Commercial & Operational Due Diligence

Once potential investments are sourced strategic buyers and financial sponsors move into a rigorous phase of due diligence. Leverage our extensive strategic and operational experience, Elevation Gained offers two key types of due diligence – Commercial and Operational Due Diligence.

Below we provide an approach for our Commercial Due Diligence services, which we ultimately tailor to every clients’ current situation and goals.

Step 1 – Document Review & Thesis Design

Goal: Understand desired business model & develop thesis

Process:

1.Review existing business plans & pitch decks

2.Assess information Company provides on current environment and market data

3.Hold kickoff and other relevant sessions with core subject matter experts (SMEs) to establish desired business plan, model and investment thesis

Step 2 – Market Sizing & Segmentation

Goal: Size market opportunity & map market segmentation

Process:

1.Size market from top-down using existing internal data and secondary research methods

2.Interview relevant SMEs for bottom-up sizing inputs, conduct relevant research and develop sizing models

3.Capture high-level segmentation

dand value proposition and business model

Step 3 – Customer & Supplier Feedback

Goal: Capture feedback on proposition from key customers & suppliers

Process:

1.Design customer and supplier interview questionnaires

2.Interview select customers and suppliers

3.Develop brief for customer research findings

4.Develop brief for supplier research findings

5.Share initial findings with project sponsor

Step 4 – Competitive Analysis & Positioning

Goal: Analyze industry structure & map competitive position

Process:

1.Develop draft of industry structural analysis using 5 Forces framework

2.Validate framework and fill gaps via primary and secondary research interviews

3.Develop league tables ranking competitors

4.Develop competitive positioning maps

5.Draft industry & competitive brief

Step 5 – Business Plan Achievability

Goal: Evaluate plan against market, customer & competitive data

Process:

1.Consolidate findings from sizing, segmentation, customer & supplier feedback, and industry & competitive briefs into matrix

2.Insert assumptions and data-driven hypothesis summary into matrix

3.Evaluate feasibility of achieving business plan based on data gathered

Step 6 – Report & Presentation Development

Goal: Write report, develop storyline & complete presentation

Process:

1.Brainstorm storyline (report outline)  based on review of business plan feasibility matrix summary

2.Review with day to day client project lead, if relevant or available

3.Write Word report following executive summary format

4.Develop PowerPoint deck

5.Hold strategy session with key stakeholders