Commercial due diligence
Financial diligence tells you what the revenue was. Commercial diligence tells you what it will be after you own it. Greg brings an operator's view to the target's customer base, pricing, and sales organization, and gives 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 TE Connectivity, including one multi-billion-dollar target evaluation. Built an AI-enabled synergy model to stress-test distributor economics inside a compressed diligence window.