Comprehensive Analysis to Accelerate the Future

At PE Advisors, we know that informed investment decisions are essential to the success of your private equity portfolio companies. That's why we offer Comprehensive Due Diligence services that provide a thorough evaluation of your target company. True to our mantra to Maximize Value and Minimize Time, we move quickly but with greater effort to not only uncover risks (See our Red Flag Diligence) but to begin charting the future so you can Accelerate post-close.

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Our Comprehensive Due Diligence Process

 

Planning and Scoping

Identifying key stakeholders, gathering initial requests for information, and defining the timeline and scope of the project. 

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Technology & Digital Landscape

Evaluating the technology stack, software architecture, scalability, reliability, extensibility, code quality, use of frameworks, use of cloud services, DevOps cycles including Continuous Integration/Continuous Deployment (CI/CD), usability, accessibility, level of user training and support, ability to respond to emerging technologies and trends, and the digital customer experience.  Examples of initiatives that Maximize Value include:

• Implementation of cloud services, resulting in cost savings and improved scalability

• Introduction of a mobile app, improving customer engagement and experience

• Use of machine learning algorithms, enabling personalized product recommendations and increasing sales

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Market & Digital Marketing

We analyze your target company's industry, including market size, growth trends, and major players, and evaluate how it is using digital channels such as social media, search engines, email, and mobile applications to reach customers. Our digital marketing analysis provides data-driven insights to optimize your portfolio company's strategy, increase customer engagement, and drive revenue. Examples of initiatives that Maximize Value include:

• Optimization of website and social media channels, resulting in increased website traffic and engagement

• Implementation of targeted digital advertising campaigns, resulting in increased conversion rates and revenue

• Introduction of a loyalty program, increasing customer retention and repeat purchases

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HR & Culture

Evaluating the organizational structure, culture, employee satisfaction, key contracts, agreements, and partnerships, HR practices, workforce management, training and development, and employee engagement to ensure that the target company has the talent and culture to drive your investment forward.

Examples of initiatives that Maximize Value include:

• Implementation of employee training and development programs, resulting in increased productivity and employee satisfaction

• Introduction of flexible work arrangements, improving work-life balance and employee retention

• Developing initiatives that prioritize hiring individuals who are committed to building positive relationships, value collaboration, and contribute to a creative and enjoyable work environment.

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Furthermore, because we understand the critical importance of HR and culture in maximizing the value of your acquisition, we offer comprehensive HR Diligence and Transition Planning services designed to optimize the acquisition and one or more other platform or add-on companies involved in the transaction. See Comprehensive HR Transition Planning to learn more about this expanded analysis and deliverables.

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Business Processes and Applications

Evaluating critical financial, technology, and operational processes throughout the business, including Quote-to-Cash, Procure-to-Pay, Record-to-Report, Demand-to-Available, Available-to-Delivery, and Hire-to-Retire cycles, quality of data and information, level of automation and digitization, alignment with the organization's overall strategy and goals to ensure that the target company has the necessary processes and applications to drive growth. Examples of initiatives that Maximize Value include:

• Implementation of a new ERP system to increase operational efficiency and standardization

• Implementation of a digital procurement system, resulting in cost savings and improved vendor management

• Adoption of a customer relationship management (CRM) system, resulting in improved customer engagement and retention

 

Risk, Cybersecurity, and Compliance

Evaluating the risk management program, cybersecurity controls, security and privacy policies, financial and medical compliance standards (e.g. CMMC, GDPR, PCI-DSS, etc.), and internal and external audit results. Our team of experienced professionals provides a comprehensive report of findings, including recommendations for mitigating identified risks and improving the organization's performance. Examples of initiatives that Minimize Risk include:

• Implementation of a data backup and disaster recovery plan, ensuring business continuity in case of a disaster

• Introduction of a privacy policy and compliance training, reducing the risk of data breaches and regulatory fines

• Adoption of a risk management framework, identifying and mitigating potential risks before they become issues

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M&A Integration and Carveout

Analyzing the complexities of integration and carveouts is crucial to ensure a smooth transition and the realization of expected synergies. We evaluate the target company's operational, financial, and IT infrastructure, identify potential risks and opportunities, and develop a detailed integration or carveout plan. Examples of initiatives that Maximize Value include:

• Integration of a new business line, resulting in increased market share and revenue growth

• Consolidation of back-office operations, resulting in cost savings and improved efficiency

• Implementation of a shared services model, resulting in improved operational and financial performance

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Reporting, R&W & Deal Closing

Providing a comprehensive report of findings, including recommendations for mitigating identified risks and improving the organization's performance. We collaborate with the legal team, assist with negotiations, and provide ongoing support as needed to ensure a smooth transition post-transaction, including support during Representations and Warranty insurance meetings.

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