Strategex, Inc.

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Expert Insights

4 Ways to Turn a Profit on Secondary Buyouts

Secondary buyouts (SBOs) have been on the rise over the last two decades, and even more so in the last two years. SBOs now account for nearly one-third of all deals and more often than not, these deals come with a premium attached to the purchase price. According to Pitchbook, this premium now averages nearly 14%. Pitchbook hypothesizes that these premiums are attributed to the shifting profile of firms seeking SBOs: larger firms with more dry powder, increasing pressure from limited partners to deploy capital, and favorable macroeconomic conditions.

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5 Ways Tariffs are Impacting M&A Deals

Based on thousands of in-depth interviews with B2B decision makers, we have observed five ways that tariffs are impacting M&A deals and portfolio management strategies.

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5 Key Questions to Include in Customer Satisfaction Surveys

Asking the right questions is crucial to the success of any customer satisfaction survey. For studies that combine both structured and open-ended questions, we have found that including the following five topics will help ensure you gain a clear understanding of how your company is performing, and what areas are most in need of improvement.

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Expert Guide: Mergers & Acquisitions 2018

Strategex Vice President Anthony Bahr shares Five Guidelines to Prevent Failed Cross-Border Deals with Corporate Livewire in their 2018 M&A Expert Guide. In the definitive guide, Bahr writes, “Based on our experience conducting customer due diligence on behalf of global private equity firms and strategic acquirers, we have developed five guidelines for improving customer retention […]

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The High Value of Taking Customer Due Diligence to the Next Level in A “Buy and Build” Environment

By Anthony Bahr, Vice President It is well-documented that roughly 60% of the value created by a merger or acquisition can be attributed to top-line growth. But, in today’s persistently low-growth economy it can be difficult for companies to organically increase revenue. This reality, combined with near-record high amounts of dry powder and a loose […]

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5 Steps to Building a Customer-Centric Business Model

by Kay Cruse, Vice President, VOC How do best-in-class companies and their investors overcome obstacles that hamper growth? The most successful performers identify underserved and unmet customer needs, then work to fulfill them better than their competitors. This article shares 5 critical steps in building a customer-centric strategy to propel productivity, sales, and profits. 1. Identify […]

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How Customer Due Diligence Led to a 30% Reduction in Offer Price

by Kay Cruse, Vice President, VOC The core of any business is its customers. Their loyalty and perception of the business can tell you as much or more than financial records about the company outlook. Customer due diligence — the process of gathering insight on the stability of customer relationships — is a powerful way to determine […]

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10 Questions to Ask Every Acquisition Target

by Kay Cruse, Vice President, VOC 70% to 90% of all acquisitions fail to achieve the results acquirers want. Why? Most often, failure is directly tied to the integration plan and frequently, to diligence that wasn’t quite as effective as it could be. According to a 2015 industry study by McKinsey & Company, companies with the best M&A […]

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Top 5 Tips for Improving Your NPS Score

by Tom Taber, Managing Director, VOC Just over a decade since its introduction, NPS (Net Promoter Score) is now widely recognized in the market. Everyone who’s anyone in business leadership seems to be measuring NPS and discussing it routinely on blogs, in boardrooms, and at conferences around the world. And finally, the conversation is evolving — […]

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