Full VDR-Readiness for a Leading Industrial Company
Case Study
Background
A global industrial company, jointly owned by two top-tier private equity firms, was preparing for a strategic exit. The company operated in a highly regulated, asset-intensive sector and had grown.
With multiple external advisors already involved, including BCG, KPMG, Deloitte, and Rothschild, the executive team identified the need for a focused hands-on execution partner to lead and deliver a complete Virtual Data Room (VDR) aligned with PE-grade expectations.
Axion’s Role
Axion was engaged to own the end-to-end preparation of the VDR, ensuring speed, structure, and value impact.
End-to-end VDR: Owned and delivered the entire VDR process, from planning to hands-on execution.
Company-wide data collection: Coordinated across all departments to collect, organize, and quality-check thousands of documents.
Red flag mitigation: Recreated or implemented key programs, policies, and documentation to address buyer concerns and increase enterprise value.
Stakeholder collaboration: Worked alongside Tier 1 advisors to align VDR and documentation quality with buyer expectations.
What we Delivered
Results
Professional, well-defended VDR enabled smooth buyer due diligence
Positive feedback from both internal teams, external advisors and shareholders
Helped reduce perceived risk and supported a stronger valuation narrative
Continued Trust
Although the initial sale process did not lead to a transaction, Axion’s work laid the foundation for future readiness. When the owners later initiated a second sale process, they reached out again to re-engage Axion - highlighting the trust, professionalism, and impact of our original work.