Know whatyou’re buying.
Look inside the business.
See what changes
when ownership does.
Apex brings the people, processes and dependencies behind an acquisition into focus, with evidence your deal team can act on.
Follow the evidence01 / Look beneath the story
Illustrative cases. Fictional company.
“The customer
base is secure.”
It sounds like durable revenue. The question is whether the customer is committed to the business after a change in ownership.
Does the contract survive the sale?
that changes the deal.
ILLUSTRATIVE EXTRACT / CHANGE OF CONTROL
The agreement may terminate on a change of ownership unless the customer provides written consent.
One issue. The evidence behind it. A response for your team to consider.
Showing the seller’s statement for the contract example.
02 / Give the operation a reviewer
Apex / The product
The numbers are
only part of
the business.
Your QoE, counsel and lender each have a scope. Apex brings a consistent operational review into the deal, from key-person dependencies to the systems the business runs on.
343 master checklist items. Nine workstreams.
Scoped to the target, country and industry.
If the owner steps away,
does the operation still work?
Examine how jobs are priced, scheduled and delivered. Identify where the process depends on unwritten knowledge, constrained capacity or a single supplier.
Financial / Tax & structure / Legal & regulatory / Market / ESG & risk
03 / Put the findings to work
A clearer case.
A better-informed call.
Take the operational case into the investment committee. See the unresolved issues, the supporting evidence and the responses your team needs to consider.
Three working documents.
Investment committee memo
For the partner making the call: the thesis, key findings, open issues and implications for the decision.
Findings report
For the diligence team: the findings, their evidence and the follow-up work needed to resolve them.
100-Day Hooks
For the operating partner: questions to ask, people to keep and fixes to start, tied back to the findings.
After close / Phalanx
The continuation of the work
The findings
cross the close.
Phalanx turns the Apex register into a scoped formation plan. The issue your team found becomes work someone owns, with a date and a way to track it.
One estimator.
All the pricing knowledge.
OPS-04Capture the method.
Assign an owner.
Standardize estimating
across the business.
Illustrative milestones. Scope and timing are agreed per engagement.
On the other side
of the transaction?
You built it.
Be ready to explain it.
Considering a sale? Talk through the operational questions a buyer may ask and the evidence you can prepare.
Seller-side product tools are planned. Start with a readiness conversation.
Your next acquisition
Look closer.
