Do you work for both the buy-side and the target company?
On any single transaction we act for one party only; prior relevant engagements are disclosed at scoping so a client can assess independence before instructing us.
Market research · Diligence
Investor Research
Commercial due diligence and market evidence to support investment and financing decisions.
Overview
We provide independent, evidence-based commercial due diligence for investors assessing an acquisition, financing or portfolio decision. Market attractiveness, competitive position, customer concentration and growth assumptions are each tested against primary evidence rather than accepted from management materials alone. Findings are delivered on the timeline investment processes require, with a clearly flagged summary of risks.
Methods
How the work is done.
The methods below are documented in every investor research engagement, so the findings can be checked and reproduced.
Market attractiveness and growth-assumption testing
Customer reference calls and concentration analysis
Competitive position and pricing-power assessment
Management and expert interviews alongside data-room review
Red-flag identification against the investment thesis
Example outputs
What you receive.
Deliverables are agreed at scoping. A typical engagement produces:
- Commercial due diligence report structured to the investment thesis
- Market attractiveness and growth scorecard
- Customer reference call summary and concentration analysis
- Red-flag summary memo for the investment committee
Relevant sectors
Where this work is commissioned.
Investor Research is most often commissioned across these sectors, though the method travels well beyond them.
- Financial services
- Technology & telecommunications
- Health & life sciences
- Energy & natural resources
- Manufacturing & industrials
Common questions
Frequently asked.
How quickly can a due diligence study be delivered?
Timelines are set by the transaction; focused commercial due diligence can be delivered in two to four weeks where customer reference access and data-room materials are available promptly.
What happens if the evidence does not support the investment thesis?
We report findings as evidenced, including where they diverge from management's projections; the report's value to an investment committee depends on that independence.
More services
Explore the rest of our market research.
Sizing Market Sizing
Bottom-up and top-down estimates of market value, volume and growth.
Demand Customer Research
Segmentation, needs and buying behaviour from primary fieldwork.
Landscape Competitive Intelligence
Structured analysis of competitors, positioning and market share.
Sectors Sector Reports
In-depth studies of industry structure, drivers and outlook.
Entry Market Entry
Feasibility, demand and regulatory assessment for new markets.
Positioning Brand & Positioning Research
Perception, messaging and category-positioning studies.
Policy Policy & Market Research
Regulatory impact and market analysis for public decisions.
Commission a project
Discuss a investor research brief with our team.
Tell us the decision you are trying to make. We will propose a scope, method and timeline, and be candid about what independent research can and cannot settle.