Private Equity

Stax has more than two decades of experience working across the private equity and investment landscape. Our clients include over half of the top 20 largest private equity firms, a large number of mid-market firms and vertically focused funds, and many of their portfolio companies.

Stax has reviewed over 2,000 transactions across industries, geographies, and investment strategies. If you are considering an investment, there is a good chance that Stax has looked at the target, a competitor, or an industry player in the past and we have relevant experience. We’re told that we have a good bedside manner, and consistently bring content and insights to deal teams and management who are busy running the day-to-day operations of their companies.

What We Do

Due Diligence – Stax delivers commercial due diligence engagements with speed, transparency, and the collaboration necessary to provide the right assistance in a deadline-driven deal situation. We bring tremendous content and facts to light, generating a substantive fact-base and insights on the specific deal, and are a thought partner in the M&A process.

Post-Close Value Creation – Post-close is the best time to take the learnings of diligence a step further and put them to work. Stax works with management teams to further understand potential growth opportunities and profit improvement, develop an action plan, and gain alignment between management teams and investors.

Industry and Acquisition Screening – Stax’s data-driven framework for acquisition screening blends strategic thinking, a defined research approach, and common sense practicality to produce actionable results fast. We assess and prioritize acquisition strategies, define key candidate criteria, identify potential targets, and conduct initial candidate screening. This enables our clients to make better informed acquisition decisions that meet their objectives.

Value Creation for Portfolio Companies – Stax works with portfolio companies’ management teams to help realize opportunities and create value, from deal close through exit. We help develop strategies and quantify opportunities to drive short and mid-term organic revenue growth, sales optimization, profit improvement, geographic expansion, and entry into adjacent markets and channels.

Exit Planning – Stax works with management teams to provide substantive leverage in preparing companies for exit — whether the exit is expected in three years or even three months. We work throughout pre-deal, deal, ownership, and growth to maximize value all the way through to a successful exit.