Overview

Client takes a unique approach to M&A deals, playing “offensive due diligence” to win over founders by sharing a detailed execution plan for their company’s next growth stage. The fund is highly active in the post-deal execution phase. Paragon is the trusted technology advisory partner for client’s major transactions in consumer products, eCommerce and healthcare.

Approach

Paragon takes a data-driven approach, combined with 20+ years of experience to formulate a framework for future growth with a high probability of success. Business Intelligence and machine learning highlight non-obvious migration paths up higher customer RFM (recency, frequency. monetary) tiers.

Results

Paragon leads technical due diligence on several deals ($100M-300M) and continues to engage with the post-acquisition management teams.  Helped eCommerce, consumer and healthcare portfolio companies unlock 2X to 5X in customer LTV and retention.