- B2B & Professional Services
- Consumer Goods
- Education & Training
- Energy & Utilities
- Engineering, Construction & Real Estate
- Financial Services
- Industrials & Manufacturing
- Logistics & Transportation
- Pharma & Healthcare
- Primary Industries
- Public & Social Sector
- TMT (Telecoms, Media, Technology)
- Travel, Leisure & Hospitality
We support private equity firms across all stages of the portfolio lifecycle. We help our PE clients assess investment opportunities with market scans and commercial due diligence. We support their portfolio companies to address strategic and operational challenges, enabling them to reach their full potential through growth, performance improvement, digital transformation and commercial effectiveness. In the exit stage we work with PE firms and their portfolio companies to articulate the business’s growth potential, align stakeholders and realise a successful exit with vendor commercial due diligence.
Related case studies
Performance improvement for a high tech player
Delivered a complex and sensitive performance diagnostic for a PE-owned entity, leading to further investment and a shared way forward.
Our expert team of strategists built credibility with highly technical teams and conducted a diagnostic of cutting edge R&D entities and pipelines. The resulting recommendations would focus development, unlock group synergies, and more profitably utilise resources. Based on our granular and robust assessment, developed in close collaboration with company teams, the PE firm agreed to further investment, and the plan is now being implemented.
Commercial due diligence in fashion retail
Strategic due diligence in fashion retail, leading to our Private Equity client’s successful acquisition of the business.
Our detailed diligence combined market and competitor analysis with customer research in 4 markets to evaluate the growth potential for the brand across geographies, categories and channels over the next 5 years.
Commercial due diligence in additive manufacturing
Due diligence in a niche additive manufacturing sector with evolving technology, determining the true potential for a PE target.
This scenario-based project, grounded in a solid fact-base and acquired understanding of this particular technology and its future use-cases, unpacked and assessed long-predicted sector hockey-stick growth to build a robust view on the future outlook, the target’s ability to capture it, and the cash requirement to achieve that growth.
5-year full potential strategy for a luxury brand
For a PE-backed global luxury brand, developed a 5-year growth plan in preparation for a successful sale.
Following a turnaround, this rigorously prepared plan defined and validated the company’s growth strategy and full potential in Europe, the US and Asia. Developed in a highly collaborative process with management, the PE firm and bankers, the vision for success was grounded and aligned, leading to a broad range of buyers and an attractive valuation.
Growth strategy for a home heating manufacturer
Supported a PE-backed manufacturer to double its market share in the wake of a major brand reputation setback.
Our unpicking of the layers of influence on purchasing decisions, and insight into different players’ choices and perceptions, led to a thorough understanding of how and where to shift views and regain trust. This fuelled a dramatic recovery in market share and the PE-owner’s successful exit.
Value creation in home appliance aftercare
Developed an ambitious value creation plan with a PE-backed insurance player, transforming every aspect of the customer journey and set to deliver a £65m increase in EBITDA.
Working hand in hand with the executive committee and a dedicated client team, we developed an ambitious and achievable plan focused initially on digital transformation and cost reduction to create a scalable foundation for growth; the plan has already delivered sharply improved customer satisfaction as well as the targeted cost savings.
Vendor due diligence in machine parts cleaning
Commercial due diligence for a private equity-backed specialist cleaning provider, shaping a compelling and robust assessment to underpin a successful sale.
Based on diligent research and analysis, our grounded assessment of the industry’s size and our client’s potential supported a strong case for the continued profitable growth of the business - into the white space our work identified.
Commercial due diligence in homewares
Commercial due diligence in the homewares market for a PE client who went on to take a majority stake in the business.
With markets in a high state of uncertainty during the COVID-19 pandemic, and the target potentially enjoying a short-term boost, our team focused on the potential downside case. Our rigorous review of the market, company performance, international expansion potential and brand strength was instrumental to the client’s decision to invest.