The Continental Exchange: Case Study
Mapping the Competitive Landscape of Commercial Diligence Providers
Senior PE buyer perspectives on vendor selection for high-value diligence engagements
Client Challenge:
An investor preparing for a recapitalization needed to validate the market position of a portfolio company in the commercial due diligence and value creation space. The key was to capture insight from the actual buyers of these services - the world's largest private equity funds - at the Partner, Managing Director, and Principal level. These executives control vendor selection for high-value diligence engagements, but are difficult to access and highly selective with their time. Without precision targeting, conversations risked yielding limited strategic value.
Our Role:
We executed a targeted expert sourcing and screening program, filtering for:
- Senior decision-making authority within PE or IB deal teams
- Direct purchasing experience with commercial due diligence / value creation providers
- No current or recent conflicts per client restrictions
Impact:
- 26 experts sourced in 2 weeks
- 10 advanced to client consultations following screening
- 100% cleared against strict conflict protocols
- Delivered senior decision-maker access into the top tier of the global PE landscape
Engagement
Completed April 2025 · 2 Weeks · 10 Expert Interviews
Service Offering
Commercial Due Diligence and Investment Research
Market Segment
Professional Services - Management Consulting & Transaction Advisory
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