Your partner during the pre- and post-transaction phase

UTR Consulting offers support to private equity firms during the pre- and post-transaction phase with two specific services focused on the Consumer Goods & Retail and Manufacturing & Wholesale sectors:

  • Commercial due diligence
  • Value optimization portfolio companies

Commercial due diligence as a basis for a founded investment decision

During the pre-transaction phase it is crucial to quickly gain an objective and in-depth insight into an organization and its business environment. Our commercial due diligence provides this insight. Although every due diligence investigation has its own characteristics, the following activities are usually in scope:

  • Analysis of the organization from a strategic and financial perspective
  • Evaluation of the (commercial) organization and operational processes
  • Analysis of the market, relevant developments and underlying drivers
  • Determination of the market position compared to competition
  • Analysis of customers and customer satisfaction
  • Business plan evaluation
  • Risk assessment

Because of our extensive knowledge of the sectors we serve, we are usually able to conduct a due diligence investigation within a few weeks. During our research we obviously do not limit ourselves to desk research; we often involve other industry experts and opinion leaders in the process to maximize the added value of our conclusions.

Value optimization portfolio companies

During the crucial post-transaction phase, a major theme is value creation through long-term involvement. UTR Consulting helps portfolio companies to realize profitable growth by optimizing the:

  • Growth strategy (primarily autonomous)
  • Channel and portfolio strategy
  • Pricing capabilities
  • Sales capabilities

We work in close cooperation with the company when developing improvement initiatives. Our project approach consists of three generic phases:

  1. A quick scan phase (± 2 weeks) in which the organization is screened, resulting in a first selection of promising improvement initiatives;
  2. An audit phase (± 6 weeks) in which the selected improvement initiatives are worked out in detail on basis of which the calculated improvement potential is validated. Furthermore, so-called ’quick wins’ are implemented;
  3. An implementation phase in which the improvement initiatives with a relatively high complexity are implemented (the duration of this phase is strongly dependent on the number of initiatives).