Test the commercial logic before you sign.
Independent commercial due diligence for investors and leadership teams assessing an acquisition, investment or merger. We examine whether revenue will hold, what the assets are really worth and which assumptions carry the price.
What we test
Revenue quality
How durable is the revenue? We test customer concentration, contract terms, renewal behaviour, pricing power and how much growth depends on a few accounts or channels.
Market and competitive position
Is the target's position defensible? We examine demand drivers, competitor moves, switching costs and whether the market supports the growth in the plan.
Technology and IP assets
What exactly is being bought? We assess intellectual property, platform dependencies, data assets and how much value depends on third parties.
Deal assumptions
What must be true for the price to work? We rebuild the key assumptions, run downside scenarios and show where valuation is most exposed.
Integration and value creation
Can the value be captured after close? We set out integration priorities, operating model changes and the risks that erode synergies.
Relevant experience
Technology and media · Jequity engagement
Do the target assets justify the price?
Built the IP strategy and commercial due diligence framework for more than $12M in category acquisitions. Evaluated competitive position, technology assets and revenue durability, producing an acquisition case for investor decision-making.
Medical technology · Prior role
Integration after a $12.2B merger
At a Fortune 500 medical technology company, the founder led strategic planning and forecasting across a 68-country portfolio during a $12.2B post-merger integration. That experience shapes how we test whether deal value survives integration.
Client names are withheld. The second example was achieved in a prior corporate role, not as a Jequity engagement.
How an engagement runs
- 01
Frame the decision
Agree the investment thesis, the price logic and the questions the diligence must answer.
- 02
Test the evidence
Review data room material, management claims and market evidence against each other.
- 03
Model the downside
Translate findings into scenarios and sensitivities linked to valuation.
- 04
Recommend
A clear view: proceed, renegotiate or walk away, with red flags and price adjustment points.
What you receive
A commercial diligence report, a red flag assessment, price adjustment points and an acquisition case built for investor decision-making.
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