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Private Equity · Technology

Diligence and value creation for a software platform

A repriced entry and a plan that survived contact with the operating team.

A confidential brief covering the engagement, our playbook and how to reach us.

Client
Mid-market sponsor, $4B fund
Region
North America
Year
2024
Duration
9 weeks diligence, 24 months plan

-11%

Entry price reset

31

Customer interviews

9 wks

Diligence to signing

Q1

First initiative live

Reported net revenue retention masked concentration: eleven accounts produced sixty per cent of expansion.

The sponsor had four weeks of exclusivity and a competing bidder.

If this were your situation

How we would act in your favour.

No two mandates are alike, and we would not pretend otherwise. But the way we work in private equity does not change. Here is what you could expect from us, in plain terms.

The number that matters is the one that has to be true for your return. We would isolate it, test it against evidence outside the vendor's pack, and tell you if it does not hold.

Private Markets & Diligence

Assessing an asset or a portfolio company?

Tell us the thesis in a paragraph. We will come back with the questions we would want answered before committing capital.

Discuss an investment

Your message reaches the partners who led this engagement. Confidential, with no obligation to proceed.

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