pricing
During the diligence phase you need a sound evaluation of all the risks in the transaction.  A slight change in the market growth rate or the target’s ability to capture share can sometimes be the difference between a good and bad investment.
We have a proven commercial diligence process that uses primary research and rigorous analysis to identify and evaluate risks to your thesis.

Research

  • Finalize investment thesis
  • Evaluate industry dynamics and profit drivers
  • Quantify market size and share trends; predict future impacts
  • Identify potential disruptors

Analysis

  • Combine historical data with primary and secondary research to forecast sales baseline
  • Evaluate and quantify risk factors
  • Quantify potential opportunities

Results

  • Establish a range of revenue and profit expectations
  • Identify high potential growth opportunities
  • Prioritize risks including deal-breakers
  • Create diligence documents for lenders

Perfect data rarely exists, especially when little time exists to gather it.  We are accustomed to mobilizing at a moment’s notice and creatively finding data to prove out the needed hypotheses. We do whatever it takes: site visits, customer intercepts, consumer surveys, associate interviews, shelf space observations, expert interviews, etc.

Once the diligence process is complete our clients have a much better sense of the risks and opportunities that the target faces; the management team can then create a more informed and strategic 100-day plan.

Thinking about investing in a new sector? Trying to get a head-start on an asset before it goes to auction? We can provide a preliminary diligence that allows you to invest smarter and learn about our process. Call us today to see what we can do for you.