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Commercial Due Diligence examining a SaaS target on behalf of a Silicon Valley PE fund

We helped a private equity fund size and segment the market for a B2B technology player.  Our insights gave the deal team additional insight needed to complete the transaction and informed strategic priorities in post-merger integration.

Results and Impact

Our findings revealed that the B2B software provider was operating in a highly lucrative market with comparatively weak competitors.  While cost pressure was a concern, our findings suggested the market would continue to grow as more customers migrated away from "pen and paper" and toward advanced technology solutions like those offered by the target.

Image by Cytonn Photography


A Silicon Valley-based private equity fund with $15B+ under management approached one of our consultants asking for support in executing commercial due diligence.  Our team executed the project in a two-week time frame with limited follow-on requests during week three. 

Business Meeting


Our diligence included 15 interviews of CXOs and careful examination of 3rd party research reports related to the space.  Coupling these insights with web-search of publicly available records enabled our team to develop a detailed view of the market, including segmentation, expected growth and market share over time.  Our findings were synthesized into a management prestation with read-outs performed at weekly intervals.

Taking Notes
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