Mergers and Acquisitions

Why Private Equity Deals Are Taking Longer—and What to Do About It

Over the past year, we’ve noticed a dramatic shift with our private equity clients—one that stands out in nearly 30 years of helping firms drive successful transactions. Deals are hitting roadblocks, negotiations are dragging, and the process is moving at a snail’s pace. In an industry built on speed and decisiveness, this slowdown is more …

Why Private Equity Deals Are Taking Longer—and What to Do About It Read More »

person writing on a whiteboard

What is Customer Due Diligence?

A value-centered approach to analyzing deals through the lens of the customer. Financial due diligence only tells part of the story.  As 68% of Private Equity leaders anticipate deal activity to rise in 2021 and multiples continue to grow, it is more important than ever to ensure opportunity areas and systemic risks are identified pre-transaction. …

What is Customer Due Diligence? Read More »

3 Types Of People You Need To Talk To During Your Due Diligence

During a merger or acquisition, the diligence process is focused on risk:  are there any financial indicators of failure?  Companies that go above and beyond in assessing risk go beyond the financials and look at customers to uncover risks and possible opportunities. Several times, we have heard customer interviews are done infrequently at best, or …

3 Types Of People You Need To Talk To During Your Due Diligence Read More »

VIDEO: Calculating Customer Financial Value

Calculating the financial value of an enterprise is a valuable exercise for any organization, and a great tool to inform ongoing decisions and strategy. Enterprise value calculation has really changed over the last 30-40 years.  It used to be based on hard assets – machinery, equipment, inventory, buildings, etc.  Since then, it has shifted to …

VIDEO: Calculating Customer Financial Value Read More »