Testimonials
How Excellere Partners, a Private Equity Investment Firm, Utilizes Loyalty Research
When evaluating potential investments, Excellere places as much focus on validating a company’s customer value proposition as analyzing the financial performance of the business. With this in mind, Excellere believes that in addition to the annual financial audit, a similarly rigorous review or “audit” of a company’s customer relationships should be performed.
Excellere has partnered with the Loyalty Research Center (“LRC”), an Excellere Project Expert, to develop a process to incorporate a customer audit as part of the due diligence process as well as during the investment hold period to validate and measure the enhancements to the customer value proposition identified in the original investment thesis.
