How we help?
Navex Capital delivers tailored strategic advisory and investment consulting services that enable financial sponsors and business owners to execute with clarity and confidence across the full investment lifecycle.
Strategic Advisory for Private Equity Firms
We provide end-to-end transaction support, from proprietary deal sourcing and target screening to market and competitive positioning assessments. Our team conducts rigorous operational and commercial due diligence, offers both pre-LOI and post-LOI advisory guidance, and helps refine strategy post-deal to ensure lasting value creation.
Investment Readiness for Business Owners
We support companies in preparing for capital events with commercial, operational, and financial readiness diagnostics. Our services include positioning guidance to attract institutional capital, aligning management with investor expectations, and mapping value-creation opportunities ahead of a sale or recapitalization.
Commercial & Operational Due Diligence
Our work also includes in-depth analysis of growth and cost drivers, risks, and sources of competitive advantage. We conduct margin and pricing audits, benchmark key performance indicators, and evaluate management teams with a focus on leadership strength, execution capacity, and succession planning.
Value Creation & Growth Planning
We help organizations design and execute both organic and inorganic growth roadmaps, supported by operating model design and tactical margin improvement. Our approach includes cost optimization and productivity initiatives, as well as strategic M&A support for bolt-ons and integrations to accelerate scale and efficiency.
Board Representation & Interim Leadership
We also take on leadership and governance roles, serving as independent board members or advisors and providing interim CXO support during transitions. By bridging founders, management teams, and investors, we help ensure alignment and provide oversight of post-deal milestones and integrations.

Navigating complexity, creating value.
Our delivery approach
1
Pragmatic On‑the‑Ground Leadership
E.g., interim CXO role delivering 10% EBITDA uplift in 6 months.
2
Board Level Collaboration
Independent director roles helping to align investors and operators.
3
Strategic Due Diligence
Operational audits and pressure testing of assumptions beyond reported high-level metrics.
4
Post‑Deal Value Tracking
KPI dashboards hitting targets within 90-120 days.
