The demand thesis
Establish which budgets, programs and customers underpin demand — and what remains contingent on future decisions.
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Transaction assessment
Read the asset within its system.
A transaction rests on what the business does today and what it is expected to become. The latter may depend on budgets, programs and procurement decisions elsewhere.
Areas of work
The delivery assumption
Separate current delivery from the capacity, qualification and suppliers assumed growth would require.
Scenario exposure
Identify changes in budgets, programs or geopolitical conditions that would materially alter the assessment.
The working principle
Established, conditional, or not yet demonstrated.
The assessment distinguishes what is established, conditional or not yet demonstrated. It is strategic analysis, not financial or legal diligence; the transaction decision remains the client’s.
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