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

Stax Provides Sell-side Support to Peak Rock Capital on its Sale of Amtech to Vista Equity Partners

June 25, 2025

Stax congratulates Peak Rock Capital on its recent sale of Amtech Software, a leading provider of industrial software to the global packaging industry, to Vista Equity Partners. Read more here.

Stax Provides Sell-Side Support to ProfitSolv on its Investment co-led by FTV Capital and Lightyear Capital

June 25, 2025

Stax supported ProfitSolv, a practice management software & payments provider, on its recent investment co-led by FTV Capital and existing investor Lightyear Capital. Read more.

Stax Advises Tenzing on Investment in ScreenCloud, a Cloud Digital Signage Leader

May 12, 2025

Stax congratulates Tenzing on its recent strategic investment in ScreenCloud, a global leader in cloud digital signage solutions. Click here to read more about the deal.

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

Paul Edwards

Global Practice Lead

Robert Lytle

Senior Managing Director

Recent Insights

Deceptively Simple, Deeply Strategic: Why the B2B Events Industry Demands a Nuanced DD Lens