When we run operational diligence on a target, we focus on what changes the price or the plan. That means going past the data room and into how the business actually runs.
The output is a clear-eyed view of the business as it is, not as the seller’s deck describes it.
The earlier we’re involved, the more we can shape the deal. Most engagements fall into one of three windows.
Pre-LOI: Quick-turn read on the target’s operating reality. Usually a one to two week sprint focused on the highest-risk areas. Output is a red flag memo that informs your offer.
Confirmatory diligence: Full operational assessment between LOI and close. Two to four weeks. Output is a complete diligence report, value creation roadmap, and 100-day priority list. This is the most common engagement.
Post-close validation: First 30 days after close, when the deal team needs an independent read on what was assumed versus what’s true. Feeds directly into the 100-day plan.
Every deliverable is built to be used by your deal team and handed to the portco operating partner without translation.
The team running diligence has run plants, supply chains, and integration programs. When we tell you a cost-out target is realistic or aspirational, it's because we've executed against numbers like it before.
We have sector depth where PE deploys: food and beverage, healthcare and life sciences, packaging, transportation and logistics. We know what good looks like in these operating models and where the typical traps are.
If you want the same team that ran diligence to execute the value creation plan post-close, we do that. Continuity from diligence through value capture is the difference between a roadmap that gets used and one that sits on a shelf.
ODD engagements are tight by design. Most run two to four weeks with a small team, typically a partner, a senior operator with sector experience, and one or two analysts.
We work from the data room and management sessions, but the real value comes from site visits and operator-to-operator conversations with the target’s plant managers, supply chain leads, and functional heads. That’s where the operating reality shows up.
We coordinate with your financial and commercial diligence providers so the workstreams reinforce each other rather than overlap.
For pre-LOI work, within 48-72 hours. For full confirmatory diligence, within a week of engagement.
Yes. Most of our ODD engagements are with deal teams who haven’t worked with us before. The work stands on its own.
We compete on a different axis. The Big 4 bring scale and process. We bring operators who’ve run the kind of business you’re buying. For PE deal teams who want an operator’s read, that’s the value.
If you want continuity, yes. Many of our PE clients ask for the same partner and senior operator to stay through the first 100 days and beyond.
Food and beverage, healthcare and life sciences, packaging, transportation and logistics.