Strategex
We identify the most valuable customers and value streams and make actionable recommendations you can use leading up to a sale, or post-acquisition to jumpstart value creation.
Our customer due diligence process uncovers insight into the health and loyalty of your target’s customer base so you can move forward with confidence.
After an acquisition, we jumpstart value creation by issuing a first 100-day action plan.
We work hand-in-hand with portfolio companies to implement 80/20 Profit & Growth. Strategex’s 80/20 process is designed to optimize business performance at all levels, develop a culture of meaningful results, deliver record levels of Operating Income and EBITDA improvement, and effect measurable shareholder returns. And it works. When a company commits to 80/20, it works 100% of the time. In fact, we can guarantee a 10x ROI, but most clients see 25x.
Our clients start seeing results in 6 months.
Throughout the holding period, we help portfolio companies gain profitable market share growth. We improve a portfolio's sell-side positioning, strengthen the IRR, and enable a faster return on investment.
As one client put it, "There is no other process more tuned to the speed of execution and value creation needed than in the PE space. 80/20 should be taught in every major business school in the country."
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Related Content
How do you know your acquisition target has the secure customer base they claim? You conduct customer research with Strategex. We've got 20+ years of experience researching and analyzing customers. And, we support $1.4B in transactions every year.
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In this webinar recording, Strategex experts demonstrate how to use 80/20 for drastic financial improvement to mount a successful exit strategy. Learn how to make rapid improvements to the bottom line without compromising a company’s ability to grow under new ownership. Whether your company is thriving, stagnating, or languishing, 80/20 methodology can make a lasting material impact in 90 days.
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Customer Due Diligence
–We provide customer insights to help mitigate risk, negotiate a better purchase price, and jumpstart value creation.
We'll help you uncover and address:
80/20 Value Creation & Portfolio Management
+80/20 methodology is a value creation accelerant like none other.
We use this methodology to develop strategies to help portfolio companies gain profitable market share growth:
Customer Experience
+We help you unlock a portfolio company’s full potential by developing CX strategies with a measurable ROI.
Our work enables portfolio managers to:
We provide customer insights to help mitigate risk, negotiate a better purchase price, and jumpstart value creation.
We'll help you uncover and address:
80/20 methodology is a value creation accelerant like none other.
We use this methodology to develop strategies to help portfolio companies gain profitable market share growth:
We help you unlock a portfolio company’s full potential by developing CX strategies with a measurable ROI.
Our work enables portfolio managers to:
Client Testimonials
“Good customer due diligence allows us to leverage some of the positive aspects of a company while surfacing competitive risks and exposures at the same time. We rely heavily on the Net Promoter Score which influences how we think about the potential for future market share gains and losses.”
“Our Management team really values that work and the end report, more so than the quality-of-earnings report and some of the other financial analysis.”
“Strategex provides us with a mechanism to help us understand where our companies are with their customer relationships, where they can improve them, and a mechanism to help improve them. Strategex takes the risk out of the equation.”
“Strategex’s work is maybe the most important aspect of due diligence. The investment will either likely be a success or not a success depending on how we respond to what we heard during the CDD. It’s totally invaluable.”
“At this point, I cannot live without Strategex. I have brought Strategex into every business I’ve led. The results are always transformative.”
A Few of Our Clients
We have worked with ~100 private equity firms.
We use an 80/20 framework which enables fast results. We know you're all about speed: we're committed to helping you grow faster, sell faster, and achieve a rapid ROI.
Learn More About 80/20
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