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PE Diligence
Operator-Led Commercial Diligence
Operator-Led Commercial Due Diligence For Industrial & Private Equity Transactions
Commercial due diligence, industrial due diligence and operational due diligence support for private equity, investors and founder-led businesses assessing EBITDA quality, execution risk, pricing discipline, working capital and post-acquisition value creation — across manufacturing, distribution and mid-market businesses throughout Australia and APAC.
Available for buy-side and sell-side diligence across Australia, New Zealand and APAC. · Based in Melbourne. Corporate finance and M&A advisers working with vendor businesses can find how ShapeExec supports transaction processes at operational support for M&A advisers.
$110M+
Revenue Managed
25 Yrs
Operating Experience
APAC
Operational Reach
Industrial
Manufacturing & Distribution
founder dependency definition is assessed in every commercial diligence — key person concentration is a material risk factor that directly affects how buyers price management bandwidth.
Revenue quality — contracted, repeatable, defensible — is the metric that separates an earnings story a buyer will underwrite from one they will discount.
Understanding how buyers apply a quality of earnings lens before entering a diligence process prevents surprises that erode confidence at the worst moment.
Revenue growth and revenue quality are assessed separately in diligence — a growing top line built on non-repeatable customers creates a risk discount.
The value leakage diagnostic identifies the same categories a buyer will examine in commercial diligence — running it before the process starts reveals what needs preparation.
Pricing leakage is one of the most common value gaps identified in industrial business diligence — discounting, rebate structures and margin by segment all affect the EBITDA story buyers will assess.
Commercial diligence identifies the value creation opportunity. Private equity value creation advisory is how that opportunity gets executed in the first 90 days and through the hold period.
Commercial diligence in founder-led businesses begins with a founder readiness assessment — how dependent is performance on one person, and what happens if they step back.
Commercial diligence preparation is most valuable after answering whether to sell to private equity — the diligence process itself is very different depending on whether the buyer is PE, trade or a listed company.
Commercial diligence tests what private equity looks for in a business in forensic detail — management capability, earnings quality, revenue defensibility and working capital discipline are each stress-tested against the investment thesis.
When commercial diligence identifies a management capability gap, an interim CEO mandate is the operating response — embedded P&L leadership that addresses the gap before it affects the investment thesis.
When diligence identifies operating issues that accountants and financial advisers need to interpret in commercial context, support for accountants and advisers provides the operating perspective behind the financial symptoms.