About Aqualis Advisors, LLC

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Since inception of operations in March 2006:

• We have completed
  • ~300+ reference-able engagements
  • ~75+ Private Equity Clients 
• ~70% of our assignments being recurring Private Equity Client engagements.
• ~25+% of our completed engagements were Post-Covid utilizing “Virtual” Facility/Operations Reviews in lieu of Pre-Covid physical Site Visits.
• ~10% of our completed engagements have been Pre-LOI/Exclusivity assessments.
• Aggregated Targets’ Annual Revenues exceeding ~$17.1+B.

On each of our completed engagements:

• Our leadership exclusively performs all of our engagements, including personally conducting all activities/analyses, bringing more than 35+ years of Senior Partner-level Consulting/M&A experience to each transaction.
• We provide a unique level of experience and perspective that is generally not able to be replicated by other information technology due diligence providers utilizing leveraged resources that do not arrange the engagement, have not actually performed 300+ IT-ODD engagements or manage the firm providing services.
• Accordingly - we are able to complete all of our Target interactions with minimal time commitments/disruptions from Target personnel by leveraging our extensive experience - with many Target interactions being with individuals who are not aware of the transaction.

Aqualis Advisors provides unbiased, independent strategically-focused pre-close IT-ODD advisory services as well as similarly structured post-close IT Capabilities Assessment advisory services.

• Operating Objective– Our objective is to develop recurring relationships with our Private Equity Clients, providing our services repeatedly on subsequent transactions.
  • Subsequent to all engagements, we are available to provide remote follow-up assistance to facilitate an appropriate understanding of our suggested recommendations and findings at the request of our Private Equity Clients.
  • As a truly unbiased and independent IT-ODD provider, we do not actively seek the development of any follow-on services revenue from any Target that we review relative to any provision of our services.
  • Unlike other IT due diligence providers, we believe that seeking diligence follow-on work post-close results in a conflict of interest and perhaps bias regarding the results and quality of the engagement. 
  • To-date, our suggested recommendations have always been internally actionable by the Target without the need for continuing, external involvement.

• Proven Services Delivery Model – Since executing our first strategically-focused IT-ODD engagement in 2006, our focus has been to leverage the 35+ years of our extensive M&A, management consulting, business ownership, executive management and information technology experience to provide relevant IT-ODD findings and commentary on each middle-market transaction utilizing our proven services delivery model:
  • Our services are always rendered on a fixed-fee basis.
  • Our written report of findings and recommendations is typically delivered within 7-10 days of initial contact with the designated Target point-of-contact.
  • Our unique strategically focused IT-ODD services approach allows our Private Equity Clients to easily incorporate our IT-ODD efforts within their aggregate due diligence program without increasing services provider coordination complexities .

• Leverageable Experience– As a seasoned M&A professional with executive management experience, we understand the sensitivities and confidentiality concerns associated with transactions and we are able to leverage our extensive knowledge of technology deployments to minimize interaction with, and intrusion upon, Target personnel relevant for our analysis - with many Target interactions being with individuals who are not aware of the transaction.