Commercial Due Diligence PPT: Learn key areas of assessment for thorough due diligence. Get a clear, actionable CDD template and presentation deck. Download now. Commercial Due Diligence (CDD) - Areas of Assessment is a 20-slide PPT PowerPoint presentation slide deck (PPT) available for immediate download upon purchase.
Commercial Due Diligence (CDD) is the process undertaken before a transaction is finalized to evaluate the target/investment and attain a high degree of confidence in the assumptions (e.g., financial, operational) underlying the bid.
At the end of the CDD process, we should create a 50-page memo that covers each of the following 7 areas of assessment:
1. Executive Summary
2. Market Analysis
3. Competitive Environment
4. Analysis of Business Model
5. Analysis of Investment Case
6. Upside Opportunities
7. Exit Opportunities
This document also includes slide templates you can use in your own business presentations.
This presentation provides a comprehensive deep dive into each of the seven critical areas of assessment, ensuring that every aspect of the target company is meticulously evaluated. The framework is designed to deliver actionable insights and strategic recommendations, empowering decision-makers to make informed choices. It includes detailed templates that can be customized for your specific needs, streamlining the due diligence process and enhancing the quality of your analysis.
The PPT is structured to facilitate a thorough understanding of market dynamics, competitive positioning, and business model robustness. It also emphasizes the importance of identifying upside opportunities and potential exit strategies, ensuring that all avenues for value creation and risk mitigation are explored. The insights gained from this due diligence process will be instrumental in shaping your investment strategy and maximizing returns.
Developed by seasoned management consultants, this presentation leverages best practices and proven methodologies. It is an indispensable tool for private equity firms, corporate development teams, and strategic investors seeking to gain a competitive edge in their transactions. The clarity and depth of analysis provided will significantly enhance your confidence in the investment decision-making process.
This PPT slide outlines critical components of a market analysis for identifying macro-economic opportunities and risks. The "Business Definition" section distinguishes between the immediate market—specific segments and geographic areas—and the broader market that influences them, essential for assessing company exposure to market conditions. "Market Drivers" examines demand factors like consumer preferences, regulatory changes, and economic growth, alongside supply pressures from competitors, new entrants, and technological advancements, highlighting the complexity of market interactions. "Market Attractiveness" evaluates the immediate market's appeal based on historical, current, and future conditions regarding profitability and growth potential, considering industry characteristics and structural elements impacting performance. This framework aids due diligence for investors assessing the target company's viability and risks.
This PPT slide outlines 7 key areas of assessment in the Commercial Due Diligence (CDD) process, centered around the "Executive Summary" for synthesizing findings. The hexagonal sections include: "Market Analysis," which evaluates current conditions and growth potential; "Competitive Environment," assessing dynamics among competitors; "Analysis of Business Model," focusing on value creation and sustainability; "Analysis of Investment Case," examining financial implications and returns; "Exit Options," exploring divestment pathways; and "Upside Opportunities," identifying growth avenues. These interconnected areas form a comprehensive evaluation of a business opportunity.
This PPT slide outlines 7 critical areas for a comprehensive Commercial Due Diligence (CDD) process.
1. Executive Summary: Summarizes key findings and significant issues affecting decision-making, detailing the scope of analysis, sources, and interviews.
2. Market Analysis: Develops insights on market opportunities and risks, defining immediate and broader market attractiveness.
3. Competitive Environment: Assesses competitive dynamics, evaluating the target company's relative strength and position.
4. Analysis of Business Model: Evaluates the robustness of the target's business model, including past performance and capabilities.
5. Analysis of Investment Case: Provides insights into management's assumptions and identifies areas for improvement, assessing base case and potential enhancements.
6. Upside Opportunities: Identifies and quantifies additional value levers for value creation beyond the initial investment case.
7. Exit Options: Evaluates potential exit strategies after 3 to 5 years, considering industry consolidation opportunities and potential buyers.
This structured approach aids decision-makers in evaluating the target's viability and future prospects.
This PPT slide explores value creation opportunities for private equity firms beyond the existing investment case. It identifies 3 key subcomponents:
1. Identification of Further Upside Opportunities involves exploring value creation levers such as industry consolidation, geographic market expansion, and product diversification, alongside operational improvements through internal efficiency analysis and benchmarking data.
2. Deliverability of Upside Opportunities assesses the feasibility of these options, prioritizing them based on their likelihood of success.
3. Potential Realization of Upside Options emphasizes a structured 100-day improvement plan to actualize opportunities, ensuring actionable outcomes.
This framework aids private equity firms in systematically evaluating and capitalizing on growth avenues, enhancing due diligence processes.
Source: Best Practices in Due Diligence PowerPoint Slides: Commercial Due Diligence (CDD) - Areas of Assessment PowerPoint (PPT) Presentation Slide Deck, LearnPPT Consulting
This document is part of the FlevyPro Library, a curated knowledge base of documents for our FlevyPro subscribers.
FlevyPro is a subscription service for on-demand business frameworks and analysis tools. FlevyPro subscribers receive access to an exclusive library of curated business documents—business framework primers, presentation templates, Lean Six Sigma tools, and more—among other exclusive benefits.
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.
Trusted by over 10,000+ Client Organizations
Since 2012, we have provided business templates to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
Read Customer Testimonials
"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."
– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership
"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it gives me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."
– Royston Knowles, Executive with 50+ Years of Board Level Experience
"Last Sunday morning, I was diligently working on an important presentation for a client and found myself in need of additional content and suitable templates for various types of graphics. Flevy.com proved to be a treasure trove for both content and design at a reasonable price, considering the time I
saved. I encountered a download issue during the ordering process. However, a quick email to Flevy's support team, even on a Sunday (!!!), resulted in assistance within less than an hour, allowing me to download the content I needed. Fantastic job, Flevy! I give 5 stars for both content/price and customer service. Thank you!
"
– M. E., Chief Commercial Officer, International Logistics Service Provider
"Flevy.com has proven to be an invaluable resource library to our Independent Management Consultancy, supporting and enabling us to better serve our enterprise clients.
The value derived from our [FlevyPro] subscription in terms of the business it has helped to gain far exceeds the investment made, making a subscription a no-brainer for any growing consultancy – or in-house strategy team."
– Dean Carlton, Chief Transformation Officer, Global Village Transformations Pty Ltd.
"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.
Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.
many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work.
"
– Omar Hernán Montes Parra, CEO at Quantum SFE
"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"
– Debbi Saffo, President at The NiKhar Group
"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."
– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)
"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."
Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more.