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Diligence Planning

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044

Measuring Moat Strength—a Practitioner's Guide, PART 3 of 4

By Mark Stein

This part provides a systematic methodology for quantifying moat strength across each of the seven tests. VoC questions are only as valuable as the measurement framework applied to the answers.
044

Moat Dynamics and Investment Decisions, PART 4 of 4

By Mark Stein

When Moats Migrate: Recognizing New Sources of Advantage The strongest Commercial Due Diligence doesn't just test whether old moats persist—it identifies where new moats are forming.
044

Economic Moat Analysis in Commercial Diligence Predicts Investment Performance

By Mark Stein

Claims of competitive advantage in investment memoranda and acquisition targets are nearly universal—yet despite the proven power of economic moats to indicate and drive investment returns, most Commercial Due Diligences either ignore the subject or treat moats as binary states rather than the dynamic forces they are.
044

The Returns Case and Framework for Moat Analysis in Commercial Due Diligence, PART 1 of 4

By Mark Stein

Why Moats Matter: The Evidence on Investment Returns The Quantitative Evidence: Economic Moats Deliver Exceptional Returns Research consistently demonstrates that companies with durable competitive advantages generate substantially higher returns:
044

Matters Graph's Seven Moat Commercial Diligence Diagnostic - Voice of Customer Methodologies, PART 2 of 4

By Mark Stein

Great Commercial Diligence doesn't just catalog defensive attributes. It stress-tests whether those attributes still create compounding advantage—or whether they've become static, eroding, or substitutable.
043

The “Continuation” Investment: How Familiarity Masks Friction

By Mark Stein

Why continuation investment decisions demand re-underwriting, not reassurance Continuation investments — and their close cousins — have become a fixture of private equity liquidity. Yet too many are treated as administrative extensions of conviction rather than true re-underwrites.
040

Gaining Momentum Around Price Early in Diligence

By Jeff Merkle   VIDEO

During the diligence window, savvy investors are increasingly seeking early signals on the pricing opportunity – for both valuation and value gen considerations. Gaining an understanding of the pricing opportunity starts with a walk-through of multiple pricing factors. Chief among the various diagnostics is the pricing waterfall - the walk-down from list to pocket price, and identification of…
036

Diligence Considerations for Healthcare Provider Investments

By Lynt Johnson, MD, MBA

Private equity interest and deal activity for healthcare providers has certainly accelerated over the past decade. Platform acquisitions are particularly targeted as opportunities for back-office efficiency and revenue growth – and to address pricing power imbalances with the ever-focused payers.
020

Timing the Meeting (the Commercial Due Diligence Partner Meeting with Management)

By Mark Stein

It is well established practice to bring your commercial due diligence partner to the Management Meeting. It creates context and gives your diligence practitioner a first-hand view of what management represents to be most significant.

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