Operational Due Diligence
Operational clarity to strengthen investment decisions
Consillium Group conducts rapid, focused Operational Due Diligence that evaluates a target’s performance, scalability, and risk profile. We help private equity investors understand operational readiness, quantify value creation potential, and validate or challenge investment theses.
Common Challenges We Evaluate
- Limited visibility into capacity, constraints, or scalability
- Ineffective S&OP processes causing volatility
- High cost-to-serve or chronic service issues
- Fragmented procurement and poor spend visibility
- Underbuilt leadership structures or inconsistent daily management
- Equipment reliability or quality issues that impact EBITDA
Our ODD Approach
1. Thesis & Scope Alignment
We review your investment premise, define focus areas, and tailor assessment depth to pre- or post-LOI access.
2. VDR Data Review
We analyze operational, financial, labor, and supply chain data to establish a baseline of performance and risks.
3. Site Visits & Interviews
Through observations and structured interviews, we assess workflow, capability maturity, visual systems, maintenance practices, and cultural readiness.
4. Findings & Value Upside
We deliver a concise assessment that covers:
- Operational risks
- Capability and maturity gaps
- Scalability challenges
- Likely/Possible EBITDA improvement ranges
- Priority value creation themes
What Clients Gain
- Fact-based clarity on risk
- Quantified value creation potential
- Clear priorities for post-close acceleration
- Confidence in operational assumptions