Augmented due diligence and value creation plan
Pre-acquisition analysis, strategic, operational and financial, run as a structured exercise.
Result reported by the client on this engagement.
Context
A private equity fund specialised in company acquisitions wanted to strengthen and accelerate its pre-acquisition analysis. Traditional due diligence processes were long, fragmented and heavily dependent on manual analysis, making it difficult to quickly assess strategic fit, value creation potential and acquisition price.
Approach
- 01A copilot deployed across the whole analysis phase, covering strategic, operational and financial dimensions.
- 02Strategic assessment: the target's strategy, business model, value proposition and competitive positioning.
- 03Value creation plan: improvement levers and a prioritised post-acquisition action plan.
- 04Financial analysis: performance through KPIs and value drivers, risks and opportunities.
- 05Q&A preparation: a structured list of questions for the seller and management.
- 06Valuation support: price estimation through market multiples, with scenarios.
Outcomes
- Due diligence 25 to 35 % faster, sharply reducing time to decision.
- Greater consistency, depth and traceability of analyses.
- Less manual effort and stronger confidence in the investment thesis.
- A reusable analysis methodology for subsequent deals.
Methods used on this engagement
Assessing a target is also what a company does when it considers an acquisition or a stake.
Three other cases
Initiatives scattered across departments, turned into a single, steered programme.
Specification books checked against regulation before production, rather than after.
A complete, standardised process repository, without months of manual mapping.