The Value Creation & Investment Analysis

Leverage the power of hindsight to create a repeatable, data-driven value creation playbook. Our analysis helps you make better decisions and improves performance whether it’s multiple or a single acquisition.

Clear Attribution of Value Drivers

We detail how revenue, profitability, and multiples grew during the holding period, giving you a transparent view of performance.

In-Depth Review of Initiatives

An exhaustive review of value creation initiatives, from process improvements and tech enhancements to financial strategy and sales optimization.

Risk Management Assessment

Understand how critical vulnerabilities were addressed, what challenges remain, and how your risk mitigation strategy performed.

Actionable Opportunity Mapping

Receive a strategic map for your next investment—rooted in real outcomes—that identifies opportunities for even greater value creation.

Investment Return Analysis

A full breakdown of financial performance, including EV growth, IRR, MOIC, multiple expansion, and holding period growth, attributing each to investment success or capital loss.

Transaction Strength Analysis

A detailed review of your deal structure, negotiations, seller rapport and stakeholder management strengths and weaknesses and impact on the investment returns.

Learn From Your Past Investments. Maximize Your Returns.