Pre-DD Assessments

We support our clients in the pre-deal phase in the evaluation of initial questions regarding the target company by collecting market insights through primary and secondary data. The aim is to formulate hypotheses to be validated in the Commercial Due Diligence phase.

Pre-DD Assessment

Provide clarity & status-quo analysis of market drivers and development as well as customer insights on the target company
Development of hypotheses to validate in the CDD phase

Collection of questions with regards to market, competition and customers with the fund’s deal team

Market sounding from stakeholder interviews along the entire value chain
Product & service review
Additional secondary research to generate a comprehensive picture of the status quo

How is the market developing?
What is the current status quo of the target in the market environment
What are the
market stakeholders thinking about it?
Are the market mechanics changing?

Key hypotheses for a successful deal
Input for CDD scope
Assumptions & initial feedback on target’s SWOT and position (winner-/loser position)

TOPIC LIST

TASK

PRE-DD ASSESSMENT

CONCLUSION ON THE FOLLOWING QUESTIONS

INPUT FOR MANAGEMENT PRESENTATION & INITAL BID

TASK

Provide clarity & status-quo analysis of market drivers and development as well as customer insights on the target company
Development of hypotheses to validate in the CDD phase

TOPIC LIST

Collection of questions with regards to market, competition and customers with the fund’s deal team

INPUT FOR INITIAL BID AND
MANAGEMENT
PRESENTATION

Key hypotheses for a successful deal
Input for CDD scope
Assumptions & initial feedback on target’s SWOT and position (winner-/loser position)

PRE-DD ASSESSMENT

Market sounding from stakeholder interviews along the entire value chain
Product & service review
Additional secondary research to generate a comprehensive picture of the status quo

CONCLUSION ON

KEY QUESTIONS

How is the market developing?
What is the current status quo of the target in the market environment?
What are the market stakeholders thinking about it?
Are the market mechanics changing?

Relevant transactions

August 2018