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.

Buy-Side Due Diligence Services

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 Inspectorio on Investment by Apax

Grant Thornton Stax Provides Sell-side Support to Inspectorio on its Growth Investment by Apax Digital Funds

July 16, 2026

Grant Thornton Stax congratulates Inspectorio, a production-chain management platform, on its growth investment by Apax Digital Funds, the growth equity arm of Apax. Read more here.

Grant Thornton Stax Advises ETS on its Acquisition of ACT

July 9, 2026

Grant Thornton Stax supported ETS on its recent acquisition of ACT, a leading provider of college and career readiness solutions. Read more about the deal here.

Stax Sell-side: Corestream Strategic Investment from Lightyear

Grant Thornton Stax Provides Sell-side Support to Corestream on Their Strategic Investment from Lightyear Capital

July 8, 2026

Grant Thornton Stax supported Corestream, a leading voluntary benefits and employee savings technology platform, on its strategic investment from Lightyear Capital. Read more here.

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.