Acquisition thesis
What to buy, why, and the criteria a target must meet, tied to the company's strategy.
M&A strategy & due diligence
Buy the right companies, at the right price, with eyes open.
Acquisition strategy, target screening and buy-side diligence focused on what the financial due diligence doesn't cover: the market, the customers, the operations, the management team, and whether the value case behind the price holds up.
WHEN COMPANIES CALL US
You may need this if…
- You want to grow by acquisition but don't have a clear list of what to buy and why.
- Bankers keep sending deals and you need a fast way to say yes or no.
- A deal is under letter of intent and the commercial assumptions haven't been tested.
- Previous acquisitions didn't deliver the synergies in the model.
WHAT YOU GET
Outputs your team keeps and uses.
Target screen
A ranked list of potential targets with fit, size and likely availability.
Commercial due diligence
Market, customers, competition, pricing power and revenue quality, including customer interviews.
Operational due diligence
Operations, systems, people, cost structure and the integration effort required.
Value case review
Whether the synergies and growth in the model are realistic, and what they will cost and take to achieve.
HOW IT WORKS
The work, step by step.
- 1Weeks 1–3
Thesis
Define what to buy and why, and the screening criteria.
- 2Weeks 3–8
Screen
Identify, profile and rank targets; support first approaches if needed.
- 33–6 weeks per deal
Diligence
Test the market, customers, operations and value case; report red flags early.
QUESTIONS THIS ANSWERS
- What kind of company should we buy, and why?
- Is this target's revenue as good as it looks?
- What will integration really cost, and how long will it take?
- Are the synergies in the model achievable?
HOW WE MEASURE IT
- Deals screened and progressed
- Diligence red flags found before signing
- Synergies achieved versus the deal model
- Time from LOI to close
RUN THE NUMBERS FIRST
Free calculators for this decision.
Each one runs in your browser with your own numbers. Nothing is sent to us unless you choose to share it.CLIENT EXPERIENCE
What clients say about our finance, cash & transactions work.
For our acquisition of Modular Water, they really built the case with deep research. Highly professional. They took the time to work through a number of iterations of the project and maintained outstanding communication. Highly recommend.
Riggs EckelberryCEO, OriginClear HoldCoWe can’t say anything except they are incredible. They helped prove the valuation, the market, and craft the story for multiple presentation – both direct for sales decks and investors.
Dr. Mona HovaiziFounder & CEO, Gaux / Health Career CertsWHERE THIS COMES UP MOST
Industries where this work matters.
COMMON QUESTIONS
Before you get in touch.
No. Financial and tax due diligence (quality of earnings) stays with accounting firms; we cover the commercial, operational and value-case questions.
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