Phase 2: Due Diligence

Private equity, activist investors, limited partners, and strategic buyers acquire companies after an estimation of how they can accelerate value creation.

 

Many of the variables that have positive or negative impact on value creation fall into the sales and marketing function – both in terms of revenue growth and cost reduction. An intense assessment of the sales and marketing capabilities of a target company is critical to avoid a poor decision or an inaccurate offer. However many investors and their advisors are not experts in the sales and marketing discipline. This is where SBI can help.

 

  • Value Creation Plan
  • Addressable Market Size & Growth
  • Competitive Landscape & Positioning
  • Product/Market Mix
  • Distribution Strategy
  • CAC/LTV Analysis
  • Sales and Marketing Effectiveness
  • Pipeline and Forecast Accuracy
  • Cost Structure Analysis
  • Talent Evaluation

 

With the due diligence portion completed, it’s time to move on the final phase, Phase 3: Value Creation Plan.

INDUSTRY
STRATEGY AREA
CONTENT TYPE
Willingness to Pay vs Customer Experience Tool
April 22 2019
Willingness to Pay vs Customer Experience Tool
VIEW
Case Study: Activating the Product Function
April 17 2019
Case Study: Activating the Product Function
VIEW
Revenue Marketing Capability Assessment Tool
April 15 2019
Revenue Marketing Capability Assessment Tool
VIEW
previous
1 of 118
right
Loading...
SBI for Private Equity
SBI's March 2019 Private Equity Newsletter
Q1 Research Report for Private Equity Execution gaps threaten the 2019 strategy for your portfolio companies. The gap between strategy and execution is where value creation dies. Slow, fragmented execution is a recipe for a low exit multiple or even loss. SBI’s research has...
Read More
SBI for Private Equity
SBI's February 2019 Private Equity Newsletter
Why Do PE Firms Care About Customer Experience? PE firms invest because they know that additional capital will drive EBITDA and revenue, or they would not do it. So how does customer experience play into that investment strategy? It is a...
Read More
SBI for Private Equity
SBI's January 2019 Private Equity Newsletter
Are Your Portfolio Companies Optimizing Their GTM Resources? Waste and inefficiency are the enemy of growing enterprise value. It isn’t enough to simply have an org chart, budget plan, and strategy laid out. You must match up the right people, with...
Read More
SBI for Private Equity
SBI's August 2018 Private Equity Newsletter
Deciding Between Organic and Inorganic Growth A two-part series with Steve Grimshaw, the CEO of Caliber Collision, on how to orchestrate the perfect level of inorganic growth to grow revenue and maximize value for your company…     Establishing Interlock between Marketing, Sales,...
Read More

Stay up to date with our latest insights, benchmarks, strategies & more

CREATE AN ACCOUNT

Join our team of passionate professionals and find your full potential

ALL OPEN POSITIONS