Exit Preparation/ Positioning
We help maximize portfolio company exit valuations through considerable and detailed planning well in advance of targeted exit timeframes. Our work begins with a fresh view of the company’s growth prospects and operational realities; and includes a well thought-out, executable plan for future value creation - creating a strategic blueprint for the next owner. We then support the creation of selling documentation by providing a robust, compelling growth and operational story.
Crafting Analytically Robust Growth Story Showing Significant Whitespace Opportunity And Differentiated Competitive Positioning
Developed an analytically robust sell-side market study report on an outdoor living products company to demonstrate the company’s ability to expand the addressable market by introducing high-quality mid-tier RTA products and capture significant growth. To this end, Gotham: conducted a robust survey of over 10,000 consumers; established the company’s competitive positioning; developed bottom-up market sizing models to determine the size, historic and projected growth, and whitespace opportunities for the company’s product categories; established the company’s target demographic and evaluated how macro trends and consumer behavior shifts will impact the company; and conducted an online review analysis to gain insight on the company’s reputation. The clarity on the company’s strong value proposition and significant growth opportunities generated significant buyer interest.
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Developing Growth Strategy in the Outsourced Service Market for $1B Automotive Parts Distributor
Built solid fact base of market and competitive dynamics in the outsourced automotive service in order to pin down the growth opportunity in this segment. Analyzed key industry data, interviewed 100+ independent service centers, assessed competitive landscape, and modeled economics to establish market attractiveness and growth potential, including key demand drivers/trends, business synergies/risks, competitive positioning, and size/profitability of future network. Gotham’s exit preparation and positioning allowed the company and its investors to paint a clear picture of the source of the next leg of growth and sell the company at a rich valuation.
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Developing A Fact-based Growth Story
Conducted a market and competitive dynamics assessment to craft a fact-based growth story to inform management’s growth case and provide potential buyers with an understanding of client’s business and competitive positioning. Gotham: developed an in-depth industry primer; conducted customer interviews and surveys; built a competitive database profiling each player in the market; used industry data to detail historical and projected industry growth; built a bottom-up market size model; and established a detailed picture of client’s growth opportunities. Gotham’s assessment provided the client with extensive customer feedback and allowed management to develop a strong growth case and provide potential buyers with a fact-based market and growth opportunity understanding.
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Establishing Growth Opportunities And Differentiated Competitive Positioning
Conducted a fact-based positioning and growth opportunities assessment to build a compelling case for the company’s value proposition and growth trajectory. To this end, Gotham: conducted interviews with retailers; built a robust market sizing model; developed a comprehensive view of the competitive landscape and trends across company’s current and expansion markets; and quantified the opportunity for the company’s future expansion plans via a retailer-by-retailer opportunity model. This analytically robust growth story report was used by the company’s management team and investment bankers to attractively position the company to prospective buyers.
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Establishing Company’s 5-year Growth Stack
Conducted a market dynamics and whitespace opportunity assessment to craft a fact-based growth story to inform management’s growth case and provide potential buyers with an understanding of company’s business and potential future growth. Gotham: established key market trends in all retail and foodservice segments; built an in-depth retail market sizing model of company’s product categories; built a database of Hispanic and mainstream restaurant chains and built a bottom-up foodservice market sizing model; and developed the company’s whitespace opportunity model for retail and foodservice. Gotham’s assessment provided the client with quantified fact-based view of company’s growth opportunities leading to a highly contested auction.
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Establishing Geographic Expansion Opportunities And Identifying Acquisition Targets
Conducted a geographic expansion assessment to demonstrate to potential buyers the company’s opportunity to further expand into 4 new metropolitan areas. To this end, Gotham: segmented each market into geographic clusters based on local demographic and geographic data, built a comprehensive view of the local competitive landscape, and highlighted potential acquisition targets based on size and geographic attractiveness. This geographic expansion roadmap enabled our PE client to position the company to potential buyers as having a significant opportunity to replicate its growth in new metropolitan areas and eventually to exit at an attractive valuation.
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