Assess whether a top customer is actually sticky (7945ac)

Situation

The desk packet is QoE add-backs the seller marked 'normalized' after a Phase II that found groundwater impact. Integration-risk PMO in a PE platform evaluating a founder-led SaaS add-on has to name Proceed or Reprice for this M&A Due Diligence People and Contracts file.

Decision

Integration-risk PMO in a PE platform evaluating a founder-led SaaS add-on must choose Proceed / Reprice / Walk / Hold using QoE add-backs the seller marked 'normalized' after a Phase II that found groundwater impact.

Hypotheses to test

• Authorize Proceed now; QoE add-backs the seller marked 'normalized' already has the discriminator after a Phase II that found groundwater impact.
• Keep Reprice in force until QoE add-backs the seller marked 'normalized' is completed after a Phase II that found groundwater impact for integration-risk PMO.
• Treat QoE add-backs the seller marked 'normalized' as Walk because both readings appear after a Phase II that found groundwater impact.
• Refuse a M&A Due Diligence close: integration-risk PMO does not have the page a top customer is actually sticky turns on in QoE add-backs the seller marked 'normalized'.

Analysis required

• Name the document integration-risk PMO still needs before signing.
• Test whether a Phase II that found groundwater impact is a diligence gap, a price chip, or a walk-away.
• Separate a one-off add-back from a recurring earnings issue in QoE add-backs the seller marked 'normalized'.
• For this M&A Due Diligence People and Contracts file, read QoE add-backs the seller marked 'normalized' against a Phase II that found groundwater impact and write the one fact that would move a top customer is actually sticky for integration-risk PMO.

Recommendation

Choose Proceed / Reprice / Walk / Hold on this M&A Due Diligence / People and Contracts packet (QoE add-backs the seller marked 'normalized' after a Phase II that found groundwater impact). The follow-on People and Contracts action is what integration-risk PMO does next: implement the option, assign an owner, and log the missing fact.

Command returns