Serving a wide-range of clients, one pattern that I have noticed is the degree to which the strongest Corp Dev groups (the “Strategics”) consider customer segments as a means for …
Regardless of where any of us stand on a political spectrum, there is a superbly valuable due diligence lesson for investment teams that derives from the behavioral sciences of psychology …
Conducting commercial diligence that matters should equip the new owner and the leadership team with insights that can quickly make an impact on market share and pricing opportunities (among other opportunities). One …
Most commercial diligence projects will query the channel and the end-customers to measure price sensitivity. Most CIMs will have a graph indicating the degree to which customers are, or are …
The common case: The target asset (i.e., the target company) has a demonstrated track record of running a good business, enjoys healthy margins and some nice growth. The research indicates that …
The Amazon Whole Foods tie-up is certainly throwing more than a couple of mature industries for a loop: food production, logistics and distribution, mass-retail and groceries. Since the announcement (and …
I’m fairly certain that just about every commercial diligence assignment conducted is going to include measurement of the asset’s commercial strength relative to customer needs and expectations, and relative to …
What is more important when looking at a deal: the strength of demand drivers, or the strength of the target company’s brand equity? With rare exception, Demand – not Choice …
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 …
In one of our earlier articles, we referenced how important it is to accurately define the market when it comes to market sizing requirements. Per that article, “Having clear definitions …
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 …
Anyone who has worked deals in the industrial engineered products and components markets in the last decade likely encountered a common diligence issue (although the issue is by no means …
Our Commercial Due Diligence framework, available to investors who want to run sharper diligence on their own deals.
