Specialist Consulting Firms Increasing Market Share In Megafund PE Due Diligence

As Companies Scale, Megafunds Become Increasingly Interested in the Assets

In today’s fast-evolving investment landscape, megafund investors and enterprises are increasingly seeking the expertise of specialist consultancies for critical due diligence and strategic initiatives.

This trend reflects a deeper understanding of disruptive innovation—an economic theory that explains how new entrants can transform markets by focusing on underserved segments. Specialist firms like Ducker Carlisle exemplify this shift, providing customized services that cater specifically to lower mid-market and mid-market funds.

By leveraging their industry expertise and building long-term relationships, these consultancies are not only enhancing their value propositions but are also redefining the standards of engagement in an increasingly competitive consulting environment.

About the Author

Jared Tate, Managing Director

Jared Tate is a Managing Director at Ducker Carlisle where he operates as the Head of the West Coast and specializes in Private Equity and M&A advisory engagements. Jared holds a bachelor’s degree in business management from Brigham Young University. He has nearly a decade of experience leading commercial due diligence and growth strategy engagements across industries and client types. Clients value Jared’s ability to ramp up quickly on niche topics, identify critical investment themes, and drive immediate results