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  Sell-side: Outcomes Strategic Investment From H.I.G. Capital
September 2, 2026
Grant Thornton Stax supported Outcomes, a leading provider of clinical network services and pharmacy technology, on its recent acquisition by H.I.G. Capital. Read more.
Grant Thornton Stax Advises AirPro & Rotunda Capital on Merger with Revv
August 24, 2026
Grant Thornton Stax supported AirPro Diagnostics and Rotunda Capital Partners on AirPro's recent merger with Revv, a leading AI-powered OS for ADAS automotive repair workflows. Read more.
Grant Thornton Stax Advises Equality Asset Management on its Partnership With OptionMetrics
August 5, 2026
Grant Thornton Stax supported Equality Asset Management on its recent partnership with OptionMetrics, a leading options data & analytics provider. Read about the deal here.
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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

Grant Thornton Stax  Sell-side: Outcomes Strategic Investment From H.I.G. Capital
September 2, 2026
Grant Thornton Stax supported Outcomes, a leading provider of clinical network services and pharmacy technology, on its recent acquisition by H.I.G. Capital. Read more.
Stax Advises Orion Legal MSO on Partnership with John Foy & Associates
June 16, 2026
Grant Thornton Stax congratulates Orion Legal MSO, a managed services organization supporting law firms, on its partnership with John Foy & Associates. Read more.
Stax Advises Orion Legal MSO on Partnership with Hughes & Coleman
May 26, 2026
Grant Thornton Stax congratulates Uplift Investors' Orion Legal MSO, a managed service organization, on its partnership with Hughes & Coleman Injury Lawyers. Read about the deal here.
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