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.
Context
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.
Approach
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.
