Codex Partners
back Market Due Diligence Process

  • Definition and
    prioritisation of
    objectives and
    questions of the
    due diligence

  • Identification of
    data requirements
    and analyses

  • Setting of project
    milestones

  • Identifying
    and selection
    of interview
    partners
    (management,
    customers,
    competitors,
    suppliers,
    experts)

  • Definition of
    questionnaires
  • Personal and
    telephone
    interviews

  • Evaluation of
    results, etc.

  • Database
    analysis

  • Analysis of
    statistics,
    investor
    relation
    documents,
    broker
    reports,
    annual
    reports, etc.

  • Visits of
    production
    plants, sales
    channels,
    foreign
    subsidiaries,
    etc.

  • Data evaluation

  • Data quality
    check

  • Data analysis

  • Modelling/ scenarios

  • Discussion of
    results

  • Frequent updates

  • Presentation final
    report to private
    equity fund

  • Presentation to
    management, co-
    investors, and
    banks

  • Syndication
    support

  • Client
  • CODEX
  • CODEX
  • CODEX
  • Client
  • CODEX
  • Client
  • CODEX
  • Client
  • CODEX
  • Co-Investors, banks,
    management

* parallel activities