Commercial due diligence
Financial diligence tells you what the revenue was. Commercial diligence tells you what it will be after you own it. I bring an operator's view to the target's customer base, pricing, and sales organization, and give the buyer a plain answer on what will and won't survive a change in ownership.
- Customer concentration and relationship ownership: who actually holds the top 20 accounts, and whether they stay if the founder or a key rep leaves
- Pipeline quality: real stages, real next steps, and how much of the forecast is hope
- Pricing discipline and margin durability, including exposure to commodity and freight volatility
- Sales organization assessment: structure, coverage, compensation, and an honest read on the people
- Channel and distributor economics
- Revenue synergy and dis-synergy estimate for add-on and platform combinations
A written diligence memo with findings, quantified risks, and specific first-100-day recommendations. Delivered inside the buyer's diligence window, typically two to four weeks.
PE sponsors evaluating industrial and B2B platforms and add-ons; corporate development teams at strategic acquirers; family owners preparing a business for sale who want to see it the way a buyer will.
Participated in four M&A diligence cycles at an industrial manufacturer, including one multi-billion-dollar target evaluation. Built an AI-enabled synergy model to stress-test distributor economics inside a compressed diligence window.