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Insights

The KPI That Matters Most

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CX Design: Develop the Ideal Customer Experience

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Insights to Ignite Winning Strategies.

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Analyzing Churn During SaaS Due Diligence

Maximize the odds of successful SaaS acquisitions by going beyond traditional churn and loyalty metr...
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The New Age of Risk, Diligence, & Growth

As the global economy heads into recession, investors are becoming more focused on identifying M&...
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WATCH NOW: Overcoming the Blindspot in B2B Due Diligence

In this recording, Strategex shows you how to use Customer Due Diligence to mitigate risk and accele...
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Maximize Sale Prices with Customer Due Diligence

In today’s environment of long holding periods and record-high multiples, the use of third-party sel...
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Strategex, LLC Expands its Private Equity Solutions to Include 80/20 Value Creation Consulting

Management consulting firm Strategex, LLC announced an expansion of its private equity solutions to ...
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Who Cares About Culture? Customers Care. A Lot.

What kind of company growth do you want to have? What kind of company culture are you buying into? Y...
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Three Questions to Answer Before Raising Prices

Boosting topline revenue via price increases is one of the easiest ways to kickstart value creation ...
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Watch Now: Accelerate Value Creation with Customer Insights

Strategex Vice Presidents, Anthony Bahr and Kay Cruse demonstrate how two customer insight tools – 8...
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Why NPS Can Be Misleading When it Comes to Customer Due Diligence

NPS is not perfect. The truth is that no single measurement is, especially when it comes to somethin...
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Customer Insights: Best Practices for Business-to-Business Companies

Strategex leaders explain the fundamentals of customer research. Our experts cover gaining intel on ...
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5 Best Practices in Conducting Customer Due Diligence

Secondary buyouts (SBOs) have been on the rise over the last two decades, and even more so in the la...
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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 la...
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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 ...
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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 studie...
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Using a Customer Insights Study to Support M&A Due Diligence

According to Gary Arakelian, Managing Director with Stevenson & Company in Evanston, Illinois, “...
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Expert Guide: Mergers & Acquisitions 2018

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

We’ve been able to validate that the strength of the relationship between a target company and its c...
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5 Steps to Building a Customer-Centric Business Model

This article shares 5 critical steps in building a customer-centric strategy to propel productivity,...
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How Customer Due Diligence Led to a 30% Reduction in Offer Price

We recently worked with a multibillion-dollar packaging company to conduct customer due diligence on...
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10 Questions to Ask Every Acquisition Target

According to a 2015 industry study by McKinsey & Company, companies with the best M&A result...
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Facing the M&A Challenge - One Key to Success: Customer Intimacy

According to a recent global industry study by McKinsey & Company, companies with the best M&...
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Do Long Holds in Private Equity Reduce Value Overall?

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How to Grow a New Acquisition with Customer Feedback

As a new buyer, you’re likely sorting fact from fiction, trying to understand how the business is pe...
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M&A Activity Is at an All-Time High...And So Are the Risks

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Net Promoter Scoring: A New Gauge on Company Performance

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Meet The Experts

Great work begins with great talent. Our experts have an average of more than 30 years of experience in successful leadership. They've grown multi-million dollar organizations. They've worked in nearly every industry from industrial manufacturing to consumer goods to software-as-a-service, and beyond. Now, they're ready to guide you to transformative results.

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