Home›Services›Market Intelligence
Service 03

Competitor &
Customer Due Diligence

Independent research that confirms — or challenges — management's narrative on market opportunity, competitive position, and customer health.

Why It Matters

Validate the Market Story

Financial statements tell you what happened. Competitor and customer due diligence tells you whether it can continue. We answer the questions that management cannot answer objectively.

  • Is the target's market position as strong as management claims?
  • Are key customers at risk of churning post-acquisition?
  • Is revenue concentration a material deal risk?
  • Can the growth rate be sustained, or is it a one-time event?
  • How does pricing power compare to direct competitors?
  • Are market size estimates realistic or optimistic?
Primary Research
We conduct structured interviews with customers, former employees, channel partners, and industry experts — not just desk research.
Independent Perspective
Our findings are unfiltered by management's narrative. We report what we find, including when the story doesn't hold up.
Actionable Output
Every report includes specific deal implications — reps & warranties, earnout structures, and post-close monitoring recommendations.
Research Methodology

Four Research Workstreams

Every engagement combines primary and secondary research across four structured workstreams.

01
Primary Research & Expert Interviews
Structured interviews with current customers, former employees, channel partners, and industry experts to validate key business assumptions independently.
02
Competitive Mapping & Benchmarking
Feature, pricing, and market share benchmarking against key direct and indirect competitors, with positioning gap analysis and differentiation assessment.
03
Customer Concentration & Retention
Revenue concentration analysis, customer cohort retention review, and churn risk assessment to identify dependency and reversion risks.
04
Growth Driver Validation
Independent assessment of market size claims, TAM/SAM sizing, and sustainability of growth drivers over the investment horizon.

Validate the Market Before You Close

Get independent confirmation of the growth story.

Contact MELCO Advisors → All Services