Diligence

Insightful Sales & Marketing Diligence

We specialize in uncovering the true potential of your target acquisitions through expert sales and marketing diligence. Whether you’re evaluating opportunities pre-acquisition or driving post-acquisition growth, our data-driven insights and actionable strategies help mitigate risks and unlock measurable value.

Drive Smarter Investment Decisions & Maximize Portfolio Value

Pre-Diligence

Gain clarity before you invest. We assess the viability of the sales and marketing organization to ensure your investment aligns with your strategic goals.

  • Sales Team Evaluation: Analyze structure, skills, and scalability.
  • Marketing Effectiveness Audit: Examine campaigns, branding, and lead generation.
  • Market Position Assessment: Understand competitive strengths and risks.
  • Technology Audit: Evaluate CRM, automation tools, and integrations.

Post- Diligence

Accelerate growth and maximize ROI post-acquisition. We help optimize sales and marketing alignment for sustained performance.

  • Go-to-Market Strategy: Develop and execute tailored strategies for growth.
  • Sales Process Optimization: Refine pipelines, forecasting, and team performance.
  • Demand Generation Programs: Build campaigns that drive leads and revenue.
  • KPI and Metrics Frameworks: Establish benchmarks and measure progress effectively.

Why Choose SFE Partners?

  • Proven Expertise: With years of experience in sales and marketing consulting, we’ve successfully guided PE firms through diligence processes.
  • Data-Driven Insights: Our comprehensive analyses uncover opportunities and risks others might miss.
  • Actionable Plans: We don’t just assess; we provide tangible recommendations to achieve measurable results.
  • Customized Solutions: Every business is unique. We tailor our approach to align with your specific goals and portfolio strategies.