Reliable investment valuations
Transaction services from the recognized specialists in Europe
With over 550 successfully completed due diligences, we are a reliable partner for transactions in the digital environment. Our due diligences include all relevant commercial and technical aspects that can impact the viability and value of an investment, including Commercial DD, Tech DD, IT DD, Product DD, Data DD, Operational DD, and ESG DD. You can find a complete overview of our completed DDs on our deal tracker¹.
>550
Due Diligences²
>30 Bn. EUR
in supported transactions²
>150
M&A Professionals
Our Commercial Due Diligence assesses the relevant commercial aspects of the target company and the corresponding market and competition. We describe the business model, assess the value chain, provide insights into the market and relevant competitors, and analyze the customer’s structure, their product portfolio, as well as their marketing and sales strategy. By doing so, we place a special focus on identifying potential risks in the market, competition, and business model. Based on the identified risks, we propose concrete actions for the post-acquisition phase and prioritize necessary changes to the business model, value chain or organization.
Digital business models often rely on self-developed software or hardware throughout their value chains. Prior to making an investment, it is essential to assess the quality of this core asset and identify potential risks. Our Technology Due Diligence takes a comprehensive view of the target company’s technology. Depending on the investment hypothesis, this includes evaluating future maintenance requirements, the flexibility to incorporate new features, the planned migration of software solutions to the cloud or the anticipated pace of future development. We provide an overview of the current state, an assessment of the future-readiness and derive recommendations and action plans to support the business plan. This way, we assist our clients in considering the right amount of technology investments in the business plan and potentially improve the purchase price or specific deal terms.
Stable and future-proof IT systems are the backbone of any company’s value chain. A thorough examination of the IT is therefore crucial prior to making an investment. Our IT Due Diligence covers all relevant aspects of the target company’s IT, including strategy and digital capabilities, application and infrastructure landscape, organization and governance, contracts and costs, as well as IT risks and security. Our analysis ranges from Initial Insights Dossiers and Red Flag Reports to comprehensive, bankable Due Diligence Reports. All done in a smooth process creating trust and good-will by a small and easy-to-work-with team with decades of experience.
The product portfolio is a key selection criterion for software and hardware investments. We help investors assess the competitive strength of a target company’s products. We compare the product functionalities with market requirements and competitors and evaluate the product quality from different perspectives – including usability, scalability, integration capabilities, internationalization and implementation of security requirements.
How can the target company use its data to optimize current business operations – or even to implement new business models? We answer this question in our Data Due Diligence. To do so, we match existing and future data sources with possible use cases and monetization scenarios. In a second step, we analyze the data structure and quality to assess whether this data can be used in a meaningful way to gather information from it, e.g. for an evaluation by data management solutions or machine learning algorithms.
When acquiring a company, there are always operational opportunities and risks that must be identified in a short period of time to ensure a successful transaction. Our experienced consultants assess opportunities and risks within the supply chain and in procurement. This analysis is used to derive directly implementable measures for the post-acquisition phase, for example, in the organizational or supplier structure, goods management, and logistics, as well as regarding legal requirements such as the German Supply Chain Due Diligence Act.
The sustainability performance of potential target companies plays an increasingly important role, whereby all three ESG dimensions (Environment, Social, Governance) must be examined. We check whether the target company efficiently maps regulatory requirements and due diligence obligations in its processes, structures, systems, and along the supply chain (social dimension), assess the ecological footprint (environment dimension), and analyze whether the company supports consistent ESG anchoring in corporate management (governance dimension).
Stephan Herteux
Managing Director
valantic Division Digital Strategy & Analytics
Florian Holzmann
Partner & Managing Director
valantic Division Smart Industries
Daniel Krzyzak
Partner & Managing Director
valantic Division Digital Strategy & Analytics
Christoph Nichau
Partner & Managing Director
valantic Division Digital Strategy & Analytics
¹ Dashboard: As of June 2024, contains only data for Commercial and Tech/IT DDs.
² KPI listing: As of June 2024; contains all data relating to Commercial DDs, Product DDs, Data DDs, IT/Tech DDs, Operational DDs, and ESG DDs conducted by valantic.