Mergers and Acquisitions

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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. …

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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 …

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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 …

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Customer Loyalty – What is it? How Can You Measure and Manage It?

Customers make decisions about where to spend their time, money, and effort every day. They might be business buyers between 9 to 5, but consumers the rest of the time. In either case, the scenario is always the same for the seller – to make their product or service offering the preferred choice. They do …

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