Stax provides strategy and decision support to corporate clients ranging in size from Fortune 500 companies to the middle-market portfolio companies of our investor clients. Our work is data-driven, market-focused, and includes market assessment, opportunity identification and prioritization, customer segmentation and targeting, growth analysis, competitive assessment, and product rationalization and configuration.

Our strength is in integrating a range of information, both internal client data and external research and analysis, to provide a focused, fact-based foundation for decision making. And because decision-making is not a one-time event—some of our corporate clients face near-constant change in their business environment—Stax provides ongoing support, monitoring markets quarterly, identifying threats and new opportunities, and offering feedback and consultation on course correction.

Stax provides market-focused, strategic due diligence to upper-middle market and large leveraged buyout firms. Post-close, we help management teams and portfolio companies improve their operations and accelerate growth through our traditional corporate consulting.

Typical diligence requests include sizing markets, estimating market share and changes, conducting intensive customer and channel evaluations, data mining seller-provided data, isolating macroeconomic drivers for long-term forecasts, and analyzing the competition for an overall assessment of a company. We provide clients with an unbiased, fact-based assessment of the strength of a target company’s current position as well as its growth prospects.

Stax is uniquely structured to handle the fast-paced deal environment—we’re experts in diligence, with investor-related engagements accounting for nearly half of our work.