Due Diligence & Buy-Side Analytics Services
Today’s PE processes don’t reward “good enough” diligence. Competition is tighter, timelines are shorter and the answers that matter are often buried beneath the seller story.
The best transaction decisions happen when experience and evidence come together. Blue Ops gets beneath the summary-level story, answers difficult questions faster and brings clarity to the moments where uncertainty can cost time, value — or the deal itself.
Using Diligent® and our broader technology environment, we can work through massive volumes of transaction-level data and run the analyses that matter — customer and SKU profitability, margin and mix, cohort and retention trends, corkscrew analyses, concentration, price-volume dynamics and more – Faster!
Where We Help
Add Speed and Certainty to Your Process.
Tech-Enabled Analysis
With diligent®
The goal isn’t to make the investment decision for you. It’s to give your team a clearer, more complete and more defensible view of what you’re buying.
Diligent® has long given our deal teams the ability to ingest, clean, structure and analyze complex transaction data at speed. DiligentIQ adds SMITH’s secure, multi-model intelligence on top of that foundation — helping us test the investment thesis faster, connect patterns across the data and surface the questions that warrant deeper investigation.
Quality of Earnings Analysis & Validation
When you have critical questions on the QofE, we can separate the signal from the noise. We provide an objective second set of eyes to help validate EBITDA adjustments so you can approach the deal with eyes wide open.
Profitability Analysis
Diligent lets us drill through customer-, product- and service-level profitability to surface the drivers shaping your investment thesis and the opportunities that can carry directly into post-close value creation.
Big Data Insights and Opportunities
Layer on syndicated and third-party external data to analyze the target market, competitive landscape, and potential white space. We answer questions that once took weeks in a fraction of the time, eliminating potentially costly assumptions.
Point of Sale Analysis
Get a clear picture of what is happening at the shelf, beyond the cash register. With Point of Sale analysis, we layer in competitive and syndicated data, along with retailer data, giving you a complete competitive market view.
Superior Data Room Analysis
With a governed, multi-model analytics engine, machine learning, and an experienced team that has worked on hundreds of buy sides, we ingest and structure the data so you're getting answers days and weeks ahead of your competition.
CASE STUDY
Investor Ready Analytics Delivered by Day Four
How Premier Needle Arts bypassed transaction delays and pinpointed critical valuation exposure on a super compressed timeline.
The Challenge: Fast paced operational growth across multiple consumer channels resulted in heavily fragmented financial data, leaving the platform highly vulnerable to sudden buy side data requests, extended timeline delays, and downward purchase price adjustments.
The Turnaround: Instantly aggregated deeply fragmented target retail datasets into a single, centralized corporate source of truth and pre engineered sophisticated buy side analytical packages within the first 96 hours of engagement.
The Impact: Provided a top tier private equity sponsor with total channel visibility and complete deal clarity to execute a timely, well supported, and risk mitigated acquisition decision for Harbour Group and Branford Castle Partners.
Conduct Deeper
Due Diligence
Accounting & Finance
- EBITDA add-backs
- Cash flow assumptions
- Historical trends
- And much more
Operational Expertise
- SKU & customer profitability
- Gross/net profit margins
- Costs of goods sold
- Sales channel analysis
- Big Data insights
IT Evaluation
- ERP, CRM & systems
- Cloud infrastructure
- Systems security
- Contracts/software
- Contractual agreements
Your team is absolutely top notch, its great working with you.
EVAN GOLDEN
Principal, LVC Principal
Thanks again for this analysis. It’s been central to a critical valuation model we’ve been working on this week. You’ve truly been an extension of our deal team.
GYPHON VP
Gryphon Investors
Can’t say enough about how helpful you and the team were under a tight timeline. I’ll definitely be recommending to our team to reach out when they have data sources that can be analyzed like this.
JOE MORRIS
Piper Sandler & Co.
