Genesis & Prime Standards operates as a named, co-branded, or white-labeled forensic boutique for US transaction services teams, private-equity operating partners, independent sponsors, and commercial lenders — delivering vendor-spend and contract-leakage workstreams on data-room timelines, under MSA, with standards calibrated to professional-services panel requirements.
Transaction services teams at Big 4 advisors and middle-market investment banks routinely face a structural gap: a five-to-ten business-day vendor-spend or contract-compliance workstream is too small to staff with internal seniors, too forensic for offshore delivery centers, and too specialized to carry as full-time bench. The result is either an under-scoped diligence module or an over-leveraged junior team.
G&P Standards fills exactly that gap. Founder-direct delivery. AICPA SSFS No. 1–compliant workpapers. Conflict-clean as an independent boutique with no audit-independence exposure. Engagement-priced, MSA-ready, and operationally calibrated to be invisible inside your data-room workflow when invisibility is what the client requires.
Four distinct counterparties, each engaging us under a different commercial and contractual posture. We adapt to the deal team's standard operating model — not the other way around.
Lower-mid and middle-market sponsors deploying value-creation budgets on platform and bolt-on acquisitions. We deliver pre-LOI vendor-concentration scans, confirmatory diligence modules within deal timelines, and 100-day post-close vendor optimization — structured as direct engagements or sleeved through your portfolio operating budget.
Big 4 transaction services lines, middle-market investment banks, and boutique M&A advisors. We work as named or white-labeled subcontractor on the workstreams that fall between your internal scope and your offshore delivery layer — vendor concentration analysis, contract compliance review, AP/procurement forensic modules.
Single-deal sponsors, fundless sponsors, and family-office direct teams without an in-house operating partner bench. We deliver the operational diligence module on a per-deal basis, scaled to the transaction size, with the flexibility to participate in deal economics where the structure permits and the engagement separation is properly documented.
Acquisition lenders, asset-based lenders, and middle-market commercial banking credit teams evaluating borrower vendor-risk concentration and working-capital quality during underwriting or annual review. We deliver borrower-side forensic vendor reviews that surface concentration risk, contract-leakage exposure, and post-close working-capital cleanup opportunities — useful as a covenant-monitoring or refinancing-condition workstream.
G&P appears as a named specialist on the deliverable, under the prime advisor's brand. Workpaper authorship is disclosed. Used when the client wants visibility into who executed the forensic module and the prime advisor wants the credibility of an independent specialist.
Both firms appear on the deliverable. G&P contributes the forensic vendor and contract-leakage workstream; the prime advisor contributes the broader diligence framework. Commercial split negotiated per engagement. Most common with mid-market investment banks and boutique advisors.
G&P is invisible. Deliverables, workpapers, and client-facing communications carry only the prime advisor's brand. Internal staff are aware of the subcontract; the client is not. Reserved for engagements where the prime advisor has explicit reasons to present the work as fully in-house.
Each module is independently scoped, independently priced, and designed to slot into your existing diligence framework or post-close playbook without disturbing it. Engagement size and structure quoted per matter.
Forensic reconciliation of the target's top-200 vendors against contract terms, surfacing concentration risk, renewal-cap breaches, missed rebates, tier-discount erosion, and unrecorded credits. Delivered as a co-branded section inside the broader operational due diligence report. Typical turnaround: 5–10 business days.
Targeted forensic review of the target's commercial contract portfolio against billing history — identifying breaches of price-protection clauses, tier-step misapplication, MFN violations, and post-renewal price drift. Designed to feed the QofE adjustments file and quantify post-close synergy capture.
First-100-day execution of the vendor-side synergy capture plan. Recovery of identified leakage, renegotiation of in-scope contracts, vendor master cleanse, and AP-process hardening. Delivered as a fixed-fee work order or hourly under MSA against an operating-partner-approved scope.
Lender-introduced forensic review of a borrower's vendor concentration, contract-leakage exposure, and working-capital quality. Useful as an underwriting condition, a covenant-monitoring tool, or a pre-refinancing diagnostic. Engagement is borrower-paid; findings are shared with the lender under a tripartite engagement letter.
G&P maintains the documentation, insurance, and procedural posture required by Big 4 and middle-market advisor panel programs. Full panel-qualification packet available on request under MNDA.
A six-page document covering scope of services, sample anonymized deliverables, insurance certificates, workpaper standards, MSA template, panel-qualification questionnaire responses, and recent engagement references. Issued under MNDA, typically within one business day of request.