Due Diligence for Lower-Middle-Market M&A

Monday submission.
Wednesday report.

Deep-dive due diligence in 48 hours. $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.

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

$2,500
per target
  • 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