Commercial Due Diligence
We set you up for success by focusing on the make-or-break questions that drive deal outcomes - bringing operator experience and rigorous analysis together to clarify what you’re buying, what bet you are making, where the upside is, and how to deliver value.
We help investors lean in to deals through:
Commercial Due Diligence
Advising investors and leadership teams to shift from thesis to investment conviction. Our focus extends beyond whether the market is attractive to whether the company can actually deliver the growth model.
Who We Are
DILIGENCE EXPERTS WHO SEE THE BUSINESS THE WAY OWNERS DO
Our seasoned industry teams include top-tier career diligence professionals, operators, revenue leaders, and transformation executives who have built and scaled businesses themselves. That operating experience, combined with the full power of A&M’s operating heritage and expertise, shapes how diligence is conducted, evaluating companies through the lens of ownership, execution, and the commercial levers that ultimately drive EBITDA growth and value creation.
How We Help
UNDERSTAND HOW REVENUE REALLY WORKS – AND WHAT TO DO ABOUT IT
We go beyond risk assessment. Our insights help investors enter ownership prepared with clarity on where growth will come from, what must change to unlock it, and which actions will drive results from Day One. We integrate with the full suite of A&M pre and post-deal services to develop holistic views that provide confidence from topline down to net income, taking you from narrative to conviction.
Our work translates diligence into actionable insight for ownership. We:
- Identify execution gaps that could undermine growth assumptions
- Surface risks that may not appear in market analysis alone
- Highlight credible opportunities to accelerate value creation
Business and Market Definition
TARGET COMPANY OVERVIEW AND HISTORICAL PERFORMANCE
What We Do
PRESSURE-TEST THE MARKET FUNDAMENTALS – AND TIE THEM TO VALUE CREATION INSIGHT
Your business is dynamic, and so are we. We offer flexible solutions across the deal lifecycle- from theme development through to sale – with the depth of our senior leadership backing you every step along the way.
Our CDD Service Offerings
Commercial insight across the deal lifecycle, built to sharpen investor decisions, increase flexibility, and unlock value.
PRE-LOI
KNOW WHERE TO LOOK
Sector Scan
~1-3 weeks
- Thesis development that pressure tests sector attractiveness and surfaces specific targets. Deliverables include sector landscapes, target screens, and market attractiveness frameworks.
SPOT THE CRACKS EARLY
Red Flag Report
~5-7 days
- Short, focused report built around proving or disproving potential deal killers. Gives deal teams the conviction to make a go/no-go call before committing resources.
POST-LOI
FROM THESIS TO DECISION
Phase I CDD
~2-3 weeks
- An intermediate-depth assessment that tests the core investment thesis via primary and secondary research. Bridges the gap between the red flag screen and full CDD.
CLOSE WITH A PLAN
Full CDD
~3-5 weeks
- Full-freight commercial diligence with deep access to data, customers, and management. Detailed support for underwriting assumptions and post-acquisition priorities.
POST-CLOSE
ACHIEVE THE VISION
Mid-Hold Acceleration
~4-6 weeks
- Post-close strategy that translates the diligence thesis into a concrete value creation roadmap. Includes growth opportunity sizing and GTM assessments.
OPTIMIZE YOUR EXIT
Sell-Side Market Study
~4-6 weeks
- Commercial overview packaging an asset’s market position, strengths, and growth potential for prospective buyers.
Industries We Serve
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Why A&M
HOW WE TURN DEALS INTO RESULTS
Our conflicts-free integrated approach is a core part of what we do best, giving you one source of truth and driving to the full picture – from topline to net income – on every deal.
WE ARE SEASONED INDUSTRY EXPERTS
Our diligence team combines deep CDD experience with professionals who have operated in both industry and academia. We have spent our careers doing this work and know where diligence succeeds and fails.
OUR OPERATOR EXPERTISE IS REAL
Our restructuring heritage means we've worked inside businesses, not just analyzed them. We understand how companies actually run behind the scenes and bring practical, execution-focused perspectives.
WE DRIVE TO VALUE CREATION
We believe market work on its own doesn’t cut it anymore. We connect commercial insights with operational and financial realities to identify where value is truly created, and what it will take to realize it.
FLEXIBILITY AND INTEGRATION ARE OUR CORE
No other firm can bring audit conflict-free diligence integration across CDD, FDD, ODD, tax, and more, in a flexible way that works seamlessly with your deal process from theme development to post-close value capture.
WE BRING CUTTING-EDGE DATA AND PARTNERSHIPS
We continuously build, test, and refine how diligence is done. Our AI-enabled tools, embedded ways of working, and best-in-class data and vendor partnerships allow us to move faster and uncover deeper insights.
