Proactive Investment Strategy
We identify and evaluate attractive industry niches based on our client’s investment criteria to enable proactive deal sourcing. We leverage our extensive industry and operations knowledge, proprietary research databases, and focused primary and secondary industry research to provide unique insights into market dynamics, competitive landscape, and potential acquisition opportunities.
Establishing A Robust Market And Competitive Fact Base For Evaluating Targets
Conducted a 4-week proactive investment strategy effort to provide a large PE client with a dependable fact base for assessing potential acquisition targets in the highly localized and fragmented engineering services market. To this end, Gotham: built a granular market sizing model and a dashboard tool to allow the investment team to visualize served addressable market size and growth rates based on a target’s end-market and geographic presence; established competitive intensity by market segment; shortlisted the 3 most promising targets from a list of 12 engineering services firms tracked by the client; and conducted ~80 interviews with engineering services buyers in geographies served by the shortlisted targets to understand the firms’ positioning. Gotham provided our client a robust fact base and tool for evaluating targets and provided the deal team a jump start in its investment process.
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Identifying Promising Niche Industries to Create an Investment Framework for Inclusion in the PPM for New Private Equity Fund
Worked with this mid-market PE firm to translate the broad investment criteria for the new fund into specific quantitative and qualitative criteria targeting promising industries. Conducted analytical research to identify 7 focus industries, and assessed trends/dynamics and developed benchmarks for each of the industries to be used in deal evaluation. PE firm successfully raised the new fund and closed 3 deals within 2 years in the targeted industry niches.
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Systematically Sifting Through Currently PE-Held U.S. Companies For Potential Targets
Conducted rigorous data-driven analysis of current PE portfolio companies to identify potential investment targets for PE client. Developed comprehensive investment screening approach to narrow field of 8,500+ PE-owned companies down to 33 potentially attractive investment opportunities that met client’s investment criteria. Client initiated further review on a number of Gotham’s identified targets.
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Identifying Target Specialized Manufacturing Industries For Investment
Supported fund raising effort of a middle-market PE firm by validating the firm’s ingoing hypothesis that the investment boom in emerging economies would drive growth for specialized manufactured products, with the next 24 months presenting a significant opportunity to invest in its 4-5 related platform companies. Gotham: reviewed preferred profile of target acquisitions with the investment committee; established investment trends in 25 key sectors; identified and short-listed industries benefitting from these investments; and identified key products and companies within short-listed industries. Our client successfully closed its new fund within a few months, exceeding its original target.
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Analyzing Market Niches for Potential Add-On Acquisitions for Leading Steel Container Manufacturer
Analyzed three complementary market niches for investment potential. Researched the current market for the product, projected growth, and profiled the key acquisition targets in each niche. Highlighted the key market drivers; technology trends; and relative advantages and customer base. Provided key information for the company's acquisition strategy and identified the strongest acquisition target.
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Investigating the Investment Potential of 18 Industry Niches for Middle-market Private Equity Firm
Researched 18 niche industries for potential match with PE Firm's investment criteria. Studied market, product, and player considerations, including drivers and threats to growth, barriers to entry, cost and performance benefits, and profitability and ownership structures.
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