M&A advisory

The commercial side of the deal, before and after close.

Before close, a plain read on the revenue you're buying. After close, a written plan to protect it.

Presque also advises buyers and owners on the commercial side of a deal. Before close, I tell you what you're actually buying. After close, I write the plan that protects the revenue you paid for.

01

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.

What's covered
  • 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
Deliverable

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.

Ideal for

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.

Proof point

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.

02

Revenue integration planning

Most integration plans are thorough on systems, finance, and headcount and thin on revenue. That's where the value leaks. I write the commercial side of the first-year plan and give the sponsor something specific to hold the business to.

What's covered
  • Account protection sequence: which customers to reach in the first two weeks, who calls them, and what they're told
  • Territory, channel, and rep overlap resolution when two sales organizations combine
  • Pricing harmonization across the combined book, with margin impact quantified
  • Forecast reset: a 90-day forecast the board can actually use, with confidence levels
  • Sales leadership requirement: what the seat needs to look like for the next two years, and whether the current leader is the right one
  • Commercial KPI cadence for the sponsor's monthly and quarterly reviews
Deliverable

A written first-year commercial integration plan, a 90-day forecast, and a recommended operating cadence. Delivered in the first 30 to 45 days after close. Ongoing advisory to the sponsor and the sales leader available on a monthly basis.

Ideal for

Sponsors in the first 90 days after a platform or add-on close; owners integrating a bolt-on; boards that inherited an integration that's behind on revenue.

Proof point

Led the commercial integration of a $100M acquired business to $130M in year one while holding margin and keeping on-time delivery above 95%.

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