Identifying Customer Spending Trends and Company Perception of Material Processing Equipment Manufacturer
In an auction situation, conducted customer and market due diligence to identify customer spending trends and perception of the target company for the buyer. Identified potential for a near-term decline in recent sales levels and uncovered customer concerns regarding the target company's customer service and product innovation, leading the buyer to back away from the aggressive pursuit of the company.
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Validating Market Potential of an Add-On Acquisition at Specialty Plastic Container Manufacturer
Conducted 146 customer interviews and market sizing analysis to support an add-on acquisition of residential plastic container manufacturer by a PE-owned $400MM commercial steel container company. Analysis validated market potential and customer perception of the target and since the deal closed, the target has been outperforming projections.
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Validating the Economic Prospects of a Geographic Area for Truck Parts Distributor
Conducted market research and economic assessment of the state of Michigan to validate the geographic market entry strategy of a leading distributor of trucking products evaluating a $30MM add-on acquisition. Effort included a robust profile of the state’s economy, including a 5-year industry-level projection/modeling of state GDP and employment, and a detailed analysis of the state’s business and regulatory environment. Client proceeded with acquisition based on projected near-term growth estimates.
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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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