Sell-Side — Vendor Due Diligence

Our sell-side portfolio strategy for mergers and acquisitions, private equity funds, and their portfolio companies involves a vendor due diligence approach that adopts the perspective of a potential buyer, focusing on key areas of interest. We identify revenue-generating segments, growth potential, and any risks involved. This "buyer lens" strategy enhances the sales process, particularly in auctions, by providing valuable insights and a solid fact base that complements publicly available data.

In exit planning, we assist in identifying the best natural buyer and develop a strategic thesis, starting as early as pre-acquisition. Our process encompasses value creation, vendor due diligence, and the formulation of an equity story and ownership strategy.

We work closely with clients to objectively present market dynamics and the company’s position within it. By simplifying complex information, we ensure potential buyers gain a clear understanding of the market landscape. This equips them with the insights needed to make informed decisions. Additionally, we collaborate with sellers to effectively communicate the business's potential, acting as a trusted third party throughout the process.