Transaction Advisory Services
Working with clients ranging from fundless sponsors to large PE firms, we regularly complete diligence and portfolio support engagements to validate investment theses and test the viability of key growth fundamentals. We understand the pressures of a deal environment and are respectful of the sensitive nature of the transaction process.
Pre & Post LOI
- Market Size & Growth Validation
- Product / Services Penetration Analysis
- Competitive Landscape Mapping & Share Analysis
- Regulatory Risk Identification
- Customer Assessment
STEER Partners engages clients throughout the investment process from initial investment screening through closing. Post-close, we conduct strategic growth studies to enhance and optimize the value of portfolio companies.
WHY CHOOSE STEER PARTNERS?
Comprehensive and Holistic
We examine market data and internal company information to develop the most informed view possible. We view transactions relative to their potential value, client objectives, future growth opportunities, and our experience evaluating similar businesses.
Deep Understanding of
Investment Strategies
We assist investors with a wide range of investment strategies including platform deals, growth equity, roll-up, and add-on acquisitions. Since each strategy brings its own unique set of issues, STEER Partners’ projects are custom tailored to fit individual client needs.
Broad Sector Expertise
STEER Partners brings a unique combination of strategy, research, and operations expertise. We leverage an extensive network of industry experts and former executives to validate our industry insights.