Buy-Side Due Diligence


30 Years of Private Equity & Investment Advisory Services

Our Buy-side Diligence is built on a longstanding history working with Private Equity clients, amassing deep industry and asset expertise across the software & technology, business services, industrials, consumer, and healthcare sectors. We prioritize a highly collaborative, transparent, and efficient approach aimed at maximizing client value. Our work delves into market dynamics and opportunities, target business model and alignment, competitive positioning, risks, and value creation levers for future exit success. We enable clients to make well-informed investment decisions and uncover opportunities for revenue enhancement and ongoing value creation post-deal.

Recent Work

Grant Thornton Stax Provides Sell-side Support to MCCi on its Acquisition by Incline Equity Partners
January 28, 2026
Grant Thornton Stax supported MCCi, a leading provider of enterprise content management and workflow automation solutions, on its acquisition by Incline Equity Partners. Read more.
Grant Thornton Stax Provides Sell-side Support to Czarnowski on its Acquisition by Platinum Equity
January 23, 2026
Grant Thornton Stax supported event and live experience provider, Czarnowski, on its recent acquisition by Platinum Equity. Read more about the deal here.
Grant Thornton Stax Advises Gauge Capital on Investment in Ecosystems
January 20, 2026
Grant Thornton Stax supported Gauge Capital on its recent strategic growth investment in Ecosystems, a category-defining SaaS platform for CVM. Read more about the deal.
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What We Do

  • Market Opportunity Sizing & Segmentation

    Quantify the market size, growth potential, and granular segmentation of current and future levels of adoption, penetration, and growth across the various segments.

  • Customer Purchasing & Usage Dynamics

    Determine a potential investment's alignment with relevant and / or prioritized market segments, taking into account customer purchasing criteria and evolving demand trends. Provide impartial views around the investment’s current and potential market share.

  • Competitive Landscape & Positioning

    Assess the target’s right-to-win and defensibility of positioning within relevant competitive set. Includes identification of competitive threats and evaluation of the defensibility of the asset’s market position. 

  • Growth & Value Creation Opportunities

    Identify and validate forward-looking opportunities for growth and/or value creation. Provide a framework to guide the prioritization of identified opportunities.

  • ESG & Impact Risk Mitigation

    Identify ESG factors pertinent to investment performance. Assess related risks and mitigation strategies, as well as opportunities to create value via ESG-centric initiatives. Learn more.

Leadership

Image of Paul Edwards

Global Practice Lead

Image of Robert Lytle

Senior Managing Director

Recent Insights

ESG Trends to Watch: Grant Thornton Stax’s Top 10 for 2026
By Anuj A. Shah January 9, 2026
Grant Thornton Stax Partner and ESG practice leader, Anuj A. Shah, shares the top 10 ESG trends to watch for 2026. Click to read more.
Phil Dunne Featured on The Consulting Report's Podcast: Top Consultant
By Phil Dunne October 23, 2025
Stax Managing Director Phil Dunne recently joined the Top Consultant podcast hosted by The Consulting Report, to discuss his career and Grant Thornton Stax. Listen to the show here.
Grant Thornton Stax Advises Transaction of CENTEGIX
August 20, 2025
Grant Thornton Stax’s Education & Public Sector practice supported Charlesbank Capital Partners, Gauge Capital, Baird, and Shea & Company on the recent successful transaction of CENTEGIX. Read more.
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