Due Diligence 2.0

A digital era requires a new approach to due diligence.

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the valearis approach

Holistic Due Diligence

We believe many existing due diligence approaches are insufficient. Analyzing targets in today's environment - where time to disruption is shorter than ever - requires a holistic approach: combining Commercial Due Diligence with Digital and IT Due Diligence.


That is the Valearis approach.

Commercial DD

Market

Competitive Landscape

Customer Behavior

Operational Performance

Business Plan

Digital DD

Traffic Acquisition

Online Marketing Effectiveness

Platform Performance

Customer Experience

Customer Retention & CRM

IT DD

IT Operations

Scalability & Maintainability

Security

Development Approach

Dev Roadmap & Budget

Our Services

How We can Help

At Valearis, we help both financial as well as strategic investors in the assessment of potential investments. Our sweet spot are small-to mid-cap size funds and strategic investors investing in targets with enterprise valuations ranging from €50-€500m. We accompany our clients from pre-deal outside-in evaluations and sector research to buy-side or sell-side commercial and digital due diligences. For digital sales- and marketing deep-dives as well as value creation, we partner with our sister firm eccelerate.

Our due diligence approaches can span from short, intense red-flag engagements to deep and extensive due diligences that expand the CDD into IT, tech, digital due diligence.

Deal Screening

We help clients analyze sectors and identify relevant targets as well as perform preliminary outside-in evaluations.

Commercial Due Diligence

Our core service - comprehensive commercial due diligence, analyzing small- & mid-cap targets in our areas of expertise.

Digital Due Diligence

Analysis of operational performance of targets with digital business models, gaining insights along the entire sales-marketing funnel.

IT Due Diligence

IT due diligence is concerned with the operations and development aspects of a target company's IT. The depth of an IT DD can go from a basic high-level overview to a detailed IT audit.

Value Creation & Add-Ons

We help you develop 100-day growth plans as well as identify potential add-ons as part of your roll-up strategy.

Vendor DD & Exit Planning

We help pave the way for an exit as well as prepare relevant VCDD documents, to enable a smooth sale to the next investor.

OUR APPROACH AND DIFFERENCE

"Rather than thinking, 'I am right', I started asking 'How do I know that I am right?'" - Ray Dalio

We begin commercial due diligence processes from a point of humility. We develop hypotheses, which we try to validate or refute, being particularly mindful of the impact of digitization.

Modern due diligence processes need to take into account the impact of digital technologies - both as a threat (red-flag) as well as an opportunity.

CDD teams need to identify the key questions that, when answered, allow a judgment as to whether a target is worth investing in - and standard approaches often do not deliver these answers. Instead of spending time on finding these relevant questions, CDD providers tend obfuscate a relevant opinion by deliver sheer mass of output.

We seek to truly understand the key drivers of the industry our targets operate in. We do this through intense preparation, through the addition of industry experts to our teams, and leveraging our extensive and complementary expertise.

We think both as advisers and as entrepreneurs. We constantly ask "What would we do, if it was our company?".

Design thinking approaches guide us, when determining potential disruptive forces that could affect targets. E.g. we use "destroy your business" exercises to understand scenarios in which the target business model could become obsolete, particularly given the potential impact of digitization. We also spend time to identify start-ups that could either be potential disruptive competitors or become attractive add-ons to the target.

Our team

Meet The team

Our core team is a mix of talents: analytical, creative and entrepreneurial. All our team members have excessive experience in buy-side and sell-side mergers & acquisitions, commercial due diligence and portfolio company value creation. However, they complete this experience with first-hand industry and start-up experience as well as general awesomeness.

We complete our team with industry experts and digital experts (e.g. from our sister firm eccelerate) where necessary, thereby always guaranteeing an intimate understanding of the target's industry on our team and reducing ramp up times.

Bastian Latt, MBA

Managing Director

Lennard Grewe, MBA

Managing Director

Sebastian Koller, MBA

Principal

Nura Oumran

Senior Consultant

Matthias Carell

Senior Expert IT Due Diligence & Audit

Dr. Jan Wind

Senior Expert Data Analytics

INDUSTRY FOCUS

areas of expertise

We are specialized on all aspects of retail: From FMCG to brick-and-mortar retail to all aspects of digital business models. Our expertise goes beyond, however: We are your best partner in analyzing targets in the entire digital eco-system: from ad-tech providers, agencies, software providers (SaaS, ERP) to logistics companies.

If your target is active in any of these sectors, Valearis is your preferred partner for the due diligence.

Retail, Store, Brick-and-mortar shopping

Retail

electronic commerce, digital business models, digital commerce

B2B & B2C e-Commerce

software development, IT operations, IT service providers

Software & IT

advertising marketing technology, CRM software, bidding software

Ad-Tech

influencer marketing, direct to consumer, social commerce, social media marketing

D2C & Social Commerce

fast moving consumer goods, supermarkets, mass market, drugstore

FMCG

marketing agencies, consulting firms, IT service providers

Professional Services

online marketplaces, amazon, ebay, alibaba

Online Marketplaces

warehouse, logistics, quick commerce, last mile delivery

Logistics & Fulfillment

References

Selected Past Clients

We are humbled that many major German and international  Private Equity firms as well as strategic investors have enlisted us as advisors.

ad pepper group logoArdian logoAfinum logoAuctusBregal Unternehmerkapital logoCarlyle Group logofindos investor logoFSN Capital logoGenui logoParagon Partners logoSilverfleet Capital logoVR Equitypartner logo

contact us

Get in touch:

Feel free to call us, send us an email or use the contact template below.
We look forward to hearing from you!

Email us at: info@valearis-advisory.com

Call us at:  +49-173-2434233

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HOW to find us
We are located in the heart of Munich, easily accessible by public transport and by car.
OUR OFFICE
Widenmayerstr. 16
80538 Munich
Germany