Walk the walk
We believe M&A due diligence is best performed by people who have actually been there and done it
Understanding sales and marketing through the lens of private equity is crucial to successful acquisitions
62% of M&A deals fail to meet their financial objectives, with poor due diligence cited as one of the primary reasons
Harvard Business Review
You need a partner, not a checklist
Caret is ready to help
01
Sales
02
Marketing
03
Rev Ops
We’ve built successful sales and marketing organizations and help companies do the same every day
Combined with our PE background, we provide comprehensive due diligence with a unique perspective centered on the go-to-market side of the business
Surface level analysis won't cut it. Caret helps you dig deeper
Acquisitions have lots of moving pieces
Leverage our go-to-market experience so you can focus on everything else
No (sales & marketing) stone left unturned
Caret’s got you covered – we’ll dive deep into your prospect company’s
- Tech stack
- Sales strategy and team structure
- Marketing playbook and collateral
- Customer segmentation
- Revenue operations
- Pricing
- + way more
