Growth Strategy Consulting Firm Gets a Leg Up With Due-Diligence Expert

The Client

Committed to Growth 

Created by former MBB alumni, this Los Angeles-based growth strategy consulting firm is on a mission to help its clients drive growth. It sets itself apart from the traditional strategy and operational consulting firms by taking a customer-first approach that blends the areas of fact-based analytics and creativity to create long-lasting impact.  

The Situation

Pandemic Recovery Economy Drives Due Diligence Demand 

2021 was the year of the Great Recalibration. As business leaders at major private equity firms navigated the evolving business landscape, many doubled down on revisiting their portfolios — looking for ways to make them more resilient and profitable.  

This shift triggered a surge in demand for commercial due diligence support because it would enable business leaders to identify ways to diversify their portfolios. But this uptick in demand was putting pressure on consulting firms to deliver, given the current labor market at the time where nearly ⅔ of consulting firms say they were short-staffed. 

With demand for its commercial due diligence services skyrocketing, the firm realized it would need to augment its team to keep up with demand. Specifically, the firm needed an engagement manager with deep due diligence experience that could come in and help the firm with current and future due diligence team projects. 

The Solution

Searching for a Certified Engagement Manager

Having heard about Graphite, the firm's partner decided to look deeper into the platform by engaging an Account Executive (AE). Together they discussed the depth of the network, the quality of experts on the platform, the vetting process, and how payment happened on the platform. 

Satisfied with Graphite’s platform and unique white-glove service, the partner moved forward with creating a scope of work for the project and posting it on the platform with the help of the AE. Working with the talent team, the AE created a shortlist of experts for the partner to review. 

Out of the 376 experts with related experience, the AE presented six candidates that matched the client's specific criteria. The partner then set up 30-minute interviews with each candidate to learn more about their experience as a leader managing a team of 2-3 associates/analysts and more about their background. 

After connecting with each candidate, the partner decided to move forward with a strategy consultant and entrepreneur with a decade of experience helping organizations make informed decisions. The independent expert's background working at a Big Four accounting firm as a global innovation manager and business analyst really stood out to the partner. 

Results

Keeping with Due Diligence Demand with Top-Tier Expert 

Before setting up the due diligence expert as the engagement manager for its commercial due diligence initiatives, the firm decided to start the expert on another project as an associate manager. Doing so would enable the firm to see the expert's level of expertise and working style. 

In that initial project as an associate manager, the expert worked with another engagement manager on a growth strategy intake for a large mortgage provider. The goal of this engagement was to help the end client develop a roadmap for growth by identifying potential markets they could enter. 

Pleased with the independent expert's work on the growth strategy assignment, the partner at the firm decided to transition them into undertaking the commercial due diligence initiatives. As the engagement manager in these engagements, the expert was responsible for managing a team of 2-4 associates/analysts at different times through the course of the engagement and was tasked with the following deliverables: 

  • Understanding future growth prospects
  • Developing a perspective on product innovation in the industry
  • Mapping the competitive landscape
  • Creating consumer insights via a national survey
  • Identifying priority areas to investigate with acquisition target with respect to market/forecast estimates
  • Summarizing insights and observations stemming from a thorough review and validation of available data and information
  • Participating in the delivery of insights and readout of findings

Throughout the course of three months, the expert led the team in executing three commercial due diligence projects across several industries, such as technology, media, and telecom; private equity; consumer goods; and financial services. 

As the client and expert built their relationship with each engagement, Graphite was involved every step of the way in making the process as seamless as possible. The AE checked in at several points throughout the engagement to see how the initiatives were progressing and smooth out any details from every item mentioned in the scope of work. 

Given how easy Graphite made the process of managing, paying, and communicating with the expert, the firm has gone on to complete over 24 projects on the platform. Of those completed projects, the due diligence expert has worked on seven of those given to their professionalism, level of expertise, and quality of work.

Back to Case Studies

Growth Strategy Consulting Firm Gets a Leg Up With Due-Diligence Expert

Learn how this consulting company powered through a surge in demand for due diligence support.

Skills Onboarded
About the Client
Project Duration
weeks
Independent Experts Hired
Project Booking Value

$40.3k

Key roles identified and onboarded

Eager to onboard a team that could achieve results within six months, the client and their dedicated Graphite account manager partnered to determinze the specifications for each of the four roles. They were:

No items found.

Gabriela Ziffermann

Digital Messaging Program Manager
CHALLENGES
  • Provide expertise in creating digital two-way communications compliant with federal government regulations (via text, email, and online portal)
  • Working with internal developers and product managers to implement the messaging rollout.
WORK EXPERIENCE
The Graphite Impact
Investment

Private Equity Firm Rapidly Builds M&A Integration Team for an Advertising Technology Portfolio Company

Read more
Enterprise

A Fortune 50 Omnichannel Retailer Powers a Digital Transformation with a Right-Sized Team of Independent Talent

Read more
Enterprise

A Leading Athleisure Brand Enhances Agility to Sustain Rapid Growth with Independent Talent

Read more
Investment

$19B+ Private Equity Firm Drives Value Creation at Mining Portco by Partnering with Graphite to Address Multiple Talent Gaps

Read more
Professional
4

Consulting Firm Hires Interim CFO to Strategically Enhance Financial Performance

Read more
Investment

Private Equity Firm Rapidly Engages Interim VP of Finance for Continuity and Momentum at Media Portco

Read more
Enterprise

Supply Chain Leader Uncovers New Growth Opportunities with a Market Access Expert

Read more
Enterprise

A Fortune 100 Telecommunications Company Saves 45% with Independent Talent

Read more

Leading Supply Chain Transformation with Former EY Consultant

Read more
Enterprise

Former MBB Expert Facilitates CPQ Transformation

Read more
Sector
Functional Skill

Fortune 50 Omnichannel Retailer Powers Digital
Transformation Lorem Ipsum

Read more