Private Equity Due Diligence & Value Creation

Led a multi-year digital transformation initiative for a Fortune 500 enterprise, modernizing legacy systems and implementing agile workflows that reduced operational costs by 35% and improved time-to-market by 60%. Through change management, stakeholder alignment, and phased implementation, we delivered measurable ROI while ensuring minimal disruption to business operations.

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The Problem

A mid-market PE firm needed rapid assessment of a manufacturing target with only 4 weeks until the exclusivity deadline. The target was claiming 23% EBITDA margins that needed independent verification. There was unknown exposure to raw material volatility and the management team capabilities were untested. The growth thesis was dependent on an unproven market expansion strategy that required validation before the firm could commit capital.

The Solution

Our comprehensive approach delivered actionable insights within the tight timeline. Commercial diligence validated the addressable market and assessed the target's true pricing power. Operational assessment identified $12M in quick-hit cost improvements that could be realized in year one. We evaluated management team capabilities and identified leadership gaps along with hiring needs. Our team built an actionable 100-day value creation roadmap and provided post-acquisition support with an embedded partner for the first 6 months.

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Feedback

"Their due diligence uncovered risks the sell-side bankers missed and identified upside we hadn't considered. We closed with confidence and achieved 2.3x MOIC in 3 years."

— David Kim, Managing Partner

Investment Return

2.3x

Multiple on invested capital achieved within three years of acquisition through operational improvements

Cost Savings Identified

$12M

Year-one EBITDA improvement opportunities identified through operational due diligence assessment

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