Insights for Confident Decisions
Diligence Matters Best Practice Briefs are our ongoing series covering CDD best practices, including insights derived from over 20 years of real-world Commercial Diligence experience working with the largest and most reputable Principal Investors. We aim to assist our team and clients in developing and applying standard work methods for critical matters, ultimately leading to improved investment outcomes.
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Lessons from Diligence Best Practices
Taking Price Seriously in Commercial Due Diligence (CDD) Mandates
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 …
The “Continuation” Investment: How Familiarity Masks Friction
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 …
The Next Step Beyond NPS (Net Promoter Score)
A common metric leveraged in commercial diligence – NPS (Net Promoter Score) – is based on a single and simple question presented to users of a good or service: “On …
Gaining Momentum Around Price Early in Diligence
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 …
De-risking and Leveraging Brand Equity Ownership in Commercial Due Diligence
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, …
Brand Equity: Institutionalized or Individualized?
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 …
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