PRIVATE EQUITY
What the data room doesn't show you.
Management presentations tell the growth story. Brandstak tests it — connecting transaction data, consumer signals, and market context to validate the thesis, size the margin opportunity, and identify the value creation levers before you close.
$250M+
in opportunities identified
7 engagements
across four industries
4–8 weeks
from data to findings
Due diligence runs on management narratives and historical financials. Neither tells you what's actually happening with consumers.
You're making $50M–$500M acquisition decisions based on management presentations, consultant decks, and spreadsheets that were never designed to connect internal performance to external market reality.
The growth story says "distribution is expanding." But is velocity keeping pace, or is the brand buying doors without pull-through? The margin story says "gross margins are improving." But is that pricing power or mix shift — and is trade spend quietly eating the gains?
These aren't questions a data room answers. They require connecting transaction data, consumer behavior, competitive pricing, and market signals into a single view — then testing cause and effect across the commercial ecosystem.
That's what Brandstak does. Before you close, not after.
From thesis validation to ongoing value creation.
Validate the thesis
Test whether management's growth narrative holds up against actual consumer behavior, competitive dynamics, and market signals. External intelligence validates — or challenges — what the data room tells you. Not opinions. Evidence.
Size the real opportunity
Quantify the margin and growth levers that internal reporting can't see: trade spend inefficiency, SKU rationalization, distribution gaps, pricing power that's leaking through channel execution. Know what's recoverable before you model it.
Monitor the value creation
Post-acquisition, the same platform that informed the diligence becomes the portfolio company's operating intelligence layer. Board-level visibility into margin trajectory, value creation progress, and strategic milestones — monthly, not quarterly.
Commissioned seven times. Exposed $250M+ in hidden value.
DUE DILIGENCE ENGAGEMENTS
$70M+
in incremental profit
A ~$700M US specialty apparel retailer. Geo-spatial analysis of 149 stores revealed that optimizing the footprint to 107 locations would turn $50M in annual losses into $23M in EBITDA.
€75M
in annual savings
A €560M European intimate apparel retailer. Store network analysis with 80% loyalty card penetration revealed that 109–111 closures would preserve network revenue while dramatically cutting costs.
$25–37M
annual revenue decline diagnosed
A ~$247M US casual dining chain. $25–37M annual revenue decline diagnosed. Analysis identified that top 7 locations had the operating model; the remaining 21 didn't — a replication problem, not a demand problem.
The same intelligence that informs the diligence becomes the operating layer post-acquisition.
PORTFOLIO ANALYSIS
3 brands
analyzed as one portfolio
A three-brand consumer portfolio ($81M–$274M per brand). Analyzed three premium consumer brands as part of a single acquisition due diligence. Findings across the portfolio: 2.5ppt margin unlock via trade spend discipline, 10ppt growth through unaddressed distribution, and 5ppt margin plus 10ppt growth through pricing optimization and channel strategy.
Live in 4–6 weeks. No rip-and-replace.
Standard ingestion from all major retailer systems. Portfolio companies keep their existing infrastructure. Brandstak sits on top.
Start with one brand. See what the data room missed.
A 4–6 week analysis that validates the thesis, sizes the margin opportunity, and identifies the value creation levers — before you close. The same analysis converts to an ongoing platform deployment post-acquisition.