We Serve Clients Throughout the Investment Cycle

1
Market Scan
Rapid, Early Insights
Platform’s growing database of sector/ market experiences ensures rapid targeting of key areas
Analysis of comparable transactions
Source key questions for initial meeting
2
Acquisition Due Diligence
Comprehensive Approach, Deeper Insights
Platform’s data and advanced analytic engines help target the analysis and quickly identify risks and opportunities, allowing our experts to focus their time and efforts on addressing the most critical business issues
Uncovers risks and opportunities usually missed by others
Automates data room ingestion / insights extraction
3
Value Creation Planning
Integrated Value-Creation Plan & Financials
Identify key levers to get to value quickly. Leverage insights across deals
Detailed roadmaps and integrated operating and investment budgets to optimize costs
4
Targeted Assessments
Health-check or Focused Assessment
Rapid, low-cost assessments
Overall health check, such as tech debt, digital readiness, data monetization, cost structure
Focused assessments, such as AI, automation, cybersecurity
5
Pre-Sale Preparation
Comprehensive Report Supporting Sale Process
Comprehensive view of company’s capabilities and value creation opportunities
Systematic approach, expert/trusted insights
Rapid, automated populating of data room