David Jones

More often than before, operating partners are being brought into the due diligence process in order to build a robust commercial and operational due diligence and to unlock hidden value before an acquisition. Join this session to hear from experienced operating partners on how they have approached the due diligence process in evaluating the company’s commercial performance, operational readiness, and integration fit to ensure smarter investments and faster post-deal value realisation.

·       Uncover value drivers and risk factors early through operational and commercial due diligence

·       Explore methodologies for evaluating market positioning, customer base health and revenue sustainability

·       Understand how to assess operational maturity, scalability and integration readiness to inform post-deal planning

·       Gain practical insights where due diligence led to successful value creation or helped avoid value traps

·       Where can operating partners get involved in due diligence?

·       What are the perspectives from the Portco executives? 

Traditional due diligence often misses critical issues - leaking "roofs" and inefficiencies "swept under the carpet." And once the deal is done, how can PE firms accelerate efficiency improvements and drive bottom-line growth? This session will share examples on how a structured, analytics-driven approach can enhance portfolio value and maximise returns throughout the investment lifecycle:

·       Identify early red flags and validate performance metrics before acquisition

·       Leveraging data and analytics to carry out rapid operational health assessments and drive ongoing performance monitoring and improvement

·       What is the top-line growth opportunity that can be achieved through data and analytics?