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 Advises LLR Partners and FTV Capital on Merger Between Parking Solution Providers ParkHub and JustPark

25 Mar, 2024

Stax recently provided support for LLR Partner and FTV Capital on the merger between ParkHub and JustPark. Learn more.

Stax Advises Rubicon on its Investment in Vimly Benefit Solutions

27 Feb, 2024

Stax congratulates Rubicon Technology Partners on their recent investment in Vimly Benefit Solutions, an employee benefits solutions provider. Learn more.

Stax Advises Fort Point Capital on its Investment in Ice House America

25 Jan, 2024

Stax congratulates Fort Point Capital on their investment in Ice House America, an ice and water vendor and distributor. Learn more.

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.