Maximize Returns

Improve the probability of deal success.

Find out the extent to which a company can grow with a complete growth evaluation. We combine the rigorous analysis of VOC studies with the strategic insights of Market Assessments. Our thorough evaluations provide a holistic view of your target's business landscape: customer health, market dynamics, and growth potential.

We partner with 150+ private equity firms to uncover issues that impact valuation, purchase negotiations and deal viability. We give you confidence in your investment strategy.

Assess Potential. Strategize for Growth.

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 & 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.

Fast. Different. Better.

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, assess market potential, and develop value creation strategies. We guarantee to deliver before you close the deal.

Get Started Today

A Few Clients

Strategex has worked with 150+ private equity firms. 90% repeat.

Need a referral? Just ask.

Mitigate Customer and Market Risks

We analyze and advise on several areas. Designed exclusively for private equity, this offering ensures you move forward with confidence by delivering critical insights into customer health and market dynamics.

If you ever want to talk shop about quantitative and qualitative analysis methodologies, call us up. It's our thing.

Talk Stats. Nerd Out.

Customer Concentration Analysis

Market Sizing and Opportunity Evaluation

Customer Health and Loyalty Assessment

Strategic Market Analysis

Competitive Benchmarking

Share + Growth Opportunity Identification

Commercial Due Diligence

Market Sizing & Market Dynamics

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Market Sizing & Market Dynamics

Ensure the target has room to grow, and potential to capture more market share.

We report on key metrics including:

TAM, SAM, SOM
Market segmentation
CAGR
Demand drivers
Industry trends
Competition

Customer Health & Loyalty

Our Customer Due Diligence offering is so powerful, it can stand alone. Customer diligence as part of a Commercial Due Diligence gives a bigger picture of opportunity and risk.

We measure and advise on several key areas:

Customer concentration
Net Promoter Score
Customer retention and attrition
Customer experience
Competitive benchmarking
Future spend
Wallet share

Custom Commercial Factors

Every client, project, and market is different. So is our work.

Enhance your commercial due diligence project with:

Brand due diligence
Operational due diligence
Supplier diligence
Voice of the Employee studies
Key person risk assessment
Pricing evaluation
Regulatory implication analysis

Value Creation & Growth Strategies

Our research culminates in an actionable value creation playbook, enabling portfolio companies to grow, retain, and win more. Use the work post-acquisition to help portfolio companies grow, retain, and win more.

We identify organic and inorganic opportunities to attack post-close:

Profitable market share growth
Customer retention strategies
Wallet share growth
Product and market adjacencies

Market Sizing & Market Dynamics

Ensure the target has room to grow, and potential to capture more market share.

We report on key metrics including:

TAM, SAM, SOM
Market segmentation
CAGR
Demand drivers
Industry trends
Competition

We appreciate our private equity clients because they take swift action.
Our clients like us because our work enables them to do so.

01

“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.”

- David W. Schroeder, Operating Partner - Baird Capital -

“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.”

- John Castle, President & CEO - Branford Castle -

“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.”

- Christina Miller, Principal - Norwest Equity Partners -

“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.”

- Dennis Hall, Global Head of Portfolio Operations - Baird Capital -

Have a Referral?

Word-of-Mouth is Our Best Source of Growth

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. Our Private Equity Solutions continue to deliver value.

So, we've made our gratitude official. When you introduce us to new contacts in the PE space, we'll show our thanks with a reward.

Learn about our referral program

Buy High, Sell Higher

Pressure to succeed has always been high in private equity transactions. With today’s elevated multi...

You Haven’t Completed M&A Due Diligence Until You Know ...

So You Don’t Think You Have Customer Concentration?

Learn More

Close with Confidence

Improve the probability of deal success.

Assess Potential. Strategize for Growth.

Fast. Different. Better.

Market Assessments

A Few Clients

Mitigate Customer and Market Risks

Commercial Due Diligence

Market Sizing & Market Dynamics

Customer Health & Loyalty

Custom Commercial Factors

Value Creation & Growth Strategies

Market Sizing & Market Dynamics

Customer Health & Loyalty

Custom Commercial Factors

Value Creation & Growth Strategies

We appreciate our private equity clients because they take swift action.
Our clients like us because our work enables them to do so.

01

Have a Referral?

Word-of-Mouth is Our Best Source of Growth

Buy High, Sell Higher

See how Commercial Due Diligence can contribute to your transaction success.

Get in Touch

Improve the probability of deal success.

Assess Potential. Strategize for Growth.

Fast. Different. Better.

Market Assessments

A Few Clients

Mitigate Customer and Market Risks

Commercial Due Diligence

Market Sizing & Market Dynamics

Customer Health & Loyalty

Custom Commercial Factors

Value Creation & Growth Strategies

Market Sizing & Market Dynamics

Customer Health & Loyalty

Custom Commercial Factors

Value Creation & Growth Strategies

We appreciate our private equity clients because they take swift action. Our clients like us because our work enables them to do so.

01

Have a Referral?

Word-of-Mouth is Our Best Source of Growth

Buy High, Sell Higher

See how Commercial Due Diligence can contribute to your transaction success.

Stay Up To Date

Get in Touch

We appreciate our private equity clients because they take swift action.
Our clients like us because our work enables them to do so.