Commercial Due 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 due diligence process that uses primary research and rigorous analysis to identify and evaluate risks to your thesis.

Below we have shared three commercial due diligence case studies. If you have any questions about commercial due diligence, please reach out to us at inquiries@satovconsultants.com

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 using creative methods to find the data we need: 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.

Healthcare product manufacturing

Retail pharmacy

Industrial Services

Private equity firms rely on SATOV for commercial due diligence for many reasons. Firstly, while financial due diligence is important to assess the financial health of a company, commercial due diligence is equally critical to evaluate the target market, growth potential, and competitive landscape of the company. This helps private equity firms to make informed investment decisions and optimize returns.

Our team is expert in analyzing the target market and assessing the growth potential of a company. They help potential buyers understand the market dynamics, including market size, market share, customer segments, and competitive landscape. This information is critical to determine whether the company is positioned to succeed in the market and achieve its growth potential.

Additionally, SATOV can help private equity firms evaluate the potential impact of public sector policies, regulations, and market trends on the company’s growth potential. For example, changes in consumer behavior or government regulations can have a significant impact on consumer products companies. By working with SATOV, private equity firms can assess these potential risks and opportunities and adjust their investment strategies accordingly.

Moreover, we have particular expertise at evaluating market share and competitive positioning of the target company relative to its peers. We conduct a comprehensive analysis of the competitive landscape, including identifying potential threats and opportunities. This information can help private equity firms develop a clear understanding of the company’s competitive advantages and weaknesses and develop a strategy to optimize its market positioning.

We would be delighted to discuss your commercial due diligence needs and help you gain a comprehensive understanding of the target market, growth potential, competitive landscape, public sector policies, and market trends. Information that is critical to making informed investment decisions and optimizing returns.

Contact us today to see what we can do for you.

Testimonials

“We have hired SATOV on more than one occasion to perform due diligence for us. They do a great job at getting up to speed on opportunities and giving us sound and objective viewpoints with which to make investment decisions.”
− Pete Samson, Managing Partner Ironbridge Equity Partners −

“The coming together of the Heart and Stroke foundations across the provinces into a single national entity was an important yet complex turning point for our organization. Mark did masterful job at staging the right discussions and then bringing various groups together to help us move through decisions in a way that was systematic and comfortable for a wide range of decision makers.”
− Irfhan A. Rawji, Former Chairman of the Board Heart and Stroke Foundation −

“I hired SATOV to assist us in quickly addressing some fundamental strategic decisions. We formed a joint team of SATOV and Telus employees and together ran a very efficient process to deliver against tight deadlines. My team and I had a great sense of ownership and confidence in the recommendations we made, which ultimately improved profitability. Thanks for the help!”
− Stephane Dubreuil, SVP, Strategy and Consumer Marketing TELUS Communications Company −

“The SATOV team helped us with some complex operational & organizational issues that required co-ordination and input across a wide variety of groups. In a relatively short period of time, we had developed recommendations that are expected to significantly improve our effectiveness with substantial buy in from the parties involved.”
− Ross Petersmeyer, Vice-President of Strategy Great-West Life Assurance −

“Thank you for SATOV’s strategic help, advice and partnership along the way. We couldn’t have accomplished the turnaround without you.”
− Brett Marchand President and CEO, Cossette Communication CEO, Vision 7 International −

“Even as an intern, I could define my own experience and it carried into my work now as a consultant. I did meaningful work and was meeting with clients from Day 1. To get that level of exposure to executives, to be in the room during the decision-making process and see how they think, to even get to give input, is a unique learning experience.”
− Sam Roston, SATOV alumni −

“I thought SATOV was the best place I could have worked at in my first role after school. It’s hard to match the breadth of experience across industries and business problems, and the range of amazing people I’ve met along the way in all sorts of businesses and in all roles. Just be prepared to work hard before you sign. Call me if you have any doubts.”
− Kuba Soltysiak, SATOV alumni −