Case study · Private equity · Health & wellness
Isagenix
An independent enterprise assessment connecting transaction diligence, execution risk, portfolio synergies, and post-acquisition value creation.
The situation
A consortium of private equity firms engaged BoCG to support commercial and operational diligence for a potential acquisition of Isagenix. The mandate was to assess enterprise quality, identify risks and opportunities, and provide an independent operating perspective alongside financial and legal diligence.
The operating work
BoCG evaluated commercial strategy, competitive positioning, customer dynamics, technology, revenue quality, cash flow, sales productivity, organizational capability, supply chain, product development, and regulatory considerations.
The assessment also identified operational efficiencies and potential synergies across portfolio companies, including technology, financial systems, supply-chain compatibility, and organizational integration.
The transaction outcome
The resulting value creation roadmap helped the consortium distinguish financial appearance from execution capability. The work supported diligence leading to an announced acquisition transaction valued at approximately $170 million.
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