Business, Financial and Professional Services
From facilities management and IT consulting to project management software and staffing services, business and professional services require careful diligence on what truly drives client acquisition, retention and churn, scale and scope economies, synergies, actionable adjacencies, and ultimately the value in the business/firm (vs. value in key personnel). Most Professional Services operate in complex, multi-stakeholder environments—with partners that provider tools or referrals, adjacent and overlapping services providers that act as referrers or competitors, constantly shifting industry needs and more. Commercial due diligence must consider that holistic environment to understand the prospects of a business: not only is direct feedback from end-users decision-makers key, but so is mapping the company reputation and broader market forces across that ecosystem. By conducting voice of customer (and channel and partner) interviews, investors can gain perspective on price sensitivity, competitive alternatives, and how service quality or domain expertise impact market opportunity, risk, and company prospect. Matters Graph has experience supporting acquisitions across a range of subsectors in business services, financial services, and professional services, and has tackled everything from platform builds and add-ons, to niche specialists to MSPs (and channel partner solutions, etc.), among others.
Recent GRAPH Business, Financial and Professional Services project examples include (for details on GRAPH diligence exercises that are covered by PitchBook, click on the PitchBook 
icons below to view deal details):
Business Services
- Automotive F&I product and services business
- Channel partner management solutions
- Community bank and credit union services
- Community and stakeholder engagement software
- Compliance training software & systems
- Corporate employee giving platform
- Decision-making software
- Digital transformation services
- Document management services
- E-commerce enablement
- E-commerce marketing agency focusing on ad campaign management
- Education consulting and IT services
- Employee experience software
- Employer-of-record services
- Energy markets data services
- Energy services consulting
- Environmental commodities trading platform
- Environmental services: spills clean-up
- ERP implementation services
- Experiential marketing agency
- Facilities management services
- Facilities management consulting and delivery services
- Facilities management work orders and marketplace
- Facilities repairs and maintenance (R&M) management process solutions
- Federal, state and municipal contracting (equipment and services)
- FMCG data analytics services
- FOIA business process management solutions
- Forensic testing services
- Freelance/gig labor online marketplace
- Global corporate relocation and housing
- Global Professional Employment Organizations (PEOs)
- Grounds maintenance & outdoor compliance
- Higher education media platform
- Hiring assessments, video interviewing platform, and AI-based candidate analysis
- Hotel development and operations outsourcing
- Human capital management software
- Innovation consultancy services
- Janitorial services
- Legal process workflow and regulatory and government data access tools
- Logistics and brokerage
- Managed services provider (MSP), vendor management system (VMS), and recruitment process outsourcing (RPO)
- Marketing services
- Office and corporate space design and build
- Outsourced recruiting solutions (RPO)
- Packages and shipping services
- Pallet management services
- Property management
- Recruitment automation/sourcing software
- Recruitment process outsourcing (RPO)
- Short term vacation rental property management
- Specialty channel book publishing distribution services
- Sports data aggregation and services
- Staff augmentation services
- Supply chain, merchandizing, and marketing services for B2B distrbution
- Talent research
- Trade show and corporate events GC services
- Travel booking
- Workforce analytics (data services)
- Workforce management engagement software
- Workforce management software
Financial Services
- Asset management software
- Capital equipment finance
- Citizen engagement program design and implementation services
- Commercial machinery rental and leasing
- Commodities trading
- Compliance & risk management software
- Financial data services
- Financial services consulting
- Predictive cost analytics tools
- Procure to pay services
- Procure to pay online platform
- Procurement frameworks & services
- Risk management and compliance
- Semiconductor manufacturing contingent labor services
- Specialty commercial aircraft leasing and piloting services
- Specialty finance
- Specialty vehicle finance
- Wealth advisory (inclusive of RIA)
Professional Services
- Accounting, payroll and treasury services
- Forensic testing services
- Hotel operation outsourcing
- Professional training and certification
- Project management software
- Press release distribution
- Public relations tools and distribution services
- Public sector civil penalty administration outsourcing
- Public sector procurement management services
- Public sector recruitment and HR advisory services
- Real estate closing transaction support services
- Real estate commercial property management
- Restaurant/leisure/retail site design and build
- Royalty and licensing audit and revenue recovery
- Soft skills training solutions
- Staffing services
- Technology and life sciences staffing services
- Venue management SaaS platform
- Workers' compensation care administration outsourcing
