All insights articles

When returns rest on pricing power, retention, and organic growth, competitive differentiation is central and the buyer has to validate it.

Customer due diligence findings are the foundation of a value creation plan the operating partner can execute from Day 1. Done during the LOI window, CDD isn't just a risk check. It's what allows the team to walk in on Day 1 ready to create immediate value.

In today’s market, the sponsors who combine capital discipline with deeper operational and customer insight will be the ones best positioned to deliver consistent returns.

As holding periods continue to evolve, the firms that incorporate these forward-looking insights into diligence will be better positioned to invest with conviction.

Today a new force is reshaping how diligence is practiced: AI and advanced analytics.

Firms that adapt their diligence playbooks to these trends will be better positioned to win in 2026.

Between shifting buyer expectations, rapid product expansion, and increased competition, companies need clearer insight into customers, here's how they get that

Surveys miss the “why” behind customer behavior. Learn why in-depth customer interviews deliver deeper insights for private equity decisions.

After interviewing in more than 42 countries, we've found 3 success factors that win customers and stand out as universally applicable to nearly any business...

You’re probably familiar with the “gold standard” of measuring customer loyalty, Net Promoter Score (NPS), right? Well NPS isn't cutting it now, here's why.

Years have passed and flaws have surfaced that undermine the strength of NPS.

As a firm whose role is assessing customers’ opinions for the organizations we serve, 2021 was an enlightening year. See our illuminating discoveries...

You bet. In fact, it's an ideal time! Here’s why….

We’ve tested every known measure to assess customer experience, and it’s time your organization considers a new, more revealing measure: Supplier Rank.

What is a Voice of the Customer Study or Engagement? We'll share the quick answer and how you can get started with one in this article.

Are you asking these 5 questions that provide a clear picture of how your company is performing and where there is opportunity for improvement and market share?

What truly sets businesses apart is exceeding expectations & consistently delivering first-class experience. Here's 5 ways to unlock this for your business too.

How can you maximize the customer feedback you receive? Here are 5 tried-and-true tips for getting the most impact from a VOC customer survey.