Diligence from operators.
Commercial and technical diligence on beauty and wellness targets, for investors and PE firms. After close, we help management run the plan.
What the CIM leaves out.
The CIM says hero SKU, loyal base, room to run. You need to know what breaks that thesis before you sign, and who runs the plan after you do.
Before you sign, and after.
Before you sign
Commercial diligence
We test velocity by door, the quality of those doors, channel mix and pricing headroom. You learn how much of the growth is repeat purchase and how much is new distribution.
Technical diligence
Material scientists read the formula, the IP, the supply chain and the regulatory exposure. You learn what a competitor can copy and which ingredients have a date ahead of them.
After close
Value creation
We write the 100-day plan with management, then put operators beside them to run it.
Run to your deal clock.
Call
45 minutes with a partner, under NDA. Bring the teaser or CIM and your timeline.
Scope
One page, sized to your exclusivity window: the questions, the team and the fixed fee.
Diligence
Two to four weeks in the data room and with management. You hear each red flag the day we find it.
Memo
Findings in the form your investment committee reads, with the questions still open.
After close
If you proceed, the same team writes the 100-day plan and stays to run it with management.
What your committee reads.
A diligence memo
Commercial and technical findings in one document, with the three questions to put to management.
A regulatory read
Where the formula and the claims stand today, and the dates ahead of them.
A value creation plan
The first 100 days, with owners, and the model behind it.
Why operators.
$20B+
In value delivered
The value we count across our work in beauty and wellness. Ask us for the basis on the call.
20+
Years of experience
Our team has run brands in consumer and professional channels, as well as assessed them.
Multiple
Liquidity events
We write the plan with the exit in view, because we have been through several.
Commercial diligence reads the P&L. Our material scientists also read the formula: what can be copied, what can be claimed and what regulation will change.
See how we read a formulaBefore you book.
Can you work inside our exclusivity window?
Yes. We size the scope to the days you have, and say on the first call if the window is too short for a useful answer.
Do you have conflicts with brands in our pipeline?
We check before the first call and tell you. We do not work both sides of a process.
Who stays after close?
The partner who led the diligence. Operators from our network join for the parts of the plan that need them.
What happens on the first call?
You get 45 minutes with a partner. Tell us the decision you face and we tell you how we would approach it.
What does an engagement cost?
A fixed fee, agreed in the scope after the first call.
Will you sign an NDA?
Yes. Send yours before the call, or ask for ours.
Bring the teaser or CIM and your timeline.
Book 45 minutes with a partner.