Private Equity

Our Practice

Kline offers a comprehensive range of support services for private equity. We prepare bankable commercial reports for capital raising activities, undertake pipeline building and vetting projects, and deliver commercial and technical due diligence. In our core industry sectors of specialty chemicals, lubricants and petroleum specialties, and professional beauty, Kline is the preferred advisor and due diligence partner due to this foundational expertise and supporting databases. Much of our advisory support work entails pipeline building and candidate vetting projects. We can efficiently build and screen target lists – working from our competitive databases. For commercial due diligence, Kline provides the deep industry expertise necessary to deliver objective and fact-based assessments of business health and financial forecasts. Our process includes:

  • Investment thesis assessment: vet/ challenge the client’s approach and supporting rationale for value creation
  • Industry and competitive analysis: evaluate industry/ category growth dynamics, attractiveness, and competitive situation
  • Target company evaluation: understand and evaluate details regarding the organizations, sales performance, and customers
  • Business plan assessment: review the business plan to assess credibility and feasibility and develop revenue forecasts based on alternate growth scenarios
  • Strategic recommendation: provide overall recommendation and suggest other opportunities to add value and realize cost savings

Our Experience

Examples of our private equity consulting assignments are provided below organized by industry. Please contact us to learn more about our project work and capabilities.


  • Specialty chemicals and lubricant additives: due diligence on a leading independent manufacturer of specialty chemicals and lubricant additives
  • Personal care ingredients: commercial due diligence
  • Antimicrobial products: commercial due diligence
  • EPDM: commercial due diligence on leading supplier of EPDM elastomers
  • Catalysts: due diligence to support potential investment in two alternative companies
  • PVC compounding: commercial due diligence
  • Ingredients: commercial due diligence of a global ingredient producer
  • Flavors & fragrances: commercial due diligence of a flavor and fragrance chemicals producer for a European Private Equity firm
  • Antimicrobial ingredients: commercial due diligence of an international antimicrobial products business (mid-cap private equity)
  • Nutraceutical ingredients: commercial due diligence


  • Specialty petroleum products: commercial due diligence on target including base oils, other products
  • Base oils: assessment of used oil sourcing options for a target’s planned base oil re-refinery
  • Specialty products: developed an independent bankable commercial report enabling the client to raise sufficient capital for further growth investing
  • Lubricants: characterize acquisition targets in lubes value chain
  • Lubricant distributors: acquisition screening and target vetting


  • Salon hair care brands: commercial due diligence
  • Professional makeup business: commercial due diligence for private equity acquirer (including VOC research)
  • Professional skin care: commercial due diligence
  • Beauty devices: commercial due diligence
  • Salon hair care:  capital raising support services

Featured Insight

Beauty/Professional Beauty

The Rule Breakers in Beauty M&A

Hardeep Parmar

Hardeep Parmar

Vice President, M&A,
Corporate Development

Yann Pencolé

Vice President,
Consumer Products

Practice Leaders

Vice President, M&A/Corporate Development

Vice President and Practice Head, Chemicals

Vice President, Consumer Products

Vice President and Practice Head, Energy

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