How DiligentIQ® Can Help
Built for the Deals That Don’t Go Smoothly
- Tight timelines
- Messy and difficult data
- Financial due diligence prep
- Complex consolidations and carve-outs
- Large and complex datasets
Sell-Side
Benefits
eQofE
Deep and rich analytics around financial and operational levers via a dynamic, interactive data book revealing the real value drivers of the transaction.
Rapid QofE + Diligence Prep
Slash time requirements with rapid QofE-ready financials and sales analytics in dynamic data books with automated roll-forward updates.
Big Data Analytics
Handle data sets too large for Excel, perform complex consolidation, and reveal more data-driven insights in advance of detailed buyer Q&A.
CIP Accelerator
Proprietary software and services cleanse financial data and create summary outputs in a fraction of the time of a traditional process.
Efficiency + Engagement
Automation of labor-intensive analytics promotes more efficient teamwork, greater firm throughput, and higher employee engagement.
Higher Deal Value
Generate greater competitive tension and drive higher sales multiples by presenting larger complex data sets and fielding buyer financial Q&A faster.
Dead Deal Avoidance & Revival
Uncover financial issues before going to market and quickly triage and save deal processes that break down due to poor or complex data.
1. Eliminate Guesswork
Get the analytics you need to assess market opportunity, competitive threats and company value before you enter the process.
2. Win and Lose Faster
Identify good deals from bad ones quickly, so you spend time and money where it counts.
3. Market Intelligence
Uncover hidden competitive opportunities and deal patterns to stay ahead of the market.
4. Manage Your Portfolio
Track, aggregate and analyze your portfolio companies throughout the hold, uncovering opportunities to increase value at every stage.
Buy-Side
Benefits
Recent Deals
Recapitalization by Ares Management
Engaged by Piper Sandler, who served as exclusive financial advisor to Awayday (a LightBay Capital portfolio company). Subsequently completed 30+ buy-side projects for Awayday post-recapitalization.
Champions Group
Sale to Blackstone
Engaged by selling PE sponsor Odyssey Investment Partners in the sale of Champions Group to Blackstone, with Baird acting as financial advisor.
Carr, Riggs & Ingram (CRI) Strategic Investment
William Blair client CRI received a strategic investment from Centerbridge Partners and Bessemer Venture Partners. Recognized as one of the M&A 13 Middle-Market Deals of the Year 2025.
RAW Nutrition
Partnership & Partial Sale
Engaged by Lazard, who acted as financial advisor to RAW Nutrition in its April 2025 partnership and partial sale to The Quality Group.
Every document, data room, and deliverable moves through SMITH’s governed environment, under Blue Ops’s own ISO 27001 and SOC 2 Type II controls, from first upload through to deletion at the close of engagement. It is encrypted, access controlled, and never used to train a model outside your engagement.
