In an era of information asymmetry and competitive banker driven processes, it is critical to develop an original investment thesis and a credible angle

Kaiser’s Private Equity and M&A practice is designed from the bottom-up for highly effective Commercial Due Diligence. We inject robust primary research into critical investment analyses, meaning that our recommendations and conclusions are formed on the basis of relevant data and insights generated in the investigation, rather than on assertions from past experience.

We built our approach to Commercial Due Diligence around three key steps:

  1. We leverage our industry experience and deal know-how to frame the critical investment issues, and tie it directly to a strong investment thesis. We help pinpoint the critical issues that deserve to be tested in each deal, and we determine the right analytical models, and the best sources to gather the insights.
  2. We gather and synthesize the data required for each opportunity utilizing our deep primary research capabilities. We take an exhaustive approach, examining the best possible data sources to gather the ideal fact-base to enable better analysis.
  3. We develop an evidence-based point of view to help you make better investment decisions. We arrive at clear and actionable conclusions, and we show you the full stack of evidence behind those conclusions. The rigor of our process means that we take a point of view. We say no as often as we say yes, and we understand that we are there to help develop a unique, and sound, angle for value generation.

Notes on Diligence™ Toolset

To help our clients identify critical diligence issues and craft a thoughtful commercial diligence plan, we compiled a comprehensive list of diligence topics that we regularly address with our clients, among other tools that we use together and share with our clients in our Notes on Diligence™ toolset.

This toolset is structured around best practice for investigating both today’s commercial picture and the future commercial prospect, including:

  1. Market Dynamics
  2. Customers
  3. Competitive Position
  4. Resilience of the [Core] Business
  5. Value Generation
  6. Integration
  7. Exit

Learn more about Notes on Diligence