Do you do financial diligence?

No. We focus on operations, customers, and market strategy, complementing your Q of E provider.

What’s different about your customer interviews?

We go beyond Net Promoter Score. Our interviews reveal true customer stickiness, satisfaction drivers, and risk factors.

Can we just hire you for interviews?

Absolutely. Customer due diligence can be a standalone module or part of a full commercial review.

What if we don’t have clean data yet?

We tailor the scope to the data you have and often guide you on what to request from the seller.

Do you ever recommend walking away?

Yes. We’ve helped clients avoid costly mistakes when the risk outweighed the reward.

Operational & Commercial Diligence:

Buy with confidence. Or walk away smarter.

Empower Your Next Acquisition

Financials might look clean. Margins might look strong. But what if the customers leave when the founder steps away? What if that “growth engine” is just one salesperson with a Rolodex? We uncover the operational cracks, customer risk, and hidden upside that financials can’t — so you move fast, avoid costly surprises, and protect value post-close.

What We Review (Core Modules)

Customer Due Diligence Interviews

Direct insights from customers about loyalty, churn risk, satisfaction drivers, and vulnerability to change. This is our most in-demand service.
Operations Review

Bottlenecks, key-person risk, scalability constraints, supply chain exposure.
Customer Base Review

Retention patterns, revenue concentration, renewal risk, contract quality.
Market & Competitive Review

Market tailwinds/headwinds, saturation, peer benchmarks, competitive positioning.
Commercial Review

Sales process health, brand strength, pricing strategy, channel effectiveness.

Contact Us

Who This Is For:

Private equity firms buying companies with $2M–$50M in revenue
Search funds and independent sponsors
Family offices targeting founder-led businesses
Strategic acquirers validating upside before investing in scale

When To Bring Us In:

You’re debating LOI and need a confidence check
You’ve got financials — but not the full story
You want to understand customer loyalty, not just logo count
You need a second set of eyes on how the business really runs

Common Use Cases:

Confirming upside before signing LOI
Stress-testing founder-led growth stories
Backstopping Q of E with customer + operational clarity
Building conviction before bringing in lenders
Avoiding post-close surprises

Ready to stress-test your next deal?

Let's Talk - Schedule a Call

Wins for Clients

“This is amazing and extremely detailed. I can’t believe you got the customers to elaborate on so many key areas. This is incredibly helpful for our goals moving forward.”

— Investor
“When you're looking at making an acquisition and then managing post-close, Mayfield is critical. They help us understand market reputation, customer feedback, and opportunities to improve. It's a multifaceted value.”

— Investor
“I engaged Mayfield Consulting to understand how critical a vertical software solution was to its clients. The insights they uncovered went far deeper than what I got from the seller or my own interviews. They were an invaluable partner.”

— Searcher
“We were told the company had sticky recurring revenue. Mayfield uncovered that 60% came from just two customers with verbal agreements. Huge catch.”

— Search Fund Principal

    Q of E vs. Operational & Commercial Diligence
  
        Category
        Traditional Q of E
        Mayfield Diligence Review
      
        Focus
        Historical financial accuracy
        Execution risk & future growth potential
      
        Team
        Accountants & analysts
        Operators, marketers, customer experts
      
        Key Tools
        Adjustments, working capital, financial controls
        Customer interviews, ops/market review, GTM validation
      
        Deliverable
        Verification report
        Risk & opportunity analysis with clear actions
      
        Use Case
        Final stage validation
        Use pre-LOI, post-LOI, or mid-process
      
        Typical Price
        $30K – $60K
        $7.5K – $25K (modular pricing)
      
        Turnaround Time
        3–4+ weeks
        10–14 business days

Category	Traditional Q of E	Mayfield Diligence Review
Focus	Historical financial accuracy	Execution risk & future growth potential
Team	Accountants & analysts	Operators, marketers, customer experts
Key Tools	Adjustments, working capital, financial controls	Customer interviews, ops/market review, GTM validation
Deliverable	Verification report	Risk & opportunity analysis with clear actions
Use Case	Final stage validation	Use pre-LOI, post-LOI, or mid-process
Typical Price	$30K – $60K	$7.5K – $25K (modular pricing)
Turnaround Time	3–4+ weeks	10–14 business days

FAQs

No — we focus on operations, customers, and market strategy. We complement, not compete with, your Q of E provider.
We go beyond Net Promoter Score. Our interviews reveal how sticky your customers really are, what makes them stay, and what would make them leave. Many of our clients say the interviews alone were worth the cost of the entire review.
Absolutely. We offer customer due diligence as a standalone service or as part of a broader commercial review.
That’s common. We tailor the scope to what’s available — and often help you ask for the right data from the seller.
Yes. We’ve helped clients avoid multi-million-dollar mistakes — and also confirmed when a deal’s upside was real.