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.

Sales Strategy
How Private Equity Firms Accelerate Growth
Private equity firms feel stress at the beginning of each quarter. You need your portfolio companies to make the number. As a board member, you are constantly asking yourself, “how can we accelerate our growth rate?”  This post is focused on helping...
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Marketing Strategy
Will You Survive Private Equity Ownership?
Chief Marketing Officers are in a position to thrive under Private Equity (PE) ownership. PE firms invested because they want the upside, and marketing is a key ingredient to revenue generation.    Chief Marketing Officers who help PE firms create value in...
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Go-To-Market Strategy
7 KPIs to Evaluate Go-To-Market Effectiveness
Evaluating the effectiveness of a Go-to-Market (GTM) strategy, and the team driving it, is a challenge. How do you know if you have the right GTM strategy?  Here are 7 KPIs a CFO can use to assess their GTM plan...
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Sales Strategy
How to Double Your Organic Revenue Growth
Joining us as our guest expert is Jason Close, a key member of the team working behind the scenes of the successful Global Payments growth story. Global Payments literally doubled their revenue growth in a short period of time. Jason is here to...
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