GRAPH Papers® Commercial Diligence Best Practices

Home   |   GRAPH Papers®   |   Topics

Channel

Authors
Topic: Channel
Search
050

CDD for Tech Implementation & Support Businesses – Spotting the Good, the Bad and the Ugly

By Phil Craig

With software multiples remaining stuck around record highs [in '22 and '23], many technology investors are pushing increasing dollars into the tech advisor and technology implementation/support partner market (often marketed as "Digital Transformation service providers"). These businesses are subject to similar market growth rates (minimum >10% p.a., many >20% p.a.), but relative to the…
048

By Nature, it’s the Channel (and a Leading Value Gen Lever)

By Mark Stein

The Target Co. is playing in a great space (e.g., strong tailwinds, right segment(s), etc.), has product(s) that attract valuable customers, the diligence indicates that the product line is differentiated, and the management team is presenting a very good, if not great, growth case. Unit economics are strong, and the IC can reasonably conclude that this might be a great opportunity. A nice find…

Search