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 preliminary diligence that allows you to invest smarter and learn about our process. Contact us today to see what we can do for you.
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.