Customer & Market Due Diligence
We establish a clear picture of the target company’s market positioning and growth potential in even the most complex and data-poor niche markets. Our analytical rigor and broad industry expertise enable us to perform a quick but robust assessment of key market drivers and trends, and build a bottom-up market model to establish reliable market size/growth projections. Through our exhaustive research, including customer, supplier, competitor, and expert interviews, we establish competitive dynamics, technology/service advantages, customer buying criteria, and customers’ perception of the target. We then develop a top-level strategic plan – in essence a post-acquisition growth roadmap (add-ons and organic) for our clients.
Deciphering CTV And Programmatic Advertising Ecosystems And Growth Outlook
Conducted a 3-week customer & market due diligence to establish the growth outlook of CTV and programmatic display advertising and the target’s competitive positioning in the CTV advertising ecosystem. To this end, Gotham: conducted 35 interviews with and 280+ online surveys of publishers, advertisers, advertising agencies, and AdTech platforms; established CTV and programmatic display market dynamics and digital ad spend trends; and built a comprehensive database of AdTech platforms. Gotham provided our client a clear view on the inner workings of the CTV and programmatic display ad ecosystems and the target’s positioning within the CTV ecosystem. This clarity along with a fact-based outlook for digital marketing spend allowed our client to gain confidence in the target’s potential and move forward to close the deal.
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Understanding Risk Posed By National Haulers
Conducted a 3-week customer & market due diligence of a managed waste solutions provider to establish the target's positioning/risk vs. national waste haulers; its competitive differentiation; its margin stability and recession risk; and the overall managed waste solutions market size and growth expectations. To this end, Gotham: conducted 33 interviews with and 73 online surveys of customers; built a detailed end-market level sizing model; determined the managed waste solutions competitive landscape; analyzed distances between landfills and the target’s customers; built a recession impact model; and established customer and hauler pricing mechanisms. Gotham provided a detailed view on the competitive dynamics and risks posed by the national waste haulers and the advantages of managed waste solutions providers, helping build client confidence in pursuing the target aggressively.
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Establishing Supply/Demand Imbalance And Growth Outlook
Conducted a 3-week customer & market due diligence to: (1) establish the adolescent/young adult mental health treatment addressable market size; and (2) validate the target’s outpatient and short-term residential program growth opportunities. To this end, Gotham: conducted interviews with and surveys of psychiatrists, educational consultants, residential programs, payors, and insurance advocates; built a supply/demand model to quantify the gap between current and unconstrained demand for these services; established insurance dynamics pertaining to behavioral health coverage; and built a database of residential treatment programs. Armed with the clarity on supply/demand imbalances in outpatient and short-term residential care treatment provided by Gotham, our client gained confidence in the target’s aggressive growth plan and moved forward to successfully close the deal.
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Establishing Brand Metrics, Competitive Positioning, And Market Growth Outlook
Conducted a 3-week customer & market due diligence to establish the target's market size and growth outlook and competitive positioning. To this end, Gotham: conducted a deep-dive analysis of Nielsen IQ monthly retail sales data over 4 years for 32,000 SKUs and 2,200 brands; conducted over 20 anonymous interviews with key grocery chain category buyers; and profiled legacy and BFY competitors. Gotham’s SKU and brand metrics analysis and interviews provided our client with a robust understanding of the target’s competitive positioning and the growth outlook of BFY frozen prepared foods, allowing our client to make an informed bid.
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Establish Warehouse Labor Market and Growth Outlook
Conducted a 3-week customer & market due diligence to establish the outsourced warehouse labor market growth outlook and the target’s competitive positioning. To this end, Gotham: conducted 65 interviews with and 91 online surveys of customers and light industrial staffing decision makers; assessed the 3PL warehousing and transportation market; mapped and analyzed the target’s sales data to establish its core customer base; developed a light industrial market sizing model; and built a database and profile of industrial staffing agencies. Gotham’s in-depth analysis of the 3PL warehousing, Big & Bulky delivery, and light industrial staffing markets, as well as of our competitive analysis provided our client clarity on the target’s competitive positioning and growth outlook and, hence, confidence to proceed with the transaction.
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Establishing Demand Outlook In Light Of Automotive Powertrain Electrification
Conducted a 2-week customer & market due diligence to: understand the type and replacement frequency of filtration equipment; establish the impact of electrification on demand for filtration equipment; and pin down the competitive landscape. To this end, Gotham: conducted interviews with decision makers at the Big Three North American Auto Manufacturers, foreign transplants, competitors, and industry participants; determined plant-level electrification plans for major automotive OEMs; established filtration equipment needs by mapping filtration processes under different scenarios; and built a database of industrial filtration equipment vendors and equipment. Gotham’s assessment allowed our client to gain clarity on the impact of electrification on filtration equipment demand and confirmed the target’s leading competitive positioning, allowing our client to price the deal accordingly.
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