We combine market data and customer insights to give you an accurate commercial evaluation and powerful recommendations.
LOOKING FOR CUSTOMER DUE DILIGENCE?
Find out the extent to which a company can grow with a complete growth evaluation combining the rigorous analysis of VOC studies with the strategic insights of M&A Market Assessments.
Our thorough evaluations provide a holistic view of your target's business landscape: customer health, market dynamics, and growth potential.
150+ private equity firms trust us to uncover issues that impact valuation, purchase negotiations and deal viability. We give you confidence in your investment strategy.
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Evaluate the viability and potential of any target in any industry. In a few weeks, we deliver a robust analysis of a target's customer base and its market position and potential.
Along the way, we identify areas for expansion, market entry, wallet share growth, and value creation. These insights are used post-acquisition to help portfolio companies grow, retain, and win more.
Our process combines 80/20 analysis, custom research methods, and a vast network of industry experts. We provide insights that are unparalleled in depth and accuracy.
We’re fast. Within 30 days, we assess customer relationships and market potential, and develop value creation strategies. We guarantee to deliver before you close the deal.
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We appreciate our private equity clients because they take swift action. Our clients like us because our work enables them to do so.
“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.”
“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.”
“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.”
Ensure the target has room to grow, and potential to capture more market share.
We report on key metrics including:
Our Customer Due Diligence offering is so powerful, it can stand alone. As part of Commercial Due Diligence, it gives a bigger picture of opportunity and risk.
We measure and advise on several key areas:
Every client, project, and market is different. So is our work.
Enhance your Commercial Due Diligence project with:
Our research culminates in an actionable value creation playbook, enabling portfolio companies to grow, retain, and win more.
We identify organic and inorganic opportunities to focus on post-close:
Designed exclusively for private equity, this offering ensures you move forward with confidence by delivering critical insights into customer health and market dynamics.
A Few Clients
Strategex has worked with 150+ private equity firms. 90% repeat.
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90% of our growth can be attributed to client referrals. With an NPS of 90, it's easy to see it's because we make our clients happy.
So, we've made our gratitude official. When you introduce us to new contacts in the private equity space, we'll show our thanks with a reward.
Learn about our referral program
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