Buy-Side Diligence
Measurable value clarity in buy-side diligence and pricing strategy
INSIGHT2PROFIT supports private equity firms with fast, data-backed buy-side diligence focused on pricing strategy, commercial maturity, and margin performance that drive confident investment decisions. Our proprietary Quality of Pricing® methodology equips deal teams with the data and analysis needed to identify, validate, and quantify pricing and commercial opportunities and risks—quickly and efficiently.
Our Buy-Side Diligence process is designed to assess pricing performance, commercial sophistication, and readiness to capture growth—within your deal timeline. We help deal teams and investment committees understand how the target has realized price, how pricing contributes to revenue and margin trends, and what it will take to unlock further growth post-close.
Common Challenges
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Quality Data
Leveraging data that is low-quality or locked in disparate systems to provide meaningful intelligence within short timelines.
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Granular Performance Understanding
Evaluating how the target has performed over the last few years in terms of net price realization, churn, mix, concentration, and more.
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Targeted Opportunities
Understanding which customers, products, and segments have the potential to drive growth or margin expansion.
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Realization Likelihood
Gauging how strategic and mature the target’s pricing and commercial processes are, including historical realization and future execution readiness.
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Go-Get Roadmap
Quantifying pricing upside and translating data into roadmap priorities and actions.
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Evaluating Current Market Dynamics, such as Tariffs
Static data and marketing materials don’t tell the current and/or future story given changing market conditions.
Buy-Side Solutions
We plug into your process as a true partner, bringing extra capability and perspective exactly when it’s needed
Quick Read
Early Stage ~2 days
When to Use:
Early review of CIM or other preliminary materials, before committing to full diligence
What it Delivers:
High-level view of market attractiveness, growth potential, and key dynamics to support an early “pursue or pass” call
SWAT Team
Transaction Sprint ~3 to 5 days
When to Use:
Final stretch/last-minute deadline or “frontrunning” process; new or complex data arrives during later stages
What it Delivers:
Rapid analysis and deliverables on critical data-heavy workstreams; decision-ready outputs under tight timelines
Deep Dive
Mid / Late Stage ~2 to 3 weeks
When to Use:
Between initial indication and signing; when more detail is needed on top‑line drivers
What it Delivers:
Clear view of opportunities, underlying drivers, and key risks to inform valuation, investment case, and post‑close planning
Our Approach
What Sets Our Buy-Side Approach Apart
- Quality of Pricing®: A differentiated offering built to match the speed and specificity needed during M&A diligence
- Industry-Spanning Tools: Our proprietary data engineering and analytics engine enables buy-side pricing diligence across inconsistent quality of data inputs, to quickly and reliably deliver valuable outputs
- Real-World Market Intelligence: We augment data room analysis with market perspectives and voice-of-customer insights as appropriate
- Volume vs. Price Growth Analysis: We dissect performance drivers to identify which pricing gains are durable and specific areas of additional opportunity
- Sustainable Value-Creation Mindset: We estimate timing, resourcing, and roadmap priority—setting your value creation strategy up from day one with implementable priorities grounded in sustainable practices
- Agility to Address Market Dynamics: Flexible approach to scenario analysis to determine opportunities and risks, upside and downside cases, and mitigation strategies that can be discussed with management
Our Process: Rapid, Custom, Proven
INSIGHT’s Buy-Side Diligence team is solely focused on supporting transaction timelines. We deploy tailored playbooks built on repeatable processes—meaning we ramp up fast, work within your VDR constraints, and deliver clarity with minimal burden to the deal team. Our approach enables:
- High-quality pricing diagnostics delivered in 2–3 weeks, with flexibility to tighter timelines
- Scenario modeling to size potential pricing upside, incorporating current-state market conditions (e.g., tariff exposure & mitigation)
- Analysis that informs the hold period roadmap—not just investment committee approval
- A view into how pricing excellence can be built, accelerated, and sustained post-acquisition
- Transaction-tested support for pricing due diligence and commercial readiness
Meet Our Experts
With deep transaction experience and pricing and profitability specialization, our senior advisors have supported hundreds of successful private equity investments across industries.
Andy Fauver
Andy is the Senior Vice President of Transaction Services at INSIGHT2PROFIT, where he leads the Transaction Services Practice. There, he partners with private equity firms, their portfolio companies, and other transaction advisors to add significant value to the mergers & acquisition process by developing the data foundation and analytics, identifying enterprise value creation opportunities and risks, and developing the growth roadmap and strategy. With over 25 years of consulting and commercial experience, Andy is a trusted advisor to private equity firms, their portfolio companies and investment banks. He spearheaded the launch of INSIGHT’s Quality of Pricing® service offerings to support buy-side, exit planning and sell-side due diligence, and post-acquisition value creation.
Prior to joining INSIGHT, he founded and served as President of Freedonia Custom Research, a division of The Freedonia Group, providing growth consulting and market analytics to Global 1000 companies, private equity firms and investment banks across a wide range of industries. He started his career with Ernst & Young and Capgemini serving clients across industries with operational improvement and business transformation engagements and led Sales Operations for the Capgemini’s Technology Consulting group as part of The Leadership Development Program.
Andy earned his MBA at Case Western Reserve University, Weatherhead School of Management and completed his B.A. degree in History from Hamilton College.
Ankur Deora
Ankur is a trusted advisor to Private Equity firms and their portfolio companies during the M&A process. He leads Quality of Pricing® engagements specializing in identifying enterprise value creation opportunities and risks on the Buy-Side and maximizing exit value by developing the strategic pricing roadmap during Sell-Side and post-acquisition Diagnostic engagements.
He brings 20 years of consulting and industry experience leading Business Analytics, Pricing Strategy and Revenue management engagements with B2B and B2B2C manufacturing, distribution and services companies.
Prior to joining INSIGHT, he served as Business Unit Manager focused on Pricing Strategy and Revenue Management at TransDigm (global manufacturer for commercial aerospace and Defense) and a Marketing Manager focused on Channel Pricing for Osborn International (industrial manufacturer).
Ankur earned his MBA in Marketing, Strategy, and Finance from Case Western Reserve University and a Bachelor of Commerce from the University of Mumbai, Narsee Monjee College of Commerce and Economics.
Brian Clayson
Brian is a Director on the Transaction Services team at INSIGHT2PROFIT, bringing over a decade of consulting experience. He specializes in pricing, sales, and market intelligence, primarily supporting private equity firms, investment banks, and Global 1000 clients. Brian guides clients through strategic decision-making processes during buy/sell-side engagements and post-acquisition diagnostics. He has led over 20 diligence engagements, focusing on identifying enterprise value, uncovering profit opportunities, and setting strategic goals.
Prior to joining INSIGHT, Brian spent 11 years at The Fredonia Group, a provider of market intelligence consulting services for strategic decision-making in B2B and industrial markets. During his tenure, he focused on leading clients towards informed business decisions via growth consulting and market analytics.
Examples of Brian’s recent experience includes:
- Provided buy-side diligence support for a pharmaceutical products manufacturer, identifying pricing opportunity across direct and distribution channels
- Offered sell-side diligence support for a chemical producer, identifying new product segmentation, historical price realization, current pricing strategy, and forward-looking pricing roadmap
Brian earned his M.A. and B.A. in Economics from Kent State University.
Evan Schriner
Evan is a Senior Manager on the Transaction Services team at INSIGHT2PROFIT, with over 6 years of experience in consulting and price management. He specializes in supporting the Transaction Advisory Group by providing buy and sell-side diligence services to the firm’s private equity clients.
Evan’s expertise spans various industries across Business/Technology Services, Industrials, Residential Building Products, and Commodity-Based Manufacturing. He led clients through setting price strategy, freight optimization, change management, and the implementation and execution of quoting applications.
Examples of Evan’s experience include:
- Provided buy-side diligence support for a data warehousing provider, identifying the financial impact of changing the business’s pricing strategy from project-based to SaaS focused
- Offered sell-side diligence support for a food service distributor, highlighting a history of price realization and a future state roadmap to drive incremental margin improvement across each purchasing channel
- Provided diagnostic support for a services-based systems Integrator, quantifying the opportunity of centralizing the pricing function across more than 50 branches
- Led the price strategy and implementation for a commercial lighting manufacturer, resulting in over $50M in price gain over a 3- year period
- Led the modeling and implementation of a North American customs brokerage through a complex outlier model employing linear multivariate regression to identify target pricing, generating over $20M of incremental impact
Evan earned his BBA in Finance and Marketing from Grand Valley State University, Siedman College of Business.
Stewart Henzi
Stewart is a Senior Manager on the Transaction Services team at INSIGHT2PROFIT, leveraging over 6 years of experience in consulting and price management. He specializes in providing buy and sell-side diligence services to the firm’s private equity clients within the Transaction Advisory Group.
Prior to joining INSIGHT, Stewart served as an Associate Manager for NielsenIQ’s BAES team and held positions at FritoLay, PepsiCo. His responsibilities included strategy, implementation, technology development, and continuous improvement initiatives in OEM Manufacturing, Packaging Manufacturing, Distribution, and Consumer Products and Services sectors.
Examples of Stewart’s experience include:
- Provided buy-side diligence support for a Consumer Products Manufacturer, identifying pricing opportunity across DTC and Retail channels
- Offered sell-side diligence support for a B2B Distributor, highlighting history of price realization, current pricing strategy, and forward-looking pricing roadmap
- Facilitated the price optimization and systems implementation for a Packaging Materials Manufacturer, assisting in aligning pricing strategy across business units post-merger and integrating pricing tools into the existing sales process to maximize profitability
Stewart earned a B.S. in Business Administration with minors in Business Analytics and Spanish from Miami University.
Rebecca Monico
Rebecca is a Director on the Transaction Services team and is a results driven professional with over 20 years of experience supporting private equity firms and their portfolio companies in capturing value creation opportunities.
As a Director at INSIGHT, she is responsible for uncovering profit opportunities for clients during buy-side and sell-side diligence and other transaction-related needs. She accomplishes this by working closely with clients and leveraging INSIGHT’s Profit Analytics solution, to deliver results that inform strategic decisions and provide visibility to the value creation roadmap during the M&A process.
Prior to INSIGHT, Rebecca served as Vice President at KeyBanc Capital Markets, where she led clients through the origination and execution of public equity offerings, including due diligence support and investor strategy guidance. Additionally, she assessed recapitalization alternatives, analyzed shareholder opportunities and managed the preparation of shareholder reporting material.
Rebecca earned a B.S. in Finance and Accounting from the University of Colorado Boulder, Leeds School of Business.
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