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. Sometimes the original moat weakens, …
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. …
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. Throughout this diagnostic, Voice of Customer (VoC) research is …
Why Moats Matter: The Evidence on Investment Returns The Quantitative Evidence: Economic Moats Deliver Exceptional Return Research consistently demonstrates that companies with durable competitive advantages generate substantially higher returns: Wide-moat …
投资备忘录和收购目标中对竞争优势的宣称几乎无处不在——然而，尽管经济护城河已被证明能够预示和推动投资回报，但大多数商业尽职调查……
为什么延续投资决策需要重新评估而非再次确认？延续投资及其类似投资已成为私募股权流动性的重要组成部分。然而，太多延续投资却被视为……
商业尽职调查中常用的一个指标——净推荐值 (NPS)——基于向商品或服务用户提出的一个简单问题：“关于……
Using pricing as a lever is massively powerful, yet pricing is an often overlooked and underappreciated part of diligence. Several years back, one of the large corporate finance consultancies did …
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 …
In Commercial Due Diligence, it’s often the assumption that customer relationships are an “asset” of the business, but that’s not always the case. The reality is that for many businesses, …
Evaluating the degree to which Brand Equity lies with a target company versus with individual sales and service reps of the company should be a key exercise in Commercial Due …
What do you want to be when you grow up? This classic question isn’t often examined when it comes to tech (and SaaS) companies seeking growth equity capital. In an …
我们为希望对自己的交易进行更深入尽职调查的投资者提供商业尽职调查框架。.
