CDD Expert Calls: Strategy Consultancy

The deal clock was fixed and the CDD needed primary evidence the team could not gather alone in time. The consultancy needed a partner to source niche operators quickly and run compliant calls. The primary-research layer had to be defensible to the PE client's IC, not a gap in the report.

• +Aligned sourcing to the CDD's key questions rather than running generic interviews
• +Sourced twelve experts across the target's customers, competitors and channel inside the deadline
• +Ran calls to the consultancy's question set, delivering notes their team folded into the report
• +Screened every call for MNPI so the output stood up to client-side compliance review

• +Twelve anonymised call notes structured to the CDD's evidence framework
• +Primary-research inputs the consultancy delivered under its own brand to the client
• +A compliance trail the PE client's IC could rely on

• +The consultancy hit the deal timeline with a defensible primary-research section
• +The PE client's IC accepted the primary evidence without follow-up gaps
• +The consultancy made FieldSignal its standing sourcing partner for CDD mandates

This is a representative, anonymised composite of a typical management consulting engagement. Client identity is removed and the figures illustrate the format and scale of the work. They are not a record of a single named mandate. Every expert call is scoped to general market knowledge, screened for material non-public information before findings reach a deal team, and documented for audit. See our compliance framework for full detail.