PRIVATE EQUITY SOLUTIONS
Discover the most attractive and valuable customers, markets, products, and add-on targets. Get actionable recommendations you can use leading up to a sale, or post-acquisition to accelerate value creation. Make informed investment decisions, minimize risks, and optimize the performance of your portfolio companies with Strategex's Private Equity Solutions.
We don't just tell you where you can succeed. We tell you how you can succeed.
Ranging from exploratory market assessments to sell-side due diligence and everything in between, Strategex’s Private Equity Solutions practice offers measurable and actionable value at each stage of the transaction cycle.
Our team has worked with over 150 firms throughout all deal phases. More than 80% repeat because our work delivers, we understand PE expectations, and we share a common language.
With decades of experience in corporate strategy and B2B research, portcos trust us too. We work with firms and portfolio management teams to ensure strategic alignment, integration, and execution.
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Strategex Solutions Designed for Private Equity
We help our clients make more informed investment decisions, minimize risks, and optimize the performance of their portfolio companies.
Our market assessments uncover major growth opportunities that average 8.5 times a company's starting revenue.
Depending on where you are in the deal phase, we'll customize the work to find answers, insights, and opportunities. Our customizable Market Assessments inform strategic decisions and optimize growth strategies.
Find out the extent to which a company can grow with a complete growth evaluation. We combine VOC studies with Market Assessments to give you a holistic view of your target's business landscape: customer health, market dynamics, and growth potential.
There are endless target companies, add-ons, markets and sub-markets—we give private equity firms clarity around investment strategy in as little as three weeks.
Our Customer Due Diligence offering is so powerful, it can stand alone. We've got 30+ years of experience researching and analyzing customers. And, we support $6B in transactions every year.
In less than 30 days, we assess customer relationships, identify at-risk customers, and provide customer-centric value creation strategies.
Our team is poised to make your investment thesis a reality. After an acquisition, we jumpstart value creation by issuing a first 100-day action plan.
Then, 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.
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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.”
Make more informed investment decisions, minimize risks, and optimize the performance of your portfolio companies.
Market Assessments
–We offer pre and post-acquisition research designed to provide actionable information to support organic & inorganic growth within portfolio companies.
We offer a variety of customizable market research services to discover and evaluate growth opportunities:
Commercial Due Diligence
+Commercial Due Diligence uncovers key issues that can impact valuation, purchase negotiations and deal viability. In a few weeks, we deliver a robust analysis of a target's customer base and its market position & potential.
We gather customer and market insights that are crucial for shaping successful deals.
Strategex's Commercial Due Diligence examines factors like:
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:
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:
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:
We offer pre and post-acquisition research designed to provide actionable information to support organic & inorganic growth within portfolio companies.
We offer a variety of customizable market research services to discover and evaluate growth opportunities:
Commercial Due Diligence uncovers key issues that can impact valuation, purchase negotiations and deal viability. In a few weeks, we deliver a robust analysis of a target's customer base and its market position & potential.
We gather customer and market insights that are crucial for shaping successful deals.
Strategex's Commercial Due Diligence examines factors like:
We provide customer insights to help mitigate risk, negotiate a better purchase price, and jumpstart value creation.
We'll help you uncover and address:
We help you unlock a portfolio company’s full potential by developing CX strategies with a measurable ROI.
Our work enables portfolio managers to:
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:
A Few of Our Clients
We have worked with more than 150 private equity firms on countless deals. 80% of our work is repeat business.
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
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.
Learn More
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