Case studies
Building investor confidence and a clear roadmap through operational DD
The Challenge
A leading UK-based private equity firm was evaluating an investment in a £30-million turnover consultancy, aiming to capitalise on a significant market opportunity. Having completed financial due diligence, they recognised the need for a rigorous operational assessment to identify execution risks, validate the company’s ability to scale and develop a clear post-transaction improvement plan.
The firm required a structured operational due diligence process that would provide clarity on the target company’s strengths, operational constraints and the steps needed to align with its growth projections. The work had to be completed within a tight four-week period.
The Solution
Garwood was engaged to deliver a structured operational due diligence assessment within a four-week timeframe. Using our proven methodology, we conducted a comprehensive review of the target company’s processes, capabilities, and governance.
Our analysis focused on:
- Identifying operational risks and constraints
- Evaluating business processes and execution capabilities
- Assessing governance and leadership structures
- Providing clear, prioritised recommendations for improvement
We worked closely with both the private equity firm and the target company’s executive team to ensure alignment throughout the process. The due diligence was designed to offer the clarity and insight needed to inform the investment decision and support post-transaction planning.
The Result
Our assessment provided the PE firm with a clear understanding of the target company’s operational landscape, highlighting strengths and areas for enhancement. The findings enabled them to make an informed investment decision, backed by a structured improvement plan to mitigate risks and drive post-transaction performance.
With our strategic guidance, the client gained a roadmap for enhancing operational effectiveness, ensuring that the investment aligned with the company’s long-term growth objectives. The work also helped build alignment between the private equity firm and the target company, supporting a collaborative approach to future success.
