M&A Due Diligence
We work with acquisition teams to manage risk and identify potential synergies through interviews with the target company’s customers.
We conduct the interviews leveraging our proprietary M&A interview guide or with your interview guide.
Most standard M&A due diligence checklists recommend interviewing the target company's 20 largest customers in each of the last two fiscal years.
Investment Due Diligence
We work with both strategic and private equity investors to better understand an investment candidate’s market, traction and product-market fit.
Most investment due diligence checklists recommend interviewing 5 to 10 customers including a mix of established and new customers.
Strategy Due Diligence
Customer interviews can inform several aspects of strategic decision making.
We work with consultants and corporate strategy teams to conduct:
Lost customer analysis
New market entry exploration
Competitive assessment
