Transaction Advisory Overview Page Header Video
Services

Transaction advisory

We provide best-in-class transaction advisory and investment research through our digital DNA and extensive experience from multiple international DD projects, advising leading private equity firms and family offices across all industries in making the right investment decisions

Trusted by
aurelius_logo - Version=Negative
Apax_logo 2 - state=Negative
advent_international_logo  - Version=Negative
baincapital_logo - Version=Negative
BPEA_svg 1 - state=Negative
brockhaus_technologies_logo - Version=Negative
cinven_logo - Version=Negative.svg
cvc_logo - Version=Negative.svg
castik_capital_logo - Version=Negative.svg
EQT_logo - Version=Negative.svg
HG_logo - Version=Negative.svg
Haniel_Logo - Version=Negative.svg
KKR_logo - Version=Negative.svg
rigeto_logo 1 - state=Negative.svg
Rivean-capital_logo 1 - state=Negative.svg
silverlake_logo - state=Negative.svg
Triton_Logo - Version=Negative.svg
Verdane_Logo - Version=Negative.svg
Futuristic office with Japanese mature businesswoman.
Transaction advisory

Transaction advisory powered by digital, data & AI insights

As a trusted advisor in commercial, digital, technical and AI  due diligence, we identify, analyze, and evaluate targets, their digital readiness across the value chain, market, customer, and competitive dynamics as well as their (digital) growth potential. Since 2011, we realized 500+ M&A deals with >€20B deal value and 3,000+ international value creation projects in various industries for leading private equity firms, we were able to build a database of 110m+ data points that we use to identify transformative growth opportunities, disruption risks and to develop data-based full potential programs.

Our transaction advisory services

With 300+ digital experts in-house, we orchestrate digital growth journeys and sucessful digital equity stories

01

Commercial Due Diligence

We provide best-in-class Commercial Due Diligence based on 3,000+ international projects and €20+ billion in deal value across various industries.
We assess market dynamics, competition, growth potential, and value creation opportunities as trusted advisors for leading global private equity firms and family offices.

02

Digital Due Diligence

Digital Due Diligence evaluates a company's digital operations, competitive standing, sustainability, potential risks, and growth prospects across digital channels. Today, LLM visibility matters as much as traditional SEO. We analyze digital presence, marketing efficiency, customer acquisition strategies, and tech capabilities to uncover hidden value drivers.

03

Tech due diligence

Tech Due Diligence comprises comprehensive audit and analysis of a company's technological platform and data strategy for potential transactions.
We evaluate software architecture, development processes, security measures, team capabilities, and technical financials to assess scalability risks.

04

AI Due Diligence

Our AI Due Diligence provides a comprehensive overview of target company's technology infrastructure and AI capabilities. We specialize in leveraging technology and AI power to drive successful transaction advisory outcomes for both buyers and vendors.

05

Cybersecurity Due Diligence

We conduct comprehensive cybersecurity assessments to identify vulnerabilities, compliance gaps, and security risks impacting transaction value.
Our evaluation covers security infrastructure, incident response capabilities, data protection measures, and regulatory compliance requirements.

06

ESG Due Diligence

We assess environmental, social, and governance factors that increasingly impact investment decisions and long-term value creation potential.
Our ESG evaluation covers sustainability practices, stakeholder management, regulatory compliance, and reputation risks for responsible investing.

07

Exit readiness

Assessing commercial, digital and tech readiness and implementing key value creation initiatives prior to sales process initiation leads to a more compelling equity story and enterprise value maximization for successful exits.

08

Buy & Build strategy

We support investors in developing and executing Buy & Build strategies, identifying add-on acquisition targets and integration opportunities.
Our approach evaluates market consolidation potential, synergy identification, and platform enhancement strategies to accelerate portfolio growth.

09

Strategy & portfolio value creation

We develop comprehensive growth portfolio strategies and value creation roadmaps that align commercial, digital, tech, AI and operational initiatives for maximum impact throughout the holding period. Combining strategy and implementation, our advisory integrates market analysis, competitive positioning, and capability assessment to identify and execute highest-value growth opportunities.

The transaction advisory team

Cross-functional transaction advisory backed by 300+ in-house digital experts

Our cross-functional team's expertise in digital strategy, digital products and platforms, digital operations, and technology allow us to navigate the complexity of M&A transactions. Our value creation mindset and entrepreneurial approach differentiate us from the competition. With 300+ digital experts in-house, we orchestrate digital growth journeys after successful acquisitions with the management and jointly build the digital equity story with our clients.

Our impact

Our transaction advisory services in numbers:

500+ M&A deals
€20B+ deal value
3,000+ international value creation projects
200+ PEs
Case study

Unlocking growth and value through digital transaction advisory

Distrelec is a leading online product and service provider to maintenance professionals. Founded over 45 years ago in Switzerland, Distrelec focuses on technical components, automation and measurement technology. They are represented by subsidiaries in more than 15 countries and supply our customers throughout Europe quickly and reliably.

OMMAX assessed Distrelec's digital and commercial readiness and implementing key (digital) value creation initiatives prior to the initiation of the sales process leads to a more compelling equity story and enterprise value maximization.

AURELIUS was very content with the prolonged and comprehensive support that OMMAX delivered around the sale of Distrelec. The work of the digital exit readiness provided excellent preparation, which culminated in a compelling equity story in the Vendor Due Diligence report.

Stephan Rahmede VP, Aurelius Group
Why OMMAX

Your transaction advisory partner

Unmatched digital, tech & AI Due Diligence experience

OMMAX is the number one provider of digital, tech & AI due diligence, having performed 500+ M&A projects across various sectors and geographies. Our specialized methodology has been refined through years of transaction advisory, giving us unparalleled insight into digital, tech & AIvalue drivers across industries. 

Proven deal value creation
 

We've delivered >€20B in deal value by developing comprehensive digital, tech & AI due diligence growth strategies. Our expertise helps investors identify digital, tech & AI assets that are undervalued, overvalued, or have untapped potential, ensuring you make informed investment decisions with confidence. 

Industry-specific digital expertise

Consumer & retail, business services, software, healthcare, education and travel are our top industries for digital, tech & AI Due Diligence. Our industry specialists understand sector-specific benchmarks and competitive dynamics that generalists miss. 

Data-driven methodology

Our digital-, data- and AI-based assessment framework combines qualitative expertise with quantitative analysis, giving you objective measurements of digital, tech and AIperformance and potential. This approach eliminates subjective biases and provides clear, actionable insights into investment decisions.

Implementation-ready recommendations

We deliver practical, prioritized recommendations that transition seamlessly from due diligence to value creation. Our experts identify quick wins alongside strategic initiatives, providing a roadmap for digital, tech, data & AI transformation that can be executed immediately post-acquisition.

Frequently asked questions

Everything you need to know about transaction advisory

OMMAX offers comprehensive transaction advisory services including commercial, digital, data, tech, and AI due diligence, cybersecurity assessments, digital exit readiness, buy-side and vendor due diligence, portfolio value creation, strategy development, buy-and-build strategies, and ESG due diligence for complete transaction support.

Our unique approach combines traditional transaction advisory with deep commercial, digital, tech & AI expertise and data analytics capabilities. We provide holistic assessments that include digital maturity, technology evaluation, and data monetization potential — insights that traditional advisors often miss but are critical in today's digital economy. Unlike pure advisory firms, we stay close to implementation, ensuring our analyses and recommendations are immediately actionable for value creation.

We serve leading private equity firms from small to large-cap, family offices, strategic acquirers, and portfolio companies across various industries. Our clients span the full spectrum of transaction sizes, with particular expertise in consumer & retail, business services, software, healthcare, education and travel industries.

Project timelines vary by scope and complexity. Due diligence projects typically take 4-6 weeks, while exit readiness can take several months. We work within your transaction timeline and can expedite critical assessments when needed while maintaining thoroughness and quality.

Our team combines traditional M&A expertise with 500+ digital professionals, providing unmatched depth in both transaction advisory and digital implementation. With 3,000+ projects and €20B+ in deal value, we translate complex technical and digital insights into clear investment implications and actionable strategies.

Get in touch

Interested in learning more about our transaction advisory services? Talk to our experts!

Toni Stork

Founding Partner & CEO

Dr. Stefan Sambol

Founding Partner

Isabella Calderon Hoyos

Partner Transaction Advisory & Strategy

Max Kneissl

Partner Transaction Advisory & Strategy