We work with middle market and lower middle market PE firms on due diligence and portfolio value creation engagements. Due Diligence: With competition intensifying between PE firms and strategic acquirers for a limited number of targets, thorough due diligence is vital for exceptional performance in a PE portfolio. We help identify, prioritize, and answer the key questions centered around the specific and unique needs of the client. We leverage a cost-effective research methodology on an accelerated time frame to test key hypotheses and answer priority questions. We leverage our knowledgebase of the tech and telecom sectors and augment it with a multi-pronged research technique to bring unique insights across the following dimensions: Address technology evolution, competitive landscape, demand drivers, customer segmentation, and market mapping Includes key use cases, key purchase criteria and vendor evaluation process, share of wallet, price sensitivity, and channel partner influence Focused on customer satisfaction, attrition analysis, marketing & sales effectiveness, and financial performance relative to the market Identifying growth drivers including cross-sell and upsell opportunities Portfolio Value Creation: We have supported PE clients on engagements immediately after transaction close as well as later in the cycle. Our support helps focus the management on key initiatives as well as turbo charge operational performance. We conduct management workshops, help identify priority initiatives and their phasing over time, create a value creation plan inclusive of both revenue growth and cost reduction opportunities, and develop a program to drive execution of the plan. Source: Preqin’s Alternatives in 2022 report Private Equity
Market Trends & Outlook
Customer Buying Decision
Target Performance
Growth Drivers
