A company and market view
A focused brief connecting commercial performance, market context and competitive position, with evidence and open questions clearly identified.
COMMERCIAL INTELLIGENCE FOR PRIVATE EQUITY
Commercial clarity.Before and after the deal.
Understand the company, the market and the assumptions behind growth.
For PE acquisition and M&A teams evaluating businesses without a dedicated commercial intelligence function. Start with focused analysis before acquisition, then keep that analysis current after close.
With Chad Angle and Optimax · Acquisition analysis and ongoing commercial insights
BUILT FOR THE ACQUISITION DECISION
PE acquisition teamsM&A leadersPortfolio operators
THE COMMERCIAL QUESTIONS
Start with the deal thesis.
Follow what changes.
The focus depends on the business and the decision ahead. These are examples of questions we can scope together.
| Area of focus | Before acquisition | After close |
|---|---|---|
| Market & competition | Where does demand come from, how is the market changing and why do customers choose this business? | Follow changes in demand, competitor offers and the company’s position in the market. |
| Customers & revenue | What drives growth and retention? Where does the business depend on a small number of customers or channels? | Revisit customer concentration, retention patterns and the assumptions behind revenue growth. |
| Go to market | How does the company win business? What evidence supports its pipeline, pricing and expansion assumptions? | Compare commercial signals with the original growth case and identify questions that need attention. |
| Capacity to execute | Do the people, processes and systems support the growth plan? What depends on a few key individuals? | Keep emerging constraints, capability gaps and priorities visible as the business grows. |
A FOCUSED ENGAGEMENT
Useful analysis.
A clearer next decision.
Agree the questions, available information and working output before the engagement begins. The scope should fit the acquisition and the team making the decision.
Implications for the deal
A discussion of what supports the acquisition thesis, what needs further investigation and which commercial priorities deserve attention.
Continuity after close
An ongoing review of agreed commercial questions, with a cadence and format matched to the portfolio company and its owners.
Start before acquisition. Continue into ownership.
The initial work can stand alone. Ongoing support can keep the same commercial questions current after close, with scope, access and review cadence agreed separately.
CHAD’S PERSPECTIVE
An operator’s perspective on the investment case.
My experience includes work with Serent Capital, Main Street Capital and KKR, alongside senior commercial and operating leadership inside portfolio businesses.
At Serent Capital backed Safety Services Company, I led commercial transformation spanning revenue strategy, pricing, new services and operating performance. At Main Street Capital backed Televerde, I led global sales and operations across nine engagement centers and more than 600 employees.
That experience shapes the questions I bring to an acquisition conversation: What supports the growth assumptions? Can the team execute them? Where might customer relationships, commercial processes or delivery capacity put the plan at risk?
Working with the Optimax team, I bring that operating perspective to understanding the business before acquisition and keeping its commercial priorities in view after close.
Explore my executive experienceBEFORE WE TALK
Your questions, answered.
Who is this for?
PE acquisition and M&A teams evaluating businesses that do not have a dedicated commercial intelligence function. After close, the work can continue with the owners and portfolio leadership team.
How does this fit with the wider diligence process?
Scope the commercial questions around the work your deal team and other advisers are already doing. Agree what information is available, where additional evidence is needed and how the findings will support the acquisition discussion.
Do we need to commit to ongoing support?
No. The initial analysis can stand alone. Ongoing commercial insight after close is a separate scope, shaped around the questions and decisions that remain important during ownership.
What should we discuss first?
Start with your acquisition focus, where you are in the process, the commercial questions you need answered and your timing. We can then agree the information needed, the delivery team, outputs and commercial terms.
START WITH YOUR BUSINESS
Let’s discuss the acquisition.
Start with your acquisition focus, timing and the commercial questions you need answered. We can discuss a focused scope before acquisition or ongoing insight after close.
Book a Conversation with Chad
Prefer to send details first? Use the inquiry form.
Chad AngleFractional VP of Sales &
Business DevelopmentOptimax RevOps Agency
Business DevelopmentOptimax RevOps Agency
Prefer email? Email Chad about Commercial Intelligence
For PE acquisition teams, M&A leaders and portfolio operators.