The Post-Mortem Investment Analysis

We conduct the analysis during integration to increase the business's sellability and valuation, ensuring it is set up to achieve the valuation target at exit. Or post-exit to ensure improved decision-making and outcomes by analyzing past successes and failures, benchmarking the deal against the industry to capture additional lessons, and building investor confidence.

A post-mortem investment analysis is a rigorous, systematic review of deals you've acquired or exited; it examines the financial returns, operational improvements, value creation efforts, risk management, and transaction execution to extract actionable insights on what drives success or underperformance. And it offers an unbiased, data-driven look at investment outcome through a scoring methodology that is both comprehensive and detailed.

Clear Attribution of Value Drivers

We detail how revenue, profitability, and multiples grew during the holding period, giving you a transparent view of performance.

In-Depth Review of Initiatives

An exhaustive review of value creation initiatives, from process improvements and tech enhancements to financial strategy and sales optimization.

Risk Management Assessment

Understand how critical vulnerabilities were addressed, what challenges remain, and how your risk mitigation strategy performed.

Actionable Opportunity Mapping

Receive a strategic map for your next investment—rooted in real outcomes—that identifies opportunities for even greater value creation.

Investment Return Analysis

A full breakdown of financial performance, including EV growth, IRR, MOIC, multiple expansion, and holding period growth, attributing each to investment success or capital loss.

Transaction Strength Analysis

A detailed review of your deal structure, negotiations, seller rapport and stakeholder management strengths and weaknesses and impact on the investment returns.

Learn From Your Past Investments. Maximize Your Returns.