Commercial Value Generation Levers

Early in the hold period, investors and management teams work to resolve, codify, and document the investment strategy. Matters Graph’s services and support during this period help focus and accelerate the highest-impact commercial components of the strategy setting. Below is a list of CVG growth levers from our Diligence Matters toolkit.

Organic Growth Vectors
  • Increase share of customer wallet
  • New applications of current products
  • New applications of current capabilities
  • New applications of current technologies
  • New customer segments
  • New end markets
  • New channels
  • New geographic markets
  • New products and services
Organic Growth Tactics
  • Remove/reduce adoption inhibitors
  • Demand generation activities to stimulate greater demand
  • Improve performance of the most valued drivers of choice
  • Stimulate switching (between vendors)
  • Increase loyalty
  • Stimulate nascent opportunities
  • Improve channel
  • Capture greater share of aftermarket
  • Improve sales force resources and tools
  • Improve sales force
  • Improve pricing management and strategy
Business Model Transformation
  • Product to service
  • One-off to recurring revenue
  • CAPEX to OPEX
  • Other (brainstormed and tested during diligence)
Additional M&A
  • Vertical integration
  • Horizontal integration
  • Technology acquisition
  • Talent acquisition
Other
  • Firing of Non-Profitable Customers or Channels
  • Improve Product Mix
  • SKU Rationalization
  • Margin Performance Improvements
  • Working Capital Improvements

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