Operational Excellence Due Diligence before Investment is a critical step for investors to evaluate a company’s operational efficiency, potential risks, and growth opportunities before committing capital. By thoroughly assessing a company’s processes, capacity utilization, equipment efficiency, supply chain efficiency, manpower productivity, and technological infrastructure, investors can uncover hidden inefficiencies or risks that might affect long-term profitability.
We began by applying our operational excellence expertise through gemba visit at shop floor to help investors gain a deep understanding of plant layout, health of the plant & machinery, current capacity and its utilisation, excess capacity or potential for capacity expansion. We evaluate key metrics such as OEE availability & productivity, cycle time, yield ratio, material losses, production process efficiencies, condition of key utilities, inventory planning and control and on time delivery rates.
This due diligence goes beyond shop floor observations and assessing operational sustainability; it also identifies potential cost-saving opportunities and areas for improvement, providing the investor with greater confidence in the company’s ability to deliver consistent returns.
Identify cost savings opportunities and its impact on profitability
Assess whether the target’s operations can scale effectively with growth or new markets
Capitalize growth opportunities, identify potential risks and enhance long term value of investment
Understand culture’s openness to change and identify risk areas related to talent gaps, morale, or change resistance.
Ready-to-implement 90-day Operational Excellence roadmap that boost cashflow and margins
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We use a differential lean kaizen approach to map and analyse organisation’s current operations in alignment with investor’s goals and objectives. The process begins with an assessment visit from operational excellence experts at the shop floor, focused on identifying cost saving opportunities and targeted improvements.
The focus of a Gemba visit is to observe the shop floor’s operational reality, identifying inefficiencies and improvement opportunities through live data capture. This includes analyzing material flow disruptions, equipment losses, productivity gaps, material wastage, quality issues, and safety, health, and environmental concerns.
We conduct structured interviews with key stakeholders to gain insights into current practices, challenges, and improvement opportunities. These conversations help validate on-ground observations and uncover root causes and builds alignment and buy-in for future change initiatives.
We use Lean tools at gemba to analyze key operational parameters like quality, productivity, equipment efficiency, inventory management, and safety. These are assessed against industry best practices and rated on our Maturity Matrix, classifying the organization as Beginner, Adopter, Innovator, or Champion.
We assist leaders in making informed decisions by providing a clear improvement roadmap and delivering rapid results through the implementation of operational excellence strategies and tools, focused on achieving targeted improvements and cost savings.

We help provide operational insights from the due diligence to adjust valuation, request concessions, and strengthen negotiation power

We help enhance operational efficiency, directly contributing to higher EBITDA, reflecting stronger financial performance and a more robust bottom line

By identifying inefficiencies and improvement opportunities, we not only help mitigate risks but also enhance the overall value of investment

We help you plan structured transition through operational excellence strategies reducing integration risks
Get the assessment of your organization’s current operational capabilities across various operational excellence dimensions to understand its level of operational maturity.
With experience across diverse industries and challenges, we deliver unparalleled insights and solutions especially designed as per the needs. For more details, contact us today!