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Consulting / Clinical-trial SaaS / GTM / 19d
Consulting / CPG relaunch / distributor econ / 10d
Corp / Industrial IoT / competitive brief / 8d
Corp / In-vehicle payments / build-vs-buy / 7d
PE / Specialty chemicals / add-on diligence / 11d
Hedge / Regional grocer / channel checks / 4d
PE / Cold-chain logistics / operator calls / 6d
Hedge / EU fintech / regulatory read / 13d
The Continental Exchange: Case Study

Mapping the Competitive Landscape of Commercial Diligence Providers

Senior PE buyer perspectives on vendor selection for high-value diligence engagements

Client Challenge:

An investor preparing for a recapitalization needed to validate the market position of a portfolio company in the commercial due diligence and value creation space. The key was to capture insight from the actual buyers of these services - the world's largest private equity funds - at the Partner, Managing Director, and Principal level. These executives control vendor selection for high-value diligence engagements, but are difficult to access and highly selective with their time. Without precision targeting, conversations risked yielding limited strategic value.

Our Role:

We executed a targeted expert sourcing and screening program, filtering for:

  • Senior decision-making authority within PE or IB deal teams
  • Direct purchasing experience with commercial due diligence / value creation providers
  • No current or recent conflicts per client restrictions

Impact:

  • 26 experts sourced in 2 weeks
  • 10 advanced to client consultations following screening
  • 100% cleared against strict conflict protocols
  • Delivered senior decision-maker access into the top tier of the global PE landscape
Engagement
Completed April 2025 · 2 Weeks · 10 Expert Interviews
Service Offering
Commercial Due Diligence and Investment Research
Market Segment
Professional Services - Management Consulting & Transaction Advisory
Ready when you are