Establishing Acquisition Opportunities and Operational Scale Advantage of Regional Home Care Services Provider
Gotham conducted a customer & market and operational due diligence of a regional home care services company primarily providing private pay senior care PCA services. Gotham’s multi-pronged market and competitive dynamics effort included ~30 interviews with hospital medical discharge supervisors, creation of a location-specific PCA services provider database, and research to establish market size, key trends, and growth outlook. Gotham also conducted an in-depth assessment of the target’s caregiver recruitment and retention, scheduling and logistics, and customer acquisition and retention processes, tools, and metrics, as well a robust analysis of transaction-level billing and payroll data. Our client was excited by the value creation opportunities available through add-on acquisitions and operational scale advantage in a highly fragmented market and decided to pursue the target aggressively.
Show Details
Establishing Program-Level Competitive Positioning and Operating Performance of Leading Private Pay Residential Mental Health Services Provider
Gotham conducted a customer & market and operational due diligence of a leading multi-program player in the private pay residential mental health services market, serving adolescents and young adults with a broad array of behavioral disorders. In line with the bid timelines, Gotham structured a 2-phased effort, with Phase I effort focused on understanding the overall market and referral dynamics, the target’s overall competitive positioning, and the growth opportunity and Phase II on program-level operational performance, reputation/competitive positioning, and recessionary risk. Gotham: conducted 43 interviews with referral sources, competitors and industry experts; built a bottom-up market sizing model; developed a comprehensive competitor database; and built robust operational performance fact packs for each of the target’s programs. Gotham’s fact-based assessment gave our client the conviction to win the auction with an aggressive bid.
Show Details
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.
Show Details
Assessing Consumer Willingness to Buy and Lender Willingness to Finance a Lower-priced Product for Leading Mobility Products Distributor
Assessed consumer willingness to buy a lower-priced product and lender willingness to finance the product. Through a consumer panel survey of high-wheelchair-usage consumers (either users or caregivers), and a survey of target’s customer and prospect database, Gotham established that WAV is a need-based product that offers significant quality of life improvement -- a new lower-priced product would open up another ~20% of market. Through our ability to get to the right auto lending decision makers, we were quickly able to establish what the target should expect in terms of financing and which lenders to target. Our client was excited about the opportunity, presented our findings to the target’s management, and pursued a more aggressive bid.
Show Details
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.
Show Details
Validating Domestic and International Growth Prospects and Assessing Single Supplier Risks for Medical Packaging Manufacturer
Conducted 2-week market due diligence to validate target’s domestic and international growth opportunities, assess risks associated with its reliance on single source supplier, and identify potential acquisition opportunities. Interviewed packaging industry experts and medical device customers; researched DuPont’s Tyvek manufacturing processes/capacity, competing packaging material technologies, and domestic/international medical device industry demand drivers/trends; and leveraged government and industry data to develop a robust fact base, including “bottom-up” medical packaging size/growth model, International market profiles, and potential adjacent-market acquisition targets. Gotham’s findings enabled our clients to confidently move forward with their Round 2 bid.
Show Details
