Matters Graph

Matters Graph is a specialist buy-side-focused consultancy that provides objective fact-based commercial due diligence and value gen support for private equity and private lender clients.

Access our ongoing series covering best-practices for assessing market opportunities and conducting commercial due diligence.

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PART 1 OF 4: The Returns Case and Framework for Moat Analysis in Commercial Due Diligence

By Mark Stein

Why Moats Matter: The Evidence on Investment Returns The Quantitative Evidence: Economic Moats Deliver Exceptional Returns Research consistently demonstrates that companies with durable competitive advantages generate substantially higher returns:

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PART 2 OF 4: Matters Graph's Seven Moat Commercial Diligence Diagnostic - Voice of Customer Methodologies

By Mark Stein

Great Commercial Diligence doesn't just catalog defensive attributes. It stress-tests whether those attributes still create compounding advantage—or whether they've become static, eroding, or substitutable.

NEWS

Access all of our recent news including deals supported by Matters Graph and firm news.

12 February 2026

Congratulations to Industrial Service Solutions and Wynnchurch Capital, L.P. on ISS’s acquisition of MSHS Pacific Power Group

14 January 2026

Congratulations to 11:11 Systems and Tiger Infrastructure Partners on 11:11 System’s Acquisition of NTirety, a Managed and Professional IT Services Firm