Private Capital & Principal Investors · Corporate Finance, M&A & Strategy
Private Capital Technical Due Diligence & Portfolio Ops
Test the operating story before you invest, then help deliver the improvement plan after closing
Discuss this serviceWhat it is
Private Capital Technical Due Diligence & Portfolio Ops
We support private equity, infrastructure funds, and family offices across the investment cycle: pre-deal technical and operational due diligence, 100-day value creation plans, capex reviews, and exit readiness for industrial and real-asset businesses.
- Typical duration
- 2 to 4 weeks for pre-deal DD; 3 to 6 months for 100-day programmes
The business problem
Why clients need this
In industrial and infrastructure businesses, under-maintained equipment, overstated capacity, and deferred capex can materially change the value of a deal if they are not found before signing.
- 01
Management statements on capacity and asset condition need independent engineering verification.
- 02
Value creation plans stall when there is no one to execute the operational changes on the shop floor.
- 03
Exit processes are weaker when asset records, capacity data, and maintenance history are incomplete.
Our approach
How we deliver it
- 1
Pre-Deal Technical Due Diligence
On-site assessment of asset condition, capacity utilisation, environmental compliance, and future capex requirements.
- 2
100-Day Value Creation Plan
Prioritised EBITDA initiatives such as bottleneck removal, procurement savings, and maintenance improvement, with owners and milestones.
- 3
Mid-Hold Performance Tracking
Setting up operational KPI tracking, maintenance planning, and energy cost reduction programmes.
- 4
Vendor Due Diligence for Exit
Preparing technical asset documentation and capacity data books that stand up to buyer scrutiny.
Data & AI
How technology strengthens this service
We analyse the target's own production, maintenance, and cost data and compare it with published industry benchmarks to size realistic operational upside and separate it from optimistic projections.
How we use AI across our workTypical deliverables
What you receive
- Pre-Acquisition Technical Due Diligence (TDD) Report
- 100-Day Operational & Capex Value Creation Plan
- Asset Condition & Replacement Capex Model
- Vendor Technical Due Diligence (VTDD) Exit Pack
Outcomes
What changes for you
- Capex and operational risks quantified and reflected in price or deal terms before closing
- A costed improvement plan with clear owners, targets, and timelines
- Asset records and data books that support a credible exit process
Who it is for
- Private equity buyout & growth funds
- Infrastructure investment funds
- Family office direct investors
- Special situations & private credit funds
FAQs
Common questions
How do you work with financial and legal advisers on a deal?+
We align with the deal timetable and feed engineering and capex findings directly into the financial model, SPA negotiations, and the investment committee paper.
Can you help with execution after the acquisition?+
Yes. Our senior team works alongside portfolio company management to put the 100-day plan into practice, not just write it.
Do you cover multi-site portfolios across the United States?+
Yes. We structure site visits and data requests to cover multi-site portfolios across the United States within the deal timeline.
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