Create value from assets through assessment, management, and optimization.

Our Asset Level Diligence service provides pension funds and institutional investors with detailed assessments of potential investments. We complement the usually-rigorous financial, operational and legal diligence that teams already create, by adding a condensed design diligence exercise that evaluates the fit of a deal or decision into an existing portfolio. This process relies on logic over analysis and identifies critical next steps to decision-making. It helps bridge the ‘deal team-investment committee’ gap, in framing deal as a set of exposures. This is especially important when investment teams need to understand a target assets’ ability to innovate, grow and navigate its industry. We assess the management team’s capacity to identify new markets and customers, as well as map new value creation levers for existing assets.

Evaluate the business strategy of potential portfolio companies to inform diligence and decision-making.

Our Accelerated Strategy Assessment service offers pension funds and institutional investors a fast yet thorough evaluation of the existing portfolio companies or potential assets under consideration. We conduct intensive reviews of strategy and plans, market conditions, and competitive dynamics to identify strategic choices, advantages, gaps and tensions. Our approach includes scenario analysis, stakeholder consultations, and strategy workshops to provide actionable recommendations. By delivering rapid assessments, we help organizations quickly adapt to changing conditions, seize opportunities, and mitigate risks. We can also uncover critical assumptions in the target organization’s strategy which the deal team can independently assess the likelihood of success.

Cyber security diligence services to protect assets, ensure compliance, identify and mitigate risks.

Our Cyber Security Diligence offering helps pension funds and institutional investors evaluate the risk of potential cyber threats. We conduct thorough cyber security assessments as part of the due diligence process, evaluating the security posture of potential investments. Our services include vulnerability assessments, risk evaluations, and compliance checks. This service can be combined with cybersecurity insurance quotations (from a separate underwriter) to further assess and manage risk. By addressing cyber security risks proactively, we help organizations protect their assets, maintain compliance, and ensure the long-term security of their investments.