The
Business
Customer
Experts
Exclusively Focused On
√ B2B Companies
√ Lower Middle Market
√ U.S. Market
Business Customer-focused Solutions Providing Value Throughout The Business Lifecycle
√ Customer Due Diligence for B2B Acquisitions
√ Managing B2B Companies To Accelerate Value Creation
√ Preparing B2B Companies For A Sale
Solutions for Acquirers
B2B Customer Due Diligence to mitigate risk for Buyers of B2B companies including PE Firms, Independent Sponsors, Search Funds, Private Investment Firms, Family Offices and High-Net-Worth Individuals.
Solutions for Operators
Obtain Business Customer Intelligence enable CEOs and Business Owners to drive business strategies, roadmaps, improve competitiveness and… Accelerate Value Creation
Solutions for Investors
Enabling PE Firms, Independent Sponsors, Search Funds, Private Investment Firms, Family Offices and High-Net-Worth Individuals to make wise business decisions and mitigate risk when making investments in B2B Companies.
“We couldn’t have closed the deal without WHIZDOM. We refer searchers to WHIZDOM all the time and WHIZDOM is welcome to use us as a reference for Customer Due Diligence initiatives.”
“We retained WHIZDOM for their expertise in M&A transactions that involve B2B Customers, their independent, unbiased and objective approach and the high value insights and recommendations they offer during the Due Diligence process. We were pleased with their excellent work product.”
“We were impressed with the Customer Due Diligence report WHIZDOM delivered. It was very high-quality with actionable recommendations.”
“I appreciate the super insightful Customer Due Diligence report you put together for us.”
“The Customer Discussion Guide for my acquisition looks great.”
“There was a lot of information in WHIZDOM’s Customer Due Diligence report. The report was a super useful reference for the post-acquisition roadmap.”
“We’ve reviewed the list of questions in the Customer Due Diligence Discussion Guide
you shared with us and we think they’re excellent.”
“The Customer Discussion Guide looks fantastic. The quick turnaround really helps me with delivering an effective initial message to investors and the quality here looks superb. As my friends start to conduct their Customer Due Diligence, know that you’ve got an evangelizer in me!”
“I recently reviewed the WHIZDOM Customer Due Diligence report. It was very helpful in understanding customer buying behavior and the competitive environment.”
“Ivy Millman has been a great resource to our entrepreneurs in the diligence phase conducting customer calls. I think she may be able to help you out on your initiative to grow revenues and improve cash flow. Ivy has gotten great reviews from everyone we have referred to her, so I am sure you’ll find her to be a great resource to have in your Rolodex.”
“Definitely give my name to search fund entrepreneurs needing Due Diligence for customers and partners. I’m happy to speak to them.”