Mergers, Acquisitions, and Diligence
Navigating M & A with Data-Driven Diligence
Our Approach to M & A
Our diligence work prepares clients for key acquisition decisions and provides an independent assessment of achievable growth objectives. Tuscany conducts market and company diligence (both buy-side and sell-side) in acquisition transactions. Advance preparations, including extensive market assessments and forecasts, have yielded significant positive results for our clients in terms of enterprise valuation and investor commitments.
Tuscany supports deal execution through strategy validation, pricing evaluation, operational & sales diligence, asset separation analysis, communications management, and day one preparation.
Diligence engagements are conducted as an objective third-party voice in a transaction. Activities may include validation of market dynamics, key segment identification, quantifying short- and long-term trends, mapping the competitive landscape, and sizing growth opportunities. The depth of our reports is tailored to the needs of sellers or investors.
Description & Objectives:
Conduct market landscape analysis to identify highly attractive sectors for investment, define investment theses, and develop criteria to identify and vet prospective acquisition targets.
Typical Duration:
3–12 months (Depending on Client Objectives)
Typical Work Streams:
- Secondary research on trends, regulations, market size
- Market mapping
- Company benchmarking
- In-depth stakeholder interviews
- Tuscany led Workshops
Deliverable(s):
- Sector reports
- Market maps
- Criteria development
- Acquisition target lists
Fee Structure:
Fixed Fee or Retainer
Description & Objectives:
Lead and augment diligence efforts to:
- Quantify market size and identify key trends
- Evaluate seller management team
- Test and validate growth plan assumptions
- Pressure test firm’s ability to scale sales & marketing operations
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Develop staging recommendations to execution plans
Typical Duration:
4 weeks (2–6 weeks)
Typical Work Streams:
- Seller management team interviews
- Pipeline and win/loss analysis
- Market sizing and landscape analysis
- Competitive Benchmarking
- Customer/rejector interviews
- Quantitative survey
Deliverable(s):
- Detailed report of key findings that address client objectives
-
30 day / 90 day / Year 1 staging recommendations
Fee Structure:
-
Fixed Fee or Retainer
Description & Objectives:
Crystallize short, medium, & long term initiatives. This is a highly collaborative strategic planning process with Vistria and the newly acquired operating organization(s). This is especially important for platform acquisitions.
Typical Duration:
2–4 weeks (Usually Pre-Close)
Typical Work Streams:
- Stakeholder interviews
- Management team workshop(s)
- Pre-Read materials
- Post-workshop reporting
- Project planning
Deliverable(s):
- Strategic planning workshops
- Detailed record of key findings
- Staging recommendations
- Preliminary project plans
Fee Structure:
-
Fixed Fee or Limited Retainer
Description & Objectives:
Enable and accelerate organic revenue growth through targeted projects including:
- Strategic planning
- Competitive intelligence & pricing
- Brand positioning
- Product portfolio analysis
- Sales/marketing optimization
Typical Duration:
2–4 months or retainer (Depending on Client Objectives)
Typical Work Streams:
- Sales & Marketing Operations
- Pricing
- Quality Assurance
- Customer, Defector, Rejector, Non-buyer research
- Product roadmap development
- Digital marketing assessment
Deliverable(s):
Discreet project deliverables and/or Execution Support
Fee Structure:
- Retainer for execution support
- Fixed Fee for projects
