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Capability

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.

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Building Products Manufacturer and Distributor
MSA-Level Growth Strategy Highlighting Location Expansion Opportunities at Leading Building Products Distributor:

Built model to establish potential number of locations based on addressable market, growth potential, and competition in each of 361 U.S. MSAs. Identified and prioritized 200 additional retail locations for expansion.

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Truck Parts Distributor
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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Juice Manufacturer/ Co-packer
Network-wide Operating System to Turn Around Performance at Foodservice/Co-pack Juice Company

Turned around plant performance by implementing basic plant operating system (downtime, waste, and scheduling). $600K in run rate cost savings captured by the end of the 6-week engagement, with tools and processes in place to capture the rest. Building on the initial success, rolled out the network-wide standard operating procedures to the other 2 plants during an 8-week Phase II effort with additional savings of $2-2.5MM expected. Company generating record EBITDA (60+% improvement in EBITDA) and the PE firm decided to market the company for an exit.

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Specialty Online Retailer
Estimating Market Size and Growth Outlook of a Niche Sporting Goods Market for Entrepreneurial Specialty Online Retailer

Conduct a 2-week market study to establish product and user profiles, market drivers and trends, competitive landscape, and channel dynamics, as well as to build a market size model establishing historical and projected market growth rates. Gotham undertook a bottom-up approach to analyze this niche market with no available market data, including: extensive secondary research; ~50 interviews with retail stores and industry experts; consumer surveys; and creation of 3 market sizing models. By enabling the client’s offering materials to show attractive growth prospects, the company was sold to a private buyer at an attractive valuation.

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Fresh Salad Company
Helping National Fresh Foods Company Sell Itself

Led business development and evaluation efforts for entry into a new market, including market sizing, industry analysis, supply chain design, and financial modeling. Created operations strategy and execution plan based on exploiting existing market power, distribution capabilities, and proprietary technology. Seperately, led M&A synergy assessment involving several potential acquirers. Client company was sold within 6 months and the new business was launched.

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Mortgage Lender
Developing a Business Case to Sell Assetsin the Rapidly Changing Mortgage Servicing Business at Leading Mortgage Lender

Performed objective assessment of competitive strengths against industry trends and competitive offerings. Study conclusions led to sale of $80B mortgage servicing portfolio. Team received excellence award from CEO of company for contributions.

Related Capabilities

 

Pragmatic Growth Strategy

 

Sales & Marketing Effectiveness

 

Rapid Operations Improvements

 

Due Diligence

Industry Expertise

 
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Consumer
 
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Food & Beverage
 
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Healthcare
 
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Industrials
 
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Energy
 
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Services

Want to learn more about how Gotham can help you with value creation?