Unlock Hidden Insights Before You Buy
Client Diligence That Goes Beyond the Numbers
When you're acquiring a company, the numbers only tell part of the story. What you really need to know is: Are their clients going to stick around once the ink dries?
Client Relationship Risk Assessment
Key Risk Factors
- Trust gap with key stakeholders
- Misaligned expectations on roadmap
- Support concerns post-acquisition
Mitigation Recommendations
- Dedicated transition team
- Clear communication plan
- Retention incentives
Client Diligence That Matters
We specialize in client diligence — conducting confidential, one-on-one interviews with the target company's clients to uncover what financials can't show: the strength of relationships, the risk of churn, and the true staying power of the business you're buying.
"We speak directly with your target's clients — not surveys, not second-hand data. Just candid, person-to-person conversations designed to expose the real dynamics behind customer relationships."
From these conversations, we surface risk signals, validate growth potential, and assess how vulnerable or resilient the business really is.
Why It Matters:
Revenue may be growing, but is it stable?
We assess the true durability of the target's revenue streams.
Clients may be many, but are they loyal?
We evaluate client sentiment and likelihood to remain post-acquisition.
Contracts may look solid, but how strong is the trust behind them?
We uncover the real relationship dynamics that determine renewal likelihood.
How It Works
1. You identify the target.
Let us know which company you're considering and which client relationships matter most to the deal value. We'll work with you to determine the right scope for the assessment.
2. We discreetly interview their clients.
Our team conducts confidential interviews with key stakeholders at the target's client organizations. We assess Trust, Competency, and Value to pinpoint misalignments and quantify potential churn risk.
3. You get a clear picture of relationship quality, risk, and opportunity — before you commit.
We deliver a comprehensive report with actionable insights about client relationship health, potential churn risks, and growth opportunities. This intelligence helps you make informed decisions about the deal structure, valuation, and post-acquisition integration strategy.
It's commercial intelligence with a human touch
— and it could mean the difference between a deal that thrives and one that unravels.
M&A is high stakes. Know who you're really buying.
Why It Matters for M&A
Protect Deal Value
A trust gap in a SaaS target can mean 20% churn post-deal—millions lost on a $100M acquisition. Don't let hidden relationship issues erode your investment.
- Identify at-risk revenue before closing
- Quantify potential churn impact
- Develop mitigation strategies pre-close
Validate Relationships
Surveys miss hidden risks that sink deals or kill synergies. Our approach uncovers the real state of client relationships beyond what's in the data room.
- Assess relationship strength across stakeholders
- Uncover unspoken concerns about the acquisition
- Identify key stakeholders for retention focus
Secure Growth Potential
Customer health drives value—don't guess before you close when data-driven insights are available to validate growth assumptions.
- Validate cross-sell and upsell assumptions
- Identify untapped opportunities in client base
- Assess realistic growth potential post-acquisition
Success Stories
Saved $20M Deal
Our assessment identified a critical trust gap with key clients that would have led to significant post-acquisition churn. The deal team adjusted terms and implemented retention strategies that saved the deal.
Michael C.
Director of M&A
Unlocked $5M Upside
Our interviews revealed untapped growth potential that wasn't visible in the data room. This insight validated the acquisition thesis and helped the team exceed their growth targets post-close.
Amanda R.
VP of Corporate Development
Prevented 15% Churn
Our assessment identified clients at high risk of churn post-acquisition. The integration team implemented our recommendations, resulting in 85% client retention versus the expected 70%.
David L.
Integration Lead
"Two12 caught a trust gap that saved our acquisition from post-deal churn issues. Their insights were invaluable to our due diligence process and helped us structure the deal to protect value."
Managing Director
Private Equity Firm
Protect your next acquisition
Book a call to learn how Two12 can help you identify and mitigate client relationship risks during due diligence to secure deal value.