We pressure-test the investment case across commercial, financial, and operational dimensions — surfacing risks the headline numbers miss and value others overlook. Sometimes the most valuable answer is walk away.
Commercial and transaction due diligence protects capital and uncovers hidden value — testing the market position, the plan, and the numbers before the money moves. Sometimes the most valuable answer we give is ‘walk away’.
Sub-services we provide
Buy-side commercial DD
Market, position, and plan, stress-tested.
Sell-side / vendor DD
A credible, defensible equity story.
Operational DD
The operating reality behind the numbers.
Market & competitive DD
Demand durability and competitive trajectory.
Synergy & dyssynergy assessment
Value created — and value at risk.
How we approach it
- Frame the case. Identify the assumptions the deal depends on.
- Test the market. Assess demand durability and competitive trajectory.
- Probe the risks. Surface the red flags across every workstream.
- Call it straight. Recommend proceed, renegotiate, or walk away.
Where this shows up
- Stress-testing a US$100M+ acquisition target.
- Quantifying dyssynergies in a separation.
- Vendor diligence to prepare an asset for sale.
What we bring
- Diligence that surfaces what headline numbers hide.
- We have advised against deals — and saved the capital.
- Commercial, operational, and financial lenses in one view.
Our experience
On an ICT target, our diligence steered the client away from a US$100M+ acquisition due to a declining market position.