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Operational Diligence & Post-Close Transition

We Are The Extension of Your Operating Team
 

Analysis focused on both historical performance & future capabilities

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Post close, we work to ensure you aren't alone in your journey

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400+ companies diligenced

Fenwick’s Operational Diligence Packages

We offer both flat-rate diligence packages as well as a-la-cart services

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Management Review

  • We assess leadership experience and board oversight to understand management’s ability to steer the company. 

  • Team bios and backgrounds help us identify key skills and succession risks. 

  • Strategic plans are reviewed to ensure clear direction and robust implementation.

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Risk Review

  • Key personnel, customer, and vendor dependencies are analyzed for potential risks. 

  • We check for concentration by customer or vendor and evaluate market competition. 

  • Product categories are assessed for resilience and growth opportunities. 

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Sales & Marketing

  • We review how clients are acquired and the effectiveness of sales funnels. 

  • Key marketing and sales metrics, such as CAC, retention, and LTV, are analyzed for performance. 

  • Revenue projections and social media presence help us gauge future growth. 

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Financial & Accounting

  • We analyze budgeting, forecasting, and historical results for sustainable cash flow. 

  • Tax and FP&A reviews uncover cost drivers and financial risks. 

  • Closing processes and ledger reviews ensure accurate financial reporting. 

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Supply Chain & Operations

  • We evaluate core processes and vendor relationships for efficiency and reliability. 

  • CapEx spending and risk mitigation strategies are reviewed to prevent disruptions. 

  • Inventory controls are assessed for cost-effectiveness. 

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Technology

  • We review tech stacks and infrastructure to assess scalability and data security. 

  • Vendor partnerships and CapEx investments in technology are checked for alignment with business needs. 

  • Cybersecurity and hardware reliability help mitigate operational risks. 

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Data & KPIs

  • Key business metrics and historical trends are reviewed for performance benchmarking. 

  • Data warehousing and team data practices are checked for reliability. 

  • Gaps in data or reporting are flagged for improvement. 

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Customer Service

  • We map the customer journey to identify pain points and areas for improvement. 

  • Reviews and ratings uncover service gaps and error rates. 

  • Support channels like call centers and email handling are assessed for responsiveness. 

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HR & Team

  • We review company culture and HR policies to assess talent attraction and retention.

  • Team compensation and development programs ensure workforce sustainability.

  • Org charts and talent assessments help identify strengths and training needs.

Fenwick Partners vs. Other Advisors

Fenwick stands apart through action-oriented delivery, responsible for value creation and real integration—not just reports. We support founder-led and family-owned businesses, specializing in transactions under $5M EBITDA. Our approach is hands-on, scalable, and customized to each client’s exit or acquisition path

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