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

Stax Sell-side Support: Equity Methods on its Acquistion by HGGC​
April 29, 2025
Stax supported Equity Methods, provider of executive & stock-based compensation reporting, valuation, and advisory services, on its recent acquisition by HGGC. Read more.
Stax Provides Sell-side Support to Koozie Group on its Acquisition by Garyline​
April 17, 2025
Stax congratulates Koozie Group, a leading US-based manufacturer, decorator, and supplier of promotional products, on its recent acquisition by Garyline. Learn more about the deal here.
Stax Provides Sell-side Support to Command Investigations on its Acquisition by Incline Equity Partn
April 9, 2025
Stax provided sell-side support for Command Investigations, a national provider of insurance investigation services, on its recent acquisition by Incline Equity Partners. Click here to read more.
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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

Stax Sell-side Support: Equity Methods on its Acquistion by HGGC​
April 29, 2025
Stax supported Equity Methods, provider of executive & stock-based compensation reporting, valuation, and advisory services, on its recent acquisition by HGGC. Read more.
Stax Provides Sell-side Support to Koozie Group on its Acquisition by Garyline​
April 17, 2025
Stax congratulates Koozie Group, a leading US-based manufacturer, decorator, and supplier of promotional products, on its recent acquisition by Garyline. Learn more about the deal here.
Stax Provides Sell-side Support to Command Investigations on its Acquisition by Incline Equity Partn
April 9, 2025
Stax provided sell-side support for Command Investigations, a national provider of insurance investigation services, on its recent acquisition by Incline Equity Partners. Click here to read more.
Show More