We operate under standard NDA protocols and can structure our assessment in multiple ways depending on deal dynamics. For pre-LOI situations, we work from data room materials, industry intelligence, and discrete market research. Post-LOI, we typically conduct focused management interviews positioned as “growth planning” conversations rather than risk assessment. We’ve refined this approach across dozens of transactions—target companies rarely realize they’re being evaluated beyond standard financial DD, and we never surface concerns that could jeopardize deal closure before you’ve made the investment decision.