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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Customer & Market Due Diligence Of Neuroscience Research Lab Instrument Manufacturer: Establishing Growth Outlook And Competitive Positioning
Conducted customer & market due diligence to establish target’s growth outlook and line expansion/acquisition opportunities. To this end, Gotham: established neuroscience research growth outlook; conducted interviews with academic and non-profit research laboratories; built robust view of products and competition via a bottom-up effort; built a market sizing model based on ~100K NIH grants; and developed a software monetization strategy. Gotham’s robust and fact-based assessment provided our client confidence in moving forward with the acquisition.
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Establishing Growth Outlook And Competitive Positioning
Conducted a 3-week customer & market due diligence to: establish market size/growth outlook; understand insourcing risks and substitution threats; and establish the target's reputation/competitive positioning. To this end, Gotham: conducted 26 interviews with clinical trial sponsors (pharmaceutical and biotech companies), CRO, CMO, and CPO companies; assessed substitution threats; identified and profiled key clinical trial packaging competitors; established clinical trial growth outlook in light of COVID-19; and built a bottom-up market sizing model based on individual clinical trial level details. Our client was able to move forward on its bid with confidence and successfully closed the transaction.
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Deciphering COVID-driven Customer Growth Outlook
Conducted a 3-week customer & market due diligence to establish: the growth outlook for the target’s key customers benefitting from COVID-driven demand; pressure sensitive label market dynamics; and the target’s competitive positioning. To this end, Gotham: built market sizing models forecasting COVID impact; conducted 27 interviews with target’s customers and competitors; developed growth outlooks for target’s key customers; and established pressure sensitive label market dynamics, key trends; and competitive landscape. Our client was able to move forward on its bid with confidence and successfully closed the transaction.
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