Private Equity · Commercial Diligence
Senior-led, rapid thesis stress testing to drive clarity on the decision-critical issues shaping the investment case
Discuss an OpportunityTraditional commercial diligence often seeks broad market understanding. SIG instead focuses diligence resources on the assumptions most critical to the investment case.
Using targeted outside-in research, we help investment teams assess which elements of an investment thesis are directionally sound enough to underwrite — and which raise meaningful concerns.
Clients receive a concise, synthesized summary highlighting red flags, green lights, and prioritized questions for confirmatory diligence, with deeper supporting evidence provided in an appendix.
Traditional Scope
SIG Thesis Stress Test
Market size & growth
Is growth sustainable?
Industry dynamics
Is product category durable?
Competitive landscape
Is wallet share stable?
Customer trends
Will customers renew?
Managing Director, Private Equity Firm
We help private equity and investment teams answer defined underwriting questions when traditional commercial diligence is unnecessary or difficult to justify.
We use a consistent question-to-evidence mapping to structure research around the investment thesis, translating findings into clear implications for the investment case.
Our research methods can be used individually or combined depending on the diligence need, with most engagements designed to fit standard transaction timelines (typically 1–3 weeks).
Purpose-built customer and consumer surveys to gather directional quantitative evidence on behavior, expectations, and market trends.
Targeted interviews with customers, experts, and other industry participants to gather qualitative insights and primary market sentiment.
Third-party data and secondary research used selectively to contextualize primary findings and address specific evidence gaps.
This work is led by senior practitioners with more than 20 years of experience supporting private equity diligence and portfolio initiatives. Through repeated exposure across varied deal contexts, we have developed strong pattern recognition around how to frame complex investment questions, gather and interpret the evidence needed to address them, and synthesize disparate findings into clear investment implications.
Advisory experience spanning large global platforms to lean, mid-market specialists, across investment evaluation and value creation work
Repeated exposure across dozens of investment theses, building pattern recognition through varied deal contexts
Broad exposure across varied business models, go-to-market approaches, and industry structures
