Commercial truth for capital decisions.

VAERG delivers independent, IC-grade analysis of pricing, margins, and value risk. The work is designed for transactions and board-level decisions where assumptions carry material downside.

VAERG is used by private equity funds, serial acquirers, corporate M&A teams, and investment companies to test commercial cases before capital is committed.

What VAERG does.

VAERG provides IC-grade commercial classification and economic validation. We assess structural robustness, identify breakpoints, and validate economic reality at transaction level.

Structured. Disciplined. Decision-focused.

1. VAERG Commercial Classification. (24 hours turnaround)

Structured assessment of pricing logic, margin structure and revenue durability based on seller-provided materials (IM, teaser, pitch deck).

Output: a focused classification report and calibrated commercial grade (A–E), identifying structural fragility and economic breakpoints.

Used for commercial decision support ahead of LOI and bid structuring.

2. VAERG Commercial Classification Extended. (3–5 days)

Applies the same framework with greater evidentiary depth, incorporating management materials and structured financial data.

Output: expanded classification report and calibrated commercial grade, with deeper structural mapping of pricing architecture and revenue mechanics.

Used for commercial decision support ahead of LOI and bid structuring.

3. VAERG Commercial Value Audit. (5–10 days)

Transaction-level economic validation based on invoice data, pricing history, customer and product masters.

Output: quantified economic map of value pools, pricing dispersion, elasticity exposure and structural risk.

Used for confirmation ahead of signing or pre-exit preparation.

Harmonisation as a value driver.

Harmonisation is treated as a commercial truth test, not a blanket initiative. The purpose is not to make all customers equal, but to make differences explicit, justified, and governable. Where structures are incoherent, margin becomes fragile and value creation becomes aspirational.

Commercial truth at transaction level.

VAERG analyses transaction-level behaviour to reveal how margin is created and where it quietly leaks. For investors, this makes pricing quality and downside risk visible before the deal is locked. For operators, it clarifies where value is structurally addressable and where it is blocked by contracts, behaviour, or execution reality.

One doctrine. Three analyses.

VAERG is delivered through three structured outputs. Commercial Screening is used to test whether a case warrants deeper commitment. Commercial Due Diligence is used before LOI when data is limited and narrative is strong. Commercial Value Audit is used once evidence becomes available and the economic truth must be confirmed. The same doctrine applies in every case. Defensible base case. Conditional upside. Clear breakpoints.

Why it matters.

Capital decisions rarely fail due to lack of data. They fail because weak assumptions are allowed to pass as truth. VAERG exists to prevent that. When pricing quality, margin structure, and revenue durability are understood early, valuation discipline improves and bad cases die faster.

From truth to action, selectively.

VAERG is not an implementation firm. In selected operating company engagements, execution support can be provided as a separate mandate when boards or owners require measured value capture. The analysis always remains the same. Independent. Evidentiary. Non-excusable.

Start with clarity.

Commercial clarity changes the quality of decisions. VAERG provides that clarity in time to matter.
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