How We Help: Sell-Side Process Acceleration
- Deal Framing — scoping data and analytical needs for optimal deal positioning
- Sell-Side Analytics and QofE support, the core of our sale preparation
- Ad hoc Analysis and model starter kit
- Data room material preparation and management
- Information flow ownership and coordination
- Projection Model Preparation and support
- Comprehensive reporting and analysis: financial, sales, and profitability
- Incremental M&A resources: finance, accounting, data science, and IT
Our Approach
Preparing You
for Success
Teaming with Blue Ops helps the M&A timeline work for you, not against you. We leverage speed to take more buyers deeper into the process, creating the competitive tension required to drive higher sales multiples.
Building Your Primer Team
We assign a practice lead and a Primer Team. A combination of data and finance specialists and other roles to fill near-term gaps. Team composition is based on your sales plan and key drivers, covering M&A process support, analytics, reporting, data science, and more.
Current Systems
Two-dimensional constraints are removed and bulk transactional downloads are immediately implemented in the first 24 hours. Reporting and Power BI Dashboards are created with automated roll-forward updates.
New Systems
AI and machine learning provide smart structuring and automate data cleansing, reconciliation, and anomaly detection. We stage and populate the data room and offer greatly simplified methods for getting the right data into the right hands via our proprietary software.
Blue Ops Network & MSA
We offer an MSA to create greater alignment with your overarching goals. Our teams and services are available to augment yours on demand through the sale preparation—whether it's experienced people, playbook execution, or analysis and data automation.
Introducing
DILIGENT® | Purpose-Built
for Sell-Side Diligence
for Sell-Side Diligence
Diligent turns fragmented financial and operational data into structured, diligence-ready analysis at deal speed. Now, with SMITH being integrated into that proven environment, DiligentIQ adds secure intelligence that helps our teams interrogate the data faster, connect findings and surface issues earlier.
Why Diligent® Works
in Sell-Side Diligence
Complex Financial Analysis
Diligent lets us aggregate, slice, dice and drill into massive amounts of financial data so we can answer buyer questions quickly and with support behind the answer.
Big Data Analysis
Diligent helps our teams work through data sets too large or fragmented for traditional spreadsheet analysis and uncover the patterns that shape the deal story.
Profitability Analysis
Quickly analyze profitability that is too big and too complex for Excel — giving your buyer a clear view of customer and SKU profitability.
eQofE®
Provides deep analytics across the financial and operational levers of a deal through a dynamic, interactive data book that reveals the real value drivers of the transaction.
iQofE®
A comprehensive view of deal economics that surfaces the financial and operational drivers of value through detailed analysis and a structured data book.
Syndicated Data Analysis
Diligent makes it possible to combine transaction data with syndicated and third-party sources such as Nielsen, IRI and others, creating a broader fact base for market and whitespace analysis.
Sell-Side Execution
Sell-Side Execution
Today’s buyers come prepared. Your sell-side team should too.
A successful process takes more than good data. It takes experienced people who know how to prepare the story, anticipate the questions, pressure-test the analysis, and keep hundreds of moving pieces from becoming management’s full-time job.
Blue Ops works alongside management and the investment bank as an extension of the deal team. Our transaction, finance, and analytics professionals bring the experience to know where to dig, what matters, and what is likely to come next—while Diligent gives them the ability to work through complex data at deal speed.
The result is a team that is better prepared, answers faster and keeps the process moving without pulling management away from running the business.
Using the Diligent platform and advanced data analytic tools, the team consolidated a typical 2–3 month M&A prep process into 3–4 weeks.”
Project Shield | Piper Sandler & Co.
CASE STUDY
Manufacturing Data to Propel a High Stakes Exit
How Eckhart engineered bulletproof revenue recognition logic to ensure an undeniable valuation narrative.
The Challenge: Decades of custom engineering operations left the company with massive, unstructured legacy records and non standard quote logs, making it exceptionally difficult to cleanly demonstrate underlying revenue recognition logic and masking historical profitability trends.
The Turnaround: Normalized massive, unorganized historical quote logs and structural commodity codes directly within the live transaction workstream, collaborating with management to establish verified revenue recognition logic across multi year historical streams.
The Impact: Delivered an indisputable, enterprise scale corporate Databook detailing clean product revenue and deep quote trends, completely neutralizing buyer friction to propel a smooth corporate exit to Arsenal Capital Partners advised by William Blair.
CASE STUDY
Unlocking Diligence Velocity for 30,000 Active Customers
How Fix It Group built advanced retention cubes to turn massive, messy consumer records into an investor ready data engine.
The Challenge: Rapid multi brand platform expansion left corporate leadership with massive silos of unorganized customer transactional data and no systematic framework to track customer trends or long term account retention, creating a critical blind spot ahead of buyer due diligence.
The Turnaround: Engineered dynamic customer cohort models and advanced retention analytics spanning the entire 30,000 active customer database, simultaneously normalizing key performance metrics across vital marketing and operational workstreams.
The Impact: Minimized buyer friction and eliminated data leaks to secure absolute valuation leverage and run an incredibly robust, data backed sale process to New Harbor Capital advised by Piper Sandler.
Benefits
- Enter the sale process prepared and with confidence
- Maximize exit value
- Accelerated sale timelines
- Identify and optimize risks and opportunities
- Enhance certainty of close
- Management M&A burden relief
