New Due Diligence Offering

professional-advisory profile

February 15, 2026

by a professional-advisory from American University, Washington, D.C. in Lewiston, ME, USA

I spent the last month building a due diligence methodology that cross-references seller claims against public data — customer reviews, employee sentiment, competitor behavior, regulatory filings. This is the kind of research that catches the things CIMs don't tell you. I just published a full analysis of a PE-backed HVAC roll-up (8 acquisitions, 31 months, CEO replaced after 13 months) using only public sources. Found strategic tensions in their brand-preservation model and three signals that their "repeatable integration playbook" may be more narrative than reality. I'm offering free preliminary screens for active searchers — if you're evaluating a target and want someone to pressure-test the seller's story against what's actually out there, DM me. No charge for the first one. I'm building my portfolio and you get research you'd otherwise skip or overpay for.
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