← All expertise
Practice
05
What you keep
A diligence report with a clear view, a value-creation plan and a 100-day plan
Typical engagement
3 to 6 weeks for diligence, 12 weeks after close
Discuss this practice
→
The question
Is the plan in the information memorandum real, and what would it take to beat it? Investors need a view they can defend at the investment committee, delivered on the deal timetable.
How we work
We combine customer interviews, market models and an outside-in read of operations. We say what we believe and how confident we are, in numbers.
Market and customer diligence
Value-creation plan with owners and milestones
100-day plan for the management team
What you keep
A clear recommendation and a plan the new owners and managers both sign up to.