Our Operational Due Diligence helps private equity sponsors and lenders see the real operational value, and risk, in a target before they commit. We validate the investment thesis, quantify synergies and one-off costs, and lay the groundwork to start capturing value from Day 1.
MERU colleagues hail from some of the largest professional services firms in the world. Our team brings hands-on diligence experience with middle-market companies across industrials, manufacturing, retail and consumer, and B2B services.
We take a bespoke bottom-up approach, built on interviews, data analysis and hands-on operating experience rather than high-level benchmarks. We become an extension of your deal team, aligning directly with your investment model to minimize rework. Our network of 175+ Strategic Partners and our in-house Data Architects help us get up to speed quickly and find value that generalists don't see.
Service Offerings
- Value creation and synergies: Validate the investment thesis and quantify commercial, operational and SG&A synergies, with one-off costs and implementation timelines
- Operations and footprint: Assess manufacturing and warehouse capacity, procurement and logistics spend, and facility consolidation opportunities
- Organization and risk: Evaluate organizational structure, key people, customer and vendor exposure, and vulnerabilities in the business plan
- Data infrastructure and reporting: Assess data and AI readiness, and plan how to automate Sponsor reporting within weeks of close
- Roadmap to value delivery: Build a 100-day plan with milestones, owners and KPIs, plus the governance, talent and data enablers needed to capture value from Day 1
Value Proposition
Diligence is only worth as much as the value that actually gets delivered. Our team has led post-deal integrations, carve-outs and turnarounds, so we test every opportunity against what it will take to capture it: one-off costs, timing and resources. Sponsors and lenders find our reports clear and credible, and they regularly use them to secure financing. Our commercial terms are flexible and can include fees tied to realized value. After close, we can stay on to help management teams execute the plan.
Representative Case Studies
CLIENT |
TAG |
DESCRIPTION |
|---|---|---|
| $250M Bedding Products Company | Consumer | Diligenced a proposed merger, identifying $24M+ in synergy value, a ~50% increase over baseline |
| $150M Household Product Manufacturer | Consumer | Identified $15M+ in synergy value, a ~60% increase over baseline, through a footprint and supply chain assessment |
| $140M HVAC Manufacturer | Industrial | Identified $14M+ in value from commercial uplifts and cost reductions across the P&L |
| $600M Lumber Distributor | Industrial | Led diligence for the carveout of a $600M lumber distributor from a $7B parent company |
Practice Leadership
