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 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.

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.

Healthcare product manufacturing

February 25, 2020

Retail pharmacy

February 25, 2020

Industrial Services

December 11, 2019