Strategex
Strategex Customer Due Diligence is voice of the customer research on steroids. We start with 80/20 financial analyses. Then we interview - and we mean interview - top revenue generators. Customers tell us everything: What they think, what they feel, and their impulses. We know quickly whether or not top customers are happy and secure or if they're leaving right after you write the check.
This package is designed exclusively for private equity. In less than 30 days, we assess customer relationships, identify at-risk customers, and provide value creation strategies. We deliver it all before you close.
Strategex Customer Due Diligence works. On average, we add 300 BPS to op income in the first 100-days post-close. When we uncover issues, we save clients an average of $21M per deal.
We go beyond market research. We provide fast customer insights using in-depth interviews, web surveys, and 80/20 data analysis.
We validate your investment thesis. Every project allows us to:
Our expert team partners with you to add value post-close. We are committed to helping our private equity clients get all the things they're looking for: close with confidence, grow faster, exit faster, and achieve a better ROIC.
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Check Out What Our Clients Have to Say About Us
“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.”
Buy-Side Diligence
–When you buy a company you are essentially buying its customer relationships. After all, what’s a company worth without revenue? But what if those relationships are damaged? What if revenue is at risk?
Buy-side customer due diligence validates the strength and stability of a target’s top accounts. Beyond that, customer due diligence also uncovers insights that can be used to retain at-risk accounts and develop post-close playbooks for profitable market share growth.
Add-On Strategy
+Customer insights inform and enhance add-on strategies. We use in-depth customer feedback to develop an add-on strategy framework and pinpoint target companies likely to integrate successfully with a platform. First, we evaluate a platform's stability by examining customer relationships, the effectiveness of its customer experience, and its ability to maximize wallet share with existing key accounts.
If the platform is poised for growth, we identify unmet customer needs, pain points, industry trends, and growth opportunities. In the process, we identify target companies with strategic alignment and existing relationships with the platform's key customers, increasing the likelihood of successful integration and synergy realization.
Post-Close Diligence
+Post-close, it's common to run into customer-related barriers to executing the investment thesis. In fact, customer churn and wallet share declines are the leading causes of M&A failure. Post-close diligence is a rapid response tool to diagnose customer issues and define a prescription to get back on track.
Sell-Side Diligence
+Sell-side customer diligence is a perfect complement to your pre-sale quality of earnings. It allows you to assemble a compelling go-to-market strategy. Armed with strong financial and customer insights, you can attract more buyers, expedite the sales process, and maximize your ROIC.
When you buy a company you are essentially buying its customer relationships. After all, what’s a company worth without revenue? But what if those relationships are damaged? What if revenue is at risk?
Buy-side customer due diligence validates the strength and stability of a target’s top accounts. Beyond that, customer due diligence also uncovers insights that can be used to retain at-risk accounts and develop post-close playbooks for profitable market share growth.
Customer insights inform and enhance add-on strategies. We use in-depth customer feedback to develop an add-on strategy framework and pinpoint target companies likely to integrate successfully with a platform. First, we evaluate a platform's stability by examining customer relationships, the effectiveness of its customer experience, and its ability to maximize wallet share with existing key accounts.
If the platform is poised for growth, we identify unmet customer needs, pain points, industry trends, and growth opportunities. In the process, we identify target companies with strategic alignment and existing relationships with the platform's key customers, increasing the likelihood of successful integration and synergy realization.
Post-close, it's common to run into customer-related barriers to executing the investment thesis. In fact, customer churn and wallet share declines are the leading causes of M&A failure. Post-close diligence is a rapid response tool to diagnose customer issues and define a prescription to get back on track.
Sell-side customer diligence is a perfect complement to your pre-sale quality of earnings. It allows you to assemble a compelling go-to-market strategy. Armed with strong financial and customer insights, you can attract more buyers, expedite the sales process, and maximize your ROIC.
Add Value. Sell Faster. Recoup the Multiple.
As a leading customer due dilgence firm, we measure and advise on several key areas.
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
Net Promoter Score
Customer Retention
Customer Experience
Competitive Benchmarking
Wallet Share + Growth Opportunities
Our private equity solutions extend beyond customer due diligence. We also offer value creation consulting. At the core of this offering is a qualified team of business veterans, many of whom were involved in the genesis of 80/20 as a business philosophy. Many of our experts have been successful leaders of highly profitable mergers and acquisitions.
Learn About 80/20
A Few Clients
Strategex has worked with ~100 private equity firms as their trusted Customer Diligence provider.
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.
As a Customer Due Diligence provider, we understand the value of relationships—and the power of referrals. In short, we know that there would be no us without you.
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
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