Best Practice Briefs Diligence Matters CDD Best Practices for Principal Investors

Mark Stein

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Items 21 to 26 of 26

When Things Aren’t Quite What They Seem - Distressing Commercial Due Diligence Close-Calls

By Mark Stein

Often, we encounter situations in Commercial Due Diligence that may be surprising to our clients, some may even seem negative. With a thoughtful approach, the information can contribute to the Value Gen plan. Here we share a few scenarios we've encoutered.

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A Quick Follow-up on Market Definitions

By Mark Stein

In one of our earlier GRAPH Papers® articles, my partner James referenced how important it is to accurately define the market when it comes to market sizing requirements. Per that GRAPH Paper, “Having clear definitions that everyone on the deal team is aligned on is essential.” Beyond supporting market sizing, being clear on the market definition helps the team better understand the target…

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Sizing Up Bad Market Definitions

By Mark Stein

Reflecting on 20 years of investing, one investment professional recently remarked to us, “When I think about what we’ve gotten wrong in the past, the worst times have been when we believed we had a bigger market size than we really did. There’s just nothing you can do...the company just runs out of room for growth.”

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Assessing the Threat of Low Cost Imports

By Mark Stein

Anyone who has worked deals in the industrial engineered products and components markets in the last decade likely encountered a common diligence issue…

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Problems to Avoid when Forecasting Product, Service, and Technology Adoption as Part of Diligence

By Mark Stein

An investment thesis often depends on adoption in one form or another (e.g., of a new product, business model, technology, etc.) so we thought it helpful to lay out “best and worst” practices for assessing adoption potential.

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In Diligence, Competition Between Competing Budget Priorities can be more Important than Competitive Position

By Mark Stein

Many deals are attractive because the target company can turn heads and get customers excited about new technology and an enhanced value proposition.

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Items 21 to 26 of 26

Best Practice Briefs Diligence Matters CDD Best Practices for Principal Investors

Mark Stein

When Things Aren’t Quite What They Seem - Distressing Commercial Due Diligence Close-Calls

A Quick Follow-up on Market Definitions

Sizing Up Bad Market Definitions

Assessing the Threat of Low Cost Imports

Problems to Avoid when Forecasting Product, Service, and Technology Adoption as Part of Diligence

In Diligence, Competition Between Competing Budget Priorities can be more Important than Competitive Position

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