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

Stax Provides Sell-Side Support to Casepoint on Merger with OPEXUS

January 28, 2025

Stax recently supported Casepoint, a leading provider of government process management software, on its merger with OPEXUS. Click here to learn more.

Stax Advises Berkshire Partners on its Investment in Thrive

Stax Advises Berkshire Partners on its Strategic Investment in Thrive, an Industry-Leading MSP

January 16, 2025

Stax is proud to have provided our investment advisory services to Berkshire Partners in its recent strategic investment in Thrive, a leading provider of cybersecurity, cloud, and IT managed services. Click to learn more about this recent investment and the Stax team.

Stax Provides Sell-Side Support to Marketplace Events, the Largest B2C Shows in North America, on it

Stax Provides Sell-Side Support to Marketplace Events, the Largest Organizer of B2C Shows in North America, on its Acquisition by Clarion Capital Partners

January 15, 2025

Stax recently supported Marketplace Events, the largest organizer of business-to-consumer shows in North America, on its recent acquisition by Clarion Capital Partners. Read more here.

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.