Transaction Services
Measurable revenue growth across the private equity lifecycle.
We have partnered with hundreds of businesses—both buyers and sellers—to help assess investment opportunities, optimize value creation, and maximize exit values.
We understand the tremendous demands and sense of urgency required in the transaction process in order to make strong investment decisions that generate the desired ROI.
INSIGHT’s expertise in analyzing and interpreting data to quickly identify unique, quantifiable EBITDA growth opportunities enables businesses to make high-quality investment decisions for both buy-side and sell-side investments. Our Quality of Pricing® (QoP®) service identifies margin improvement opportunities and risks to provide clarity and confidence throughout the transaction process.
Buy-Side Diligence: Certainty of ROI
- Identify & quantify EBITDA growth opportunities in days, not weeks
- Deliver high-resolution visibility based on in-depth, proprietary commercial data analytics
- Define a roadmap for improvement and determine the enterprise value creation to consider and underwrite
Exit Planning & Sell-Side Diligence: Maximize Exit Value
- Define a roadmap of opportunity areas and quick wins to realize pre-transaction
- Showcase pricing journey, remaining upside, and capacity to realize margin improvement, including the “so what’, not just the “what”
- Access dynamic, digestible data via a single source of truth
Don’t let your businesses leave money on the table. INSIGHT utilizes a unique, rapid-response process that blends pricing and commercial growth expertise, purposeful data engineering, and our powerful analytics engine to foster a competitive advantage for buyers and sellers throughout the transaction process as well as the portfolio company’s lifecycle.
Common Challenges
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Data Horsepower
Noisy or low-quality data creates obstacles in meeting the level of detail required by buyers and sellers, shifting valuable time and resources. Businesses need clarity and confidence to prove value creation is not just on paper but real, which only quality data can provide.
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Tight Timelines
Transaction deadlines are high stakes, which is why we have a dedicated team focused only on transaction services designed specifically to meet the pace of play required. We ensure you have the answers you need when you need them and are a trusted partner throughout your transaction process.
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Certainty of ROI for Buyers
Buyers need clarity and granularity in their diligence process, and a blueprint they can feel confident in. We offer investors valuation validation, investment conviction, and risk mitigation to make critical investment decisions that deliver maximum ROI.
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ROI Realization for Sellers
Sellers are faced with skepticism from buyers, noisy data, and gaps in the value creation story. INSIGHT brings credibility, confidence and ease in answering critical questions, and a clear roadmap buyers can believe in.
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Buyer Conviction
Whether proving value when selling or substantiating growth potential when buying, INSIGHT is committed to building conviction through granular, dynamic data analyses that visibly and quickly provide the “so what” in the growth story to deliver certainty without a shadow of a doubt.
Meet Our Experts
With over 250 dedicated pricing strategy experts, our team helps businesses achieve profit and EBITDA growth through our process proven on over 800 engagements since our founding in 2006.
Andy Fauver
Andy is the Senior Vice President of Transaction Services at INSIGHT2PROFIT, where he leads the Transaction Services Practice. There, he partners with private equity firms, their portfolio companies, and other transaction advisors to add significant value to the mergers & acquisition process by developing the data foundation and analytics, identifying enterprise value creation opportunities and risks, and developing the growth roadmap and strategy. With over 25 years of consulting and commercial experience, Andy is a trusted advisor to private equity firms, their portfolio companies and investment banks. He spearheaded the launch of INSIGHT’s Quality of Pricing® service offerings to support buy-side, exit planning and sell-side due diligence, and post-acquisition value creation.
Prior to joining INSIGHT, he founded and served as President of Freedonia Custom Research, a division of The Freedonia Group, providing growth consulting and market analytics to Global 1000 companies, private equity firms and investment banks across a wide range of industries. He started his career with Ernst & Young and Capgemini serving clients across industries with operational improvement and business transformation engagements and led Sales Operations for the Capgemini’s Technology Consulting group as part of The Leadership Development Program.
Andy earned his MBA at Case Western Reserve University, Weatherhead School of Management and completed his B.A. degree in History from Hamilton College.
Ankur Deora
Ankur is a trusted advisor to Private Equity firms and their portfolio companies during the M&A process. He leads Quality of Pricing® engagements specializing in identifying enterprise value creation opportunities and risks on the Buy-Side and maximizing exit value by developing the strategic pricing roadmap during Sell-Side and post-acquisition Diagnostic engagements.
He brings 20 years of consulting and industry experience leading Business Analytics, Pricing Strategy and Revenue management engagements with B2B and B2B2C manufacturing, distribution and services companies.
Prior to joining INSIGHT, he served as Business Unit Manager focused on Pricing Strategy and Revenue Management at TransDigm (global manufacturer for commercial aerospace and Defense) and a Marketing Manager focused on Channel Pricing for Osborn International (industrial manufacturer).
Ankur earned his MBA in Marketing, Strategy, and Finance from Case Western Reserve University and a Bachelor of Commerce from the University of Mumbai, Narsee Monjee College of Commerce and Economics.
Brian Clayson
Brian is a Director on the Transaction Services team at INSIGHT2PROFIT, bringing over a decade of consulting experience. He specializes in pricing, sales, and market intelligence, primarily supporting private equity firms, investment banks, and Global 1000 clients. Brian guides clients through strategic decision-making processes during buy/sell-side engagements and post-acquisition diagnostics. He has led over 20 diligence engagements, focusing on identifying enterprise value, uncovering profit opportunities, and setting strategic goals.
Prior to joining INSIGHT, Brian spent 11 years at The Fredonia Group, a provider of market intelligence consulting services for strategic decision-making in B2B and industrial markets. During his tenure, he focused on leading clients towards informed business decisions via growth consulting and market analytics.
Examples of Brian’s recent experience includes:
- Provided buy-side diligence support for a pharmaceutical products manufacturer, identifying pricing opportunity across direct and distribution channels
- Offered sell-side diligence support for a chemical producer, identifying new product segmentation, historical price realization, current pricing strategy, and forward-looking pricing roadmap
Brian earned his M.A. and B.A. in Economics from Kent State University.
Evan Schriner
Evan is a Senior Manager on the Transaction Services team at INSIGHT2PROFIT, with over 6 years of experience in consulting and price management. He specializes in supporting the Transaction Advisory Group by providing buy and sell-side diligence services to the firm’s private equity clients.
Evan’s expertise spans various industries across Business/Technology Services, Industrials, Residential Building Products, and Commodity-Based Manufacturing. He led clients through setting price strategy, freight optimization, change management, and the implementation and execution of quoting applications.
Examples of Evan’s experience include:
- Provided buy-side diligence support for a data warehousing provider, identifying the financial impact of changing the business’s pricing strategy from project-based to SaaS focused
- Offered sell-side diligence support for a food service distributor, highlighting a history of price realization and a future state roadmap to drive incremental margin improvement across each purchasing channel
- Provided diagnostic support for a services-based systems Integrator, quantifying the opportunity of centralizing the pricing function across more than 50 branches
- Led the price strategy and implementation for a commercial lighting manufacturer, resulting in over $50M in price gain over a 3- year period
- Led the modeling and implementation of a North American customs brokerage through a complex outlier model employing linear multivariate regression to identify target pricing, generating over $20M of incremental impact
Evan earned his BBA in Finance and Marketing from Grand Valley State University, Siedman College of Business.
Noah Raether
Noah is a Senior Manager on the Transaction Services team at INSIGHT2PROFIT, where he provides buy and sell-side diligence services to the firm’s private equity clients. Noah has over 15 years of professional experience and brings a wealth of expertise to his role.
Prior to joining INSIGHT, Noah served as a Vice President at Goldman Sachs where he focused on both product management and leading strategic initiatives with key partners. Additionally, he invested 6 years with Guggenheim Partners, a global investment and advisory firm where he played a pivotal role in creating and improving processes.
Examples of Noah’s experience include:
- Provided sell-side diligence support for a distributor in the restaurant industry, identifying pricing opportunity through distribution of supplies and equipment, while also quantifying the impact from recent customer wins.
- Offered buy-side support for a B2B distributor, highlighting pricing wins’ history, while also assessing how a lack of standardization in customer contracts impacted the business.
- Performed a pricing diagnostic for a key client’s recent acquisition, pinpointing several areas for improvement in pricing improvement in pricing and sales practices to drive incremental revenue growth.
Noah earned his MBA in Management & Strategy and Marketing from Northwestern University’s Kellogg School of Management and a BBA in Finance and Risk Management & Insurance from the University of Wisconsin School of Business.
Rebecca Monico
Rebecca is a Director on the Transaction Services team and is a results driven professional with over 20 years of experience supporting private equity firms and their portfolio companies in capturing value creation opportunities.
As a Director at INSIGHT, she is responsible for uncovering profit opportunities for clients during buy-side and sell-side diligence and other transaction-related needs. She accomplishes this by working closely with clients and leveraging INSIGHT’s Profit Analytics solution, to deliver results that inform strategic decisions and provide visibility to the value creation roadmap during the M&A process.
Prior to INSIGHT, Rebecca served as Vice President at KeyBanc Capital Markets, where she led clients through the origination and execution of public equity offerings, including due diligence support and investor strategy guidance. Additionally, she assessed recapitalization alternatives, analyzed shareholder opportunities and managed the preparation of shareholder reporting material.
Rebecca earned a B.S. in Finance and Accounting from the University of Colorado Boulder, Leeds School of Business.
Stewart Henzi
Stewart is a Senior Manager on the Transaction Services team at INSIGHT2PROFIT, leveraging over 6 years of experience in consulting and price management. He specializes in providing buy and sell-side diligence services to the firm’s private equity clients within the Transaction Advisory Group.
Prior to joining INSIGHT, Stewart served as an Associate Manager for NielsenIQ’s BAES team and held positions at FritoLay, PepsiCo. His responsibilities included strategy, implementation, technology development, and continuous improvement initiatives in OEM Manufacturing, Packaging Manufacturing, Distribution, and Consumer Products and Services sectors.
Examples of Stewart’s experience include:
- Provided buy-side diligence support for a Consumer Products Manufacturer, identifying pricing opportunity across DTC and Retail channels
- Offered sell-side diligence support for a B2B Distributor, highlighting history of price realization, current pricing strategy, and forward-looking pricing roadmap
- Facilitated the price optimization and systems implementation for a Packaging Materials Manufacturer, assisting in aligning pricing strategy across business units post-merger and integrating pricing tools into the existing sales process to maximize profitability
Stewart earned a B.S. in Business Administration with minors in Business Analytics and Spanish from Miami University.
In a competitive landscape changed by COVID-19, it’s more important now than ever to quickly gain visibility into the opportunities and risks of target companies.
How private equity firms can maximize valuation through strategic pricing.
Discover how to best plan for your exit strategy and maximize your exit value.
Identify untapped pricing opportunity in your business that can lead to profit growth.
Successful data analysis and interpretation delivers clarity and confidence to your pricing decisions, resulting in more profitable and sustainable results.
We are in unchartered waters of a global pandemic and macroeconomic uncertainty. In this environment, how should businesses adjust their strategies to best address the unpredictable market? Are price cuts – or price increases – warranted to protect growth and margins?