Private Equity Research

Support your investment decisions with comprehensive market research, due diligence insights, and post-acquisition strategies that maximize portfolio company value and ROI.

Specialized Private Equity Research

From pre-investment due diligence to post-deal value creation, we provide the market intelligence you need to make informed decisions and drive portfolio success.

Due Diligence Research

Comprehensive market research and commercial due diligence to validate investment opportunities, assess market potential, evaluate competitive positioning, and identify key risks and opportunities before making acquisition decisions.

Research Areas:

  • Market Analysis and Trends
  • Competitive landscape analysis
  • Customer insights and base analysis
  • Regulatory and Legal Risks

Value Drivers:

  • Validate market opportunities
  • Assess growth potential
  • Identify risks early
  • Inform deal valuation

Typical Timeline: 4-8 weeks

Fast-track research designed to support your investment timeline while providing comprehensive insights.

Post-Deal Alignment

We provide customer loyalty insights, brand positioning strategies, employee satisfaction assessments, and pricing optimization to maximize revenue, strengthen market presence, and ensure seamless integration for sustainable growth post-acquisition.

Value Creation Focus:

  • Customer Satisfaction and Base Analysis
  • Brand Positioning Assessment
  • Employee Satisfaction Assessment
  • Pricing Analysis

Value Drivers:

  • Boot retention and cross-selling
  • MSharpen differentiation to win share
  • Retain talent for integration success
  • Optimize revenue, maximize revenue

100-Day Plan Support

Immediate post-acquisition research to establish baselines, identify quick wins, and set strategic direction.

Tangible Benefits for Both Buyer and Seller

Our methods and experience can deliver clear, measurable benefits on either the selling side or the buying side of most transactions:

Seller-Initiated Commercial Due Diligence:

  • Prepares company for sale or merger
  • Anticipates and addresses buyer questions
  • Identifies and mitigates organizational risks
  • Improves transparency and readiness
  • Increases valuation and speeds up M&A process

Buyer-Initiated Commercial Due Diligence:

  • Validates investment opportunity and market potential
  • Identifies key risks and mitigation strategies
  • Supports accurate deal valuation
  • Accelerates decision-making process
  • Provides post-acquisition integration insights

Measurable ROI Impact

Our research consistently delivers 15-25% improvement in deal certainty and transaction speed, with clear documentation of value drivers and risk factors.

Our Private Equity Research Expertise

Deep experience across industries and deal stages, with a proven track record of supporting successful private equity investments and value creation initiatives.

Risk Assessment

Identify and quantify market & operational risks

Growth Opportunities

Uncover new revenue streams and expansion paths

Value Creation

Data-driven strategies to maximize portfolio returns

Buyer-Initiated Commercial Due Diligence

Healthcare & Life Sciences
Technology & SaaS
Consumer Products & Retail
Industrial & Manufacturing
Financial Services

Deal Types

Growth Capital
Buyouts (Mid-market)
Platform Acquisitions
Add-on Acquisitions
Distressed Investments

Partner with PE Research Specialists

Leverage our deep private equity research experience to make better investment decisions, reduce risks, and maximize returns across your portfolio.