Market Opportunity Sizing & Segmentation

Quantify the market size, growth potential, and granular segmentation of current and future levels of adoption, penetration, and growth across the various segments.

Customer Purchasing & Usage Dynamics

Determine a potential investment's alignment with relevant and / or prioritized market segments, taking into account customer purchasing criteria and evolving demand trends. Provide impartial views around the investment’s current and potential market share.

Competitive Landscape & Positioning

Assess the target’s right-to-win and defensibility of positioning within relevant competitive set. Includes identification of competitive threats and evaluation of the defensibility of the asset’s market position.

Growth & Value Creation Opportunities

Identify and validate forward-looking opportunities for growth and/or value creation. Provide a framework to guide the prioritization of identified opportunities.

ESG & Impact Risk Mitigation

Identify ESG factors pertinent to investment performance. Assess related risks and mitigation strategies, as well as opportunities to create value via ESG-centric initiatives. Learn more.

Buy-Side Due Diligence Services

30 Years of Private Equity & Investment Advisory Services

Our Buy-side Diligence is built on a longstanding history working with Private Equity clients, amassing deep industry and asset expertise across the software & technology, business services, industrials, consumer, and healthcare sectors. We prioritize a highly collaborative, transparent, and efficient approach aimed at maximizing client value. Our work delves into market dynamics and opportunities, target business model and alignment, competitive positioning, risks, and value creation levers for future exit success. We enable clients to make well-informed investment decisions and uncover opportunities for revenue enhancement and ongoing value creation post-deal.

Recent Work

Grant Thornton Stax Supports TrustArc Acquisition by Main Capital Partners

Grant Thornton Stax Provides Sell-side Support to TrustArc on its Acquisition by Main Capital Partners

October 22, 2025

Grant Thornton Stax recently supported TrustArc, a leading provider of privacy compliance and data protection solutions, on its acquisition by Main Capital Partners. Read more here.

Grant Thornton Stax Advises Accel-KKR on Investment in Phocas Software

Grant Thornton Stax Advises Accel-KKR on its Strategic Growth Investment in Phocas Software

October 20, 2025

Grant Thornton Stax congratulates Accel-KKR on its recent strategic growth investment in Phocas Software, a leading BI and FP&A platform for the middle-market. Click here to read more.

Grant Thornton Stax Support: Altus Acquired by Astira Capital Partners

Grant Thornton Stax Provides Sell-side Support to Altus Commercial Receivables on its Acquistion by Astira Capital Partners

September 29, 2025

Grant Thornton Stax supported Altus Commercial Receivables, a leading provider of commercial receivables management solutions, on its acquisition by Astira Capital Partners. Read more.

What We Do

Market Opportunity Sizing & Segmentation

Quantify the market size, growth potential, and granular segmentation of current and future levels of adoption, penetration, and growth across the various segments.
Customer Purchasing & Usage Dynamics

Determine a potential investment's alignment with relevant and / or prioritized market segments, taking into account customer purchasing criteria and evolving demand trends. Provide impartial views around the investment’s current and potential market share.
Competitive Landscape & Positioning

Assess the target’s right-to-win and defensibility of positioning within relevant competitive set. Includes identification of competitive threats and evaluation of the defensibility of the asset’s market position.
Growth & Value Creation Opportunities

Identify and validate forward-looking opportunities for growth and/or value creation. Provide a framework to guide the prioritization of identified opportunities.
ESG & Impact Risk Mitigation

Identify ESG factors pertinent to investment performance. Assess related risks and mitigation strategies, as well as opportunities to create value via ESG-centric initiatives. Learn more.