Word-of-Mouth is Our Best Source of Growth
90% of our growth can be attributed to client referrals. With an NPS of 90+, it's easy to see it's because we make our clients happy. Our private equity solutions continue to deliver value.
As a Customer Due Diligence provider, we understand the value of customer relationships—and the power of referrals. In short, we know that there would be no us without you.
So, we've made our gratitude official. When you introduce us to new contacts in the PE space, we'll show our thanks with a reward.
IF YOU APPRECIATE CUSTOMER DUE DILIGENCE, SHARE STRATEGEX WITH A COLLEAGUE.
The Details
Effective October 23rd, 2023, anyone who introduces Strategex's Customer Due Diligence service to a new contact in the Private Equity/M&A space is eligible to receive the following thank-you gifts. It's a token of our appreciation. Plus, we'll make it quick and easy for you to introduce your friend or colleague to the team.
Referrers Will Receive Two Rewards
$500 GIFT CARD
Choose a gift card that suits you.
(We're not mad if you re-gift.)
AIRLINE: Tell us your favorite airline and get packing.
TICKETMASTER: Treat yourself to an upcoming performance.
APPLE: Shop the App Store, Apple TV, Apple Music, iTunes, Apple Arcade, the Apple Store app, apple.com, and the Apple Store.
SOOTHE: Deal-making can be stressful. Relax with a massage provided in your home, hotel, or office.
PROJECT DISCOUNT
86% of our Customer Due Diligence clients repeat.
Chances are you will too.
Next time you need us for Customer Due Diligence, enjoy 5% off.
Apply the discount toward:
- BUY-SIDE DUE DILIGENCE
- SELL-SIDE DUE DILIGENCE
- TARGET IDENTIFICATION
Have a Referral in Mind?
We'll send you an email template (or you can write your own)
so that you may make the introduction to the team.
FILL OUT YOUR INFO IN THE FORM BELOW TO GET STARTED.
Need to Discuss Something Urgent?
Schedule a time with our Managing Director, Anthony Bahr to discuss
our work, a project, or the referral program.
BOOK TIME ON HIS CALENDAR BELOW.
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Mitigate Risk.
Jumpstart Value Creation.
Strategex Customer Due Diligence works. On average, we add 300 BPS to op income in the first 100 days post-close. When we uncover issues, we save clients an average of $21M per deal.
We provide fast customer insights using in-depth interviews, web surveys, and 80/20 data analysis.
We validate your investment thesis. Every project allows us to:
- Assess the stability of top revenue generators
- Identify at-risk accounts
- Design customer retention strategies
- Validate the target's growth outlook
- Uncover opportunities to increase wallet share
- Develop 100-day action plan
The Fine Print
Get out your loupe, the fine print is here.
To be eligible for referral rewards, participants must send an email introduction to a Private Equity/M&A contact that cc's the contact and a member of the Strategex team.
Participants will receive the gift card of their choice via email. The project discount will be applied to the participant's next project, and cannot be combined with other discounts. Limit one project discount per project.
Participants may include current customers, past customers, and Strategex employees.es.A
Not valid for referrals sent before October 23rd, 2023.
Limit 5 referral rewards per year.
If a participant refers Strategex to someone with whom Strategex already has a relationship, the reward amount may be less than advertised.
Strategex reserves the right to terminate the program at any time.
Strategex is not responsible for any referrals that are made in violation of the terms of the program.
Subject to restrictions, and federal and state tax laws.
Void where prohibited.