What is commercial due diligence?

Commercial due diligence tests the market, customer, competitive, revenue, product, pricing, channel, and growth assumptions behind an investment thesis and identifies the capabilities and actions required to realize the opportunity.

How is commercial diligence different from financial diligence?

Commercial diligence evaluates market demand, customers, competition, positioning, growth drivers, and execution requirements. Financial diligence focuses on the quality and reliability of historical and projected financial information.

Does RGA work with both deal teams and portfolio companies?

Yes. RGA can support investors before close and work with boards, operating partners, CEOs, and management teams on post-close growth strategy and value-creation priorities.

Can RGA help develop a value-creation plan before close?

Yes. When access and timing permit, RGA can translate diligence findings into initial post-close priorities, key decisions, capability requirements, sequencing, and a focused first-100-day agenda.

What parts of the investment thesis can RGA assess?

RGA focuses on commercial and growth assumptions involving markets, customers, products, positioning, pricing, marketing, sales, partnerships, channels, operating capabilities, and management’s growth plan.

Can RGA support management after diligence is complete?

Yes. RGA can support a Growth System Diagnostic, focused Execution Build Sprint, or Embedded Advisory engagement as management refines and activates the value-creation plan.

How does RGA work with private equity operating partners?

RGA can complement the operating partner’s agenda with focused commercial analysis, strategy development, cross-functional build work, and direct support for portfolio-company leadership.

What specialist diligence is outside RGA’s scope?

RGA does not provide quality of earnings, audit, accounting, tax, legal, regulatory, cybersecurity, environmental, insurance, valuation, financing, or transaction-execution services.

Consulting Service

Private Equity Diligence and Value Creation Consulting

Rostami Growth Advisors helps private equity investors and portfolio-company leadership teams assess growth opportunities and convert investment theses into focused action. RGA combines strategic analysis with operating perspective across growth, product, pricing, marketing, sales, partnerships, and business building.

Pre-investment work is scoped around the transaction’s specific commercial questions. Post-investment work connects the investment thesis to the priorities, capabilities, and operating decisions required to create value.

All eight Growth System levers, selected according to the investment thesis and portfolio-company priorities

Who It Is For

—Private equity partners and deal teams

—Operating partners

—Portfolio-company boards

—Portfolio-company CEOs and general managers

—Management teams developing a growth or value-creation plan

—Investors evaluating businesses in RGA’s areas of experience

Common Trigger Situations

—The investment thesis depends on a new product, market, customer segment, or channel.

—A deal team needs a deeper commercial view of growth potential.

—The investor needs to understand the capabilities required to execute the thesis.

—A portfolio company needs a post-close growth blueprint.

—Growth has stalled and the management team needs to reset priorities.

—Product, pricing, marketing, sales, and partnership initiatives are disconnected.

—The company needs senior operating guidance on a critical growth initiative.

Not a fit

This service is not a substitute for financial, accounting, tax, legal, cybersecurity, environmental, insurance, or regulatory diligence.

Questions We Help Answer

Decisions leadership should answer confidently

How attractive is the company’s market and growth opportunity?

Which customers, products, and channels drive the strongest opportunity?

Is the company’s competitive position sustainable?

What assumptions must be true for the investment thesis to work?

Which growth initiatives should management prioritize after close?

What product, pricing, GTM, or organizational capabilities are missing?

How should the value-creation plan be sequenced?

Where would senior operating support have the greatest impact?

What RGA Does

A focused path from decision to activation

Commercial and growth diligence

Test the growth assumptions in the investment thesis and translate the findings into investment and post-close priorities.

—Assess markets, customers, competitors, products, pricing, channels, and growth drivers.

—Evaluate potential sources of upside and associated execution requirements.

—Identify commercial uncertainties and questions requiring further validation.

—Assess management’s growth plan from a strategic and operating perspective.

Portfolio-company value creation

Connect the investment thesis to a focused set of growth priorities, operating requirements, and management decisions.

—Diagnose the portfolio company’s Growth System.

—Prioritize the most important growth opportunities and constraints.

—Strengthen product, value proposition, pricing, marketing, sales, partnerships, and GTM.

—Define operating priorities, ownership, measures, and governance.

What Clients Receive

Concrete decision tools and activation-ready outputs

—Market and competitive assessment

—Customer and segment assessment

—Commercial growth-driver analysis

—Product and positioning review

—Pricing and monetization assessment

—Channel and GTM assessment

—Growth-opportunity framework

—Investment-thesis questions and implications

—Priority areas for further diligence

—Initial post-close commercial priorities

—Growth System Diagnostic

—Growth strategy and customer priorities

—Value-creation initiative portfolio

—Product and portfolio strategy

—Pricing or monetization roadmap

—Marketing and GTM plan

—Partnership and distribution strategy

—Operating roadmap

—Management and board materials

—Governance and performance measures

How RGA Engages

Match the engagement to the business question

Scope and timing depend on the business question, available information, stakeholder access, and the level of activation support required.

Growth System Diagnostic

Best when a portfolio company needs a fact-based assessment of growth opportunities and constraints or when a sponsor wants a structured post-close commercial review.

Execution Build Sprint

Best when a specific value-creation priority has been identified and the company needs the strategy, operating plan, or commercial components required to execute it.

Embedded Advisory

Best when the sponsor or management team wants ongoing support as the value-creation plan is refined and activated.

What the client provides

—Relevant investment-thesis materials

—Financial and operating information

—Available market and customer research

—Access to management and functional leaders

—Clear identification of the priority diligence or value-creation questions

—Coordination with other diligence and advisory providers

Outside the scope

—Quality of earnings

—Audit or accounting diligence

—Tax diligence

—Legal or regulatory diligence

—Cybersecurity, environmental, or insurance diligence

—Formal valuation opinions

—Investment banking

—Debt or equity placement

—Transaction execution

—Legal drafting or negotiation

How RGA Approaches the Work

Integrated, customer-led, and designed for activation

Customer-led

Start with the priority customer, unmet need, and value the company can credibly create.

Integrated

Connect strategy, product, pricing, marketing, sales, partnerships, technology, and operations.

Economics-grounded

Translate choices into revenue, margin, investment, capability, and enterprise-value implications.

Activation-ready

Convert recommendations into roadmaps, tools, ownership, measures, and operating routines.

Frequently Asked Questions

Questions about scope, process, and support

Continue exploring

View All Consulting Services →Explore Growth Strategy & Strategic Planning →Explore Product Strategy & Launch →Review Marketing & Go-to-Market Strategy →Learn About the RGA Growth System →Read Private Equity Consulting →Explore RGA Industry Expertise →About Rostami Growth Advisors →Contact RGA →

Discuss Your Growth Priorities

Share the decision, growth opportunity, or execution challenge your team is working through. Bring the current question, available evidence, key stakeholders, and desired timing to the first conversation.