GRAPH Strategy

Recently back from Private Equity International's NEXUS conference, Dan Grande provides his thoughts on key themes he found most compelling - especially as it relates to Value Generation. #NEXUS2025 #valuegeneration #privateequity https://lnkd.in/eJxPHKR3

We’re looking forward to attending DISTRIBUTECH in Dallas next week to see the latest in Transmission and Distribution tech, grid modernization, and energy transition! Connect with Eoghan Bees during the conference if you're attending. #DISTRIBUTECH2025 #EnergyTransition #GridModernization

Cybersecurity continues to be a key area of activity within the Technology markets, particularly in the Threat Monitoring (SOC/MDR) and Identity segments. GRAPH’s team?in the UK?has completed 10+ projects in the space in recent times. Below, we've outlined some of the high-level key themes across the software vendor and technology partner ecosystems. This is the tip of the iceberg. If you’d like to know more, get in touch with Philip Craig (UK) and Jeff Merkle (US). #cybersecurity #CDD #identityaccess #threatmanagement #IAM #SOC #MDR

While it’s a well-established practice to bring a CDD partner to a management meeting, we believe there is a great benefit and optimization to timing the meeting carefully. Here we outline three key benefits to delaying the meeting until your CDD partner has two or three weeks of commercial investigation under belt. #CDD #PrivateEquity #Deals #CommercialDueDiligence

We’re looking forward to Private Equity International's NEXUS next week in Orlando! Connect with Dan Grande during the conference to discuss trends in private equity and value gen strategies for portcos. #NEXUS2025 #PrivateEquity

Congratulations to Tiger Infrastructure Partners and Bolder Industries on Tiger Infrastructure’s investment in Bolder Industries, a circular-economy infrastructure platform that converts end-of-life tires into sustainable materials used in varied applications including tires, wetsuits, roofing products, belts, hoses, construction piping, phone cases, and automotive parts. It was a pleasure to support Tiger Infrastructure in its Commercial Due Diligence and we look forward to supporting Bolder’s continued success! #CDD #mergersandacquisitions #deals #privateequity #decarbonization #Industrials https://lnkd.in/eZBuiBYg

Recently, our team has had numerous discussions with investors regarding the opportunities - and possible risks - of deploying capital into businesses that support the decarbonisation of the built environment. Dealmakers are constantly searching for niches that satisfy their investors' criteria while offering strong growth potential. ? Over the last 2 years, GRAPH’s team in the UK?has completed >15 projects in this space. Below, we've outlined some of the key indicators of success, along with potential challenges that investors may come up against. ? These markets may initially seem vast and highly attractive, with substantial pools of capital either committed or required across commercial real estate as well as the public and residential sectors. However, they are often intricate and nuanced, demanding a deep level of understanding to navigate successfully and mitigate risks.? ? If you’d like to know more about?our work in this space in the UK, get in touch with Matthew Harrison. If you’d like to know more about?our work in this space in North America, get in touch with Jeff Merkle. #Sustainability #ESG #GreenFinance #RealEstate

At GRAPH, we've found that there is one key factor neglected far too often in diligence: Analysis of the relative strength and advantage of a target company’s play in the channels. When producers architect their channel to resolve friction, a channel becomes a major differentiating aspect of business performance. Read this edition of GRAPH Papers? by Mark Stein to discover key activities to implement in your commercial due diligence for more robust channel discussions. #CommercialDueDiligence #PrivateEquity

We're delighted to announce we're finalists in the Real Deals Private Equity Awards 2025 for the Commercial Due Diligence Provider of the Year category! Congratulations to all the other finalists, and see you all in April! Read more here: https://lnkd.in/e8wnUmxE #GRAPH #CDD #PEA2025

Accurate market sizing design requires clear and correct market definitions.?? ? There are often conflicting perspectives within the same investment team about what the market sizing should include; clients either ill-define or too broadly define the scope of a market sizing.?? ? It may seem obvious, but it’s critical to be aligned up front.??? ? A few questions to ask when defining your market: ? - Are you sizing the current (“vended”) market, potential addressable market, or both??? - Is your market sizing based on customer need (considering substitutes) or only directly comparable products??? - How cyclical is demand and, if it is, what moment of time issue as it relates to sizing???? ? Click ?? below for more advice on how to size and discuss your markets effectively, check out our CDD Best Practices article .?? ? https://lnkd.in/eGtVvvhz?