Due Diligence for Lower-Middle-Market M&A

Monday submission.
Wednesday report.

Deep-dive due diligence in 48 hours. $1,750 for your first report — 30% off. Then $2,500 flat. Market analysis, competitive landscape, financial assessment, risk matrix, and a diligence checklist — ready for the boardroom.

Download a Sample Report → Request a Report
Traditional diligence: 21–35 days
Preflight: 2 days

The average lower-middle-market deal has a 45-day exclusivity window. Traditional due diligence eats most of it. We give you back 3+ weeks to negotiate, finance, and close.

How we work
From discovery call to boardroom-ready report — a process built for speed without sacrificing depth.
1

Discovery Call

You tell us about the target. Industry, deal size, what's keeping you up at night. We listen for what you're not asking — the questions that matter most.

2

Deep Research

We pull from SEC filings, earnings calls, industry data, patent records, news archives, job listings, and review platforms — triangulating across sources to find what others miss.

3

Report Delivery

Within 48 hours, you receive a polished, sourced, boardroom-ready report. Market analysis, competitive landscape, financial assessment, risk matrix, and our candid recommendation.

See what you get
Every report is custom. Here's a sample — a real due diligence analysis of a California FRP manufacturer currently on the market.
Due Diligence Report
California Fiber-Reinforced Polymer Manufacturer
Asking Price$3,500,000
Annual Revenue$3,524,000
Cash Flow$834,634
Implied Multiple4.2x

A real target. Real analysis.

This 17-page report covers market sizing, competitive landscape, California operating environment, financial analysis, risk assessment, growth opportunities, and a recommended deal structure — all sourced and ready for the boardroom.

17 pagesComprehensive
9 sectionsStructured
48 hoursTurnaround
Download Sample Report →
What sets us apart
We don't just aggregate data. We triangulate across sources, find what's missing, and apply human judgment to every report.
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Source Triangulation

We cross-reference SEC filings against earnings calls, Glassdoor reviews against patent filings, news sentiment against job listings. One source lies. Five that agree tell you something real.

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Negative Space Analysis

The most valuable insight is often what's missing. A competitor with no engineering hires. A supplier whose Glassdoor mentions "inventory issues" 3x the industry average. We find the gaps others skip.

48-Hour Turnaround

Traditional firms take 3–8 weeks. We deliver in 48 hours — same depth, better sourcing, a fraction of the time. Because the deal window doesn't wait.

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Lower-Middle-Market Focus

We specialize in $1M–$50M deals. Manufacturing, distribution, B2B services, industrial. We know the multiples, the risks, and the questions that matter in this space.

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Diligence Checklist

Every report includes a phased checklist — what to verify pre-LOI, what to confirm post-LOI. You'll know exactly what to ask and when.

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Human Review

AI does the heavy lifting across 50+ sources. A human reviews every report before delivery. Speed without sacrificing judgment.

Surface-level diligence leaves money on the table.
Here's what our methodology catches that a Google search and a spreadsheet won't.
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Revenue Concentration

A manufacturer claimed "diversified customer base." Our analysis found 62% of revenue came from one customer — a fact buried in a footnote of their 10-K, not mentioned in the CIM.

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Competitor Stagnation

Three competitors in the target's space had zero engineering hires in 18 months. No R&D investment. A signal the industry is consolidating — or being disrupted. Either way, you need to know before you buy.

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Supplier Red Flags

A key supplier's Glassdoor reviews mentioned "inventory issues" and "warehouse chaos" at 3x the industry average. The target's supply chain had a single point of failure they hadn't disclosed.

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Owner Dependency

The founder was the only signatory on every major contract, the only person who knew the top 5 customers personally, and had no succession plan. If he left, the business walked out the door with him.

What goes into every report
We don't have a decade of testimonials yet. But here's what we bring to every engagement.
Preflight vs. the alternatives
Independent sponsors have options. Here's how we stack up.
Preflight
Traditional Firms
DIY / Intern
Price
$2,500
$5,000–$20,000
"Free" (40+ hrs)
Turnaround
48 hours
3–8 weeks
1–3 weeks
Market Analysis
✓ Sourced & sized
Surface-level
Competitive Landscape
✓ With gaps flagged
Google search
Risk Matrix
✓ Severity-ranked
Sometimes
Rarely
Diligence Checklist
✓ Phased (pre/post-LOI)
Sometimes
Never
Source Triangulation
✓ 50+ sources
1–2 sources
1 source
Negative Space Analysis
✓ Systematic
Rare
Never
Simple, transparent pricing
No retainers required. Start with a one-off report. Upgrade when you're ready.

Deep-Dive Report

$1,750 $2,500
per target · 30% off your first report
  • Full due diligence analysis
  • Market & competitive landscape
  • Financial assessment & multiples
  • Risk matrix with mitigations
  • Growth opportunity analysis
  • Recommended deal structure
  • Phased diligence checklist
  • 48-hour turnaround
Get Started

Retainer

$5,000
per month
  • Unlimited reports
  • Same-day turnaround
  • Live deal review calls
  • Custom research requests
  • Confidential deal screening
  • Industry benchmarking data
  • Dedicated analyst team
Get Started
Ready to inspect your next deal?
Tell us about your target. We'll tell you what we'd look for — no obligation, no cost.

What happens next

You send us the details. We respond within a few hours with a preliminary assessment and a scope of work. If you like what you see, we get started. You'll have a full report in 48 hours.

Not ready to commit? Download the sample report above. It's a real due diligence analysis on a real target — exactly what you'd receive as a client.

📍 Based in the United States