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 Sayari on Investment from TPG
18 Jan, 2024
Stax recently provided sell-side support to Sayari, a supply chain risk intelligence provider, on their investment from TPG. Click here to learn more.
12 Jan, 2024
Stax recently provided sell-side support for Syntrio, a leading ethics and compliance platform, on its sale to Mitratech. Learn more.
01 Dec, 2023
Stax advised PSG Equity on their recent investment in One Click LCA, a leading decarbonization platform for the construction and manufacturing industries. Learn more.
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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.

Leadership

Image of Paul Edwards

Global Practice Lead

Image of Brett Conradt

Managing Director

Image of Jeremy Wall

Managing Director

Recent Insights

Stax Named a CDD Provider Finalist at 2024 Real Deals Private Equity Awards
27 Feb, 2024
Stax is excited to announce it has been shortlisted as a finalist in the Commercial Due Diligence Provider of the Year category at the Real Deals Private Equity Awards 2024! Click to learn more.
By Joe Anderson, Amy Helenbrook 23 Feb, 2024
Conjoint analysis aids companies in better understanding consumer behaviors and trends. Click here to learn more about the benefits of conjoint analysis in CDD.
Prioritizing Efforts in Private Equity as Gen AI Impacts Broaden
By Marc Malott 25 Jan, 2024
Generative AI can provide significant optimizations across deal workflows and portfolios. What key opportunities should private equity be focusing on? Click to learn more.
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