Operational Due Diligence and the Middle-Market

Mid-market companies often complicate operational due diligence with limited infrastructure, incomplete data, resource constraints, inefficiencies, and integration risks. Impact Point addresses these unique challenges with a tailored approach for mid-market needs.

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Benefits of Using Operational Due Diligence

Assess with Mid-Market Expertise: Review current manufacturing, warehouse, and supply chain operations to identify risks and mitigation actions within a target company’s operations.

Determine Scale-and-Grow Ability: Help assess a target company’s ability to scale and grow post-acquisition.

Recommend Initiatives for Growth: Identify potential value-creation initiatives across operations.

Benefits of Using Operational Due Diligence

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How IPC Works with Your Teams

How IPC Works with Your Teams Operational Due Diligence

Hands-On Site Visit: Meet with management and perform a site visit to review operations.

Perform Any Needed Data Analysis.

Thorough Assessment in Key Areas: Assess current manufacturing, warehouse, and supply chain operations.

Project Development: Identify value-creation opportunities and develop projects.

Key Results

Reduced response times for customer inquiries by 20%.
Improved customer satisfaction ratings by streamlining service operations.
Achieved a 15% increase in sales due to faster response times and more efficient customer service processes.

SITUATION

Industrial equipment manufacturer with complex equipment sales and service operations.
Facing slower response times and customer dissatisfaction due to inefficiencies in managing these operations.

What We Did

Analyzed sales and service workflows, identifying bottlenecks and areas for improvement.
Restructured key processes and introduced automated systems to speed up service delivery and sales support.
Provided recommendations for operational improvements in customer service.

Chad Stacey

Partner

Chad Stacey is one of the founding partners of Impact Point Co., and leads the firm’s M&A Services group. Based out of New York, Chad has 16+ years of experience in providing professional services to clients from the PE middle market through to Fortune 100 companies. His experience includes merger integration planning & execution, synergy assessments, carve-out support, cost efficiency and working capital optimization. Chad tailors Impact Point’s M&A services methodologies to each client, and his expertise spans many industries including technology, telco, industrials, healthcare, consumer products, and pharmaceuticals.

Chad also serves as the Program Director for the US M&A Executives Council for The Conference Board, a not-for-profit think tank composed of M&A leaders from the world’s largest acquirers.

Prior to founding Impact Point, Chad previously worked within Alvarez and Marsal’s Private Equity Performance Improvement group, primarily focused on supporting PE Portcos in the middle market to execute their portfolio investment strategies. Chad led programs including merger integration, carve-outs, cost take-out and other performance improvement initiatives. Prior to A&M, he worked with EY in London, UK and Perth, Australia, where he delivered transaction advisory services, due diligence and working capital optimization for both Private Equity portcos and public companies. His qualifications include a BCom from Curtin University in Western Australia, and his postgraduate qualifications include a GradDip in Applied Finance from the Financial Services Institute of Australasia (FINSIA), and he is a qualified CA (Institute of Chartered Accountants, Australia and New Zealand).