- Threshold Question Testing
- Market Attractiveness & Opportunity Assessment
- Target Identification & Screening
- Investment Thesis Development
- Quantitative and Qualitative BTB & BTC Consumer Surveys
Private Equity and M&A
Areas of Expertise
Private Equity and M&A
Pre-LOI
- Threshold Question Testing
- Market Attractiveness & Opportunity Assessment
- Target Identification & Screening
- Investment Thesis Development
- Quantitative and Qualitative BTB & BTC Consumer Surveys
Commercial Due Diligence
- Market Sizing and Growth
- Headwinds and Tailwinds
- Voice of Customer
- Competitive Threat Assessment
- Customer Relationships
- Red Flag Testing
- Investment Thesis Validation
- Growth Strategy Framework
Value Creation
- Where to Play
- How to Win
- Structuring for Scalability
- Pricing Strategy
- Capability Building
- COGS and SG&A opportunities
- Whitespace and Growth Vectors
- Partner and M&A Opportunities
Sell-Side
- Market Definition
- Defendable Market Sizing and Growth Forecast
- Voice of Customer
- Valuation Narrative and Pitchbook Development
How We Help
Private Equity and
M&A Case Studies
Refining post-integration brand strategy for a financial information provider
Conducted an in-depth voice of market study with customers of 2 formerly independent financial information providers; uncovered unexpectedly strong feedback in favor of maintaining distinct brand identities to maximize success with the procurement process.
Sell-side support for a retail display manufacturer facing COVID-induced market shifts
Developed a sell-side narrative articulating the market position and post-COVID growth opportunities for a niche retail display manufacturer; interviewed top retail executives to understand post-COVID CapEx plans.
Identifying adjacency growth opportunities for a leading manufacturer of steel derivatives
Estimated the addressable and serviceable market for steel derivatives in the US, triggered by the implementation of the US Infrastructure plan; identified the spaces with highest right to win for the project sponsor.
Identifying opportunities for a contract manufacturer to differentiate with value-added services
Conducted market diligence on a contract manufacturer serving the home & personal goods industries; identified opportunities for formerly commoditized vendors to differentiate and grow share of manufacturing spend from DTC / “challenger brands” and innovative Fortune 500 companies looking for innovation partners.
Private Equity and M&A Insights
Private Equity and
M&A Leaders
Simone Luciani Vice President
Private Equity & M&A
Paul Mumma Partner
Private Equity & M&A
Get in Touch
Connect with our Private Equity and M&A Practice
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