GRAPH Strategy

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Many companies are being “shopped” with a promise of having transitioned to a “new-core business” aligned to attractive themes. Jeff explains how to keep a level head in evaluating, and the opportunity to increase associated potential for value generation

When is past performance actually a good guide to future performance? GRAPH investigates how Commercial Due Diligence can tackle the question of whether growth burst is repeatable.

Over the years, I have heard multiple M&A professionals say “we don’t underwrite hopes and dreams,” by which they mean new tactics proposed, but not tested, by Management (and their bankers). What is not discussed as often are the new tactics that have been tested…but that are destined to work just once. These tactics are what we call unrepeatable growth stimulants, UGS (or just, “ughs”).

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Any company that "connects" individuals or businesses benefits from network effects. Understanding network strength can help to assess and unlock value. Here is a commercial diligence guide to identifying the companies best suited:

http://ow.ly/XHx930iOdWk

Asking customers directly (e.g., in a survey) about willingness to tolerate price increases is a significantly flawed method. In commercial diligence there are three things to resolve to determine the opportunity to improve margins with price. Here's how http://ow.ly/m9cM30hZDSM