Services

How We Help

Three service areas, all senior-led, all structured around your timeline.

01

Commercial Due Diligence

For: Private equity investors evaluating acquisition targets

Commercial due diligence is the most time-pressured work in the deal process. It has to be fast, it has to be fact-based, and it has to give your investment committee a view they can act on — not a research summary.

Typical scope

  • Market sizing and growth dynamics (bottom-up, not industry report extrapolation)
  • Competitive positioning and defensibility of the target's market position
  • Customer concentration, churn, and expansion economics
  • Channel and distribution risk
  • Management assessment and execution credibility

Deliverable

CDD report + management presentation, structured for IC review

We work directly with your deal team throughout — not just at kickoff and delivery.

02

Growth Strategy

For: PE portfolio companies and corporate management teams

Growth strategy work creates value when it changes something: a resource allocation, a market bet, a go-to-market structure. It doesn't create value when it produces a deck that confirms what leadership already believed.

Typical scope

  • Adjacent market opportunity sizing (primary research, not secondary data)
  • Competitive dynamics in target adjacencies
  • Build vs. buy vs. partner assessment
  • Go-to-market channel strategy
  • Prioritized roadmap with resource implications

Deliverable

Growth strategy + prioritized roadmap + optional implementation support

Engagements are structured around a specific decision — usually about where to invest growth capital across two or three real options.

03

Value Creation & PMO

For: PE sponsors managing post-acquisition transformation

Most value creation plans are well-constructed and poorly executed. The strategy is usually fine. The accountability structure usually isn't.

Typical scope

  • Hundred-day plan design and prioritization
  • KPI framework development
  • PMO governance structure
  • Biweekly or monthly operating reviews
  • Bolt-on integration support

Deliverable

Value creation plan + ongoing PMO support (retainer structures available)

We sit at the intersection of strategy and operations — building the value creation agenda, establishing the operating rhythm, and tracking progress through to exit.

How it works

Engagement Model

Timeline

4–12 weeks depending on scope

Process

Discovery → Analysis → Synthesis → Delivery, with interim check-ins throughout

Pricing

Fixed-fee project pricing. Retainer structures available for PMO and ongoing advisory.

Starting point

An email conversation to scope the work. No RFP required.

Ready to talk?

Get in touch to discuss your situation.

joe@atalayainsights.com