INVESTMENT ADVISORY
Commercial, operational and technology due diligence
Assess the market, economics, operations, data, architecture and cyber risks so the conclusion supports both the investment decision and the first 100 days.
Discuss the task ↗The question shaping the decision
A list of findings does not show how an issue affects price, deal terms or the growth plan. We connect evidence to decisions.
Every risk needs an owner, evidence and mitigation path
- Commercial logic and revenue concentration
- Operational resilience and key dependencies
- IT architecture, data and cybersecurity
- Risk register and mitigation plan
Scope, data sources, review independence and outcome criteria are agreed before work begins.
Our approach
From the question to a decision.
- 01
Frame the thesis
Define the investment logic, screening criteria, mandate boundaries and questions that can change the decision.
Thesis and decision map - 02
Build the evidence
Test the market, economics, rights, operations, technology and the quality of available data.
Model and risk register - 03
Align the transaction
Connect findings to valuation, terms, accountability, milestones and the transition plan.
Terms and closing plan - 04
Create value
Launch the first 100 days, reporting, digital change and regular review of investment assumptions.
Governed change portfolio