02 / Advisory
Commercial due diligence
A credible investment case connects the forecast to the business that must deliver it. I examine those connections and make the dependencies visible.
Where the work begins
Does the commercial case stand up?
- Are the revenue and growth assumptions supported by customers, markets and operating capacity?
- How much capital is needed beyond the purchase price, and when?
- How would weaker production, prices or execution affect cash and reinvestment?
A defined assignment
From the question
to the evidence.
I examine routes to market, customer and supplier dependencies, pricing assumptions, realised margins and the commercial position of the business. Alongside your team and technical advisers, I test how production assumptions, management capacity and operating history support the forecast.
The work brings acquisition cost, working capital, maintenance and growth expenditure into the same picture. I develop commercial scenarios, track unresolved issues and connect relevant specialist findings to the investment case. Technical, accounting, legal and valuation work retain their own clearly defined scopes.
What you receive
- A commercial diligence report supported by an evidence and assumptions register
- Scenario analysis showing the implications for cash, capital and operating priorities
- A decision brief with outstanding issues and questions for your investment committee
Relevant experience
Informed by
the work.
At AWB, I analysed commodity trade flows, crop conditions, supply and demand, and advised traders, buyers and processors on purchase and hedging strategies. Crop inspections across Australia's grain-producing states connected that analysis to conditions on the ground.
My backgroundA conversation is the starting point
Let’s define
the right brief.
Start with the decision ahead. We can agree the questions, evidence and depth of work it needs.