Understanding Market Dynamics/Size of Leading HSE Services Company
Conducted customer interviews and market research to validate company’s business model of providing outsourced services to the energy industry. Effort included interviewing (unsolicited) 84 current and potential customers, researching 5 product families and 7 industry sectors to establish service requirements, and building bottom-up market sizing model for this early stage outsourcing market. PE client ($9+B under management) purchased the company and able to increase the top-line by 50% within the first year.
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Assessing Growth Potential In Highly Fragmented, Referral-driven Market for Outpatient Physical Therapy Provider
Conducted Customer and Market Due Diligence to develop clarity on the target’s competitive positioning, reputation among its referral base, and future growth opportunities. Interviewed 170 medical professionals, leveraged Gotham’s network of healthcare experts, analyzed government data on procedures/injuries, and built a bottom-up market size/growth model for the physical therapy market in target’s current metropolitan area, as well as in other metropolitan areas with similar socioeconomic characteristics. Armed with Gotham’s findings, PE client was able to confidently move forward with the transaction.
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Clarifying Investment Potential in Highly Complex Niche Market for Specialty Engineering Consulting Firm
Conducted Customer & Market Due Diligence for Midwestern PE client to sort through target’s complex market dynamics, validate its competitive positioning, establish the criteria driving customer buying behavior, and provide clarity on growth opportunities moving forward. Profiled over 180 competitors, interviewed 60+ customers, and conducted extensive secondary research on market dynamics to provide PE client with a clear picture of in-going growth opportunities. Client proceeded with the acquisition based on Gotham’s findings.
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Assessing Customer Risk, Margin Sustainability, and Growth Opportunities of Electric Utility Services Company
Conducted 4-week phased customer & market due diligence to evaluate revenue and margin sustainability risk vis-à-vis the target’s core business and assess geographic expansion opportunities required to create a super-regional player. Developed bottom-up CapEx and Operations & Maintenance spend model of 25 key utilities, including 10-year projections; interviewed 30+ key stakeholders at the target’s top customers and potential customers; conducted detailed analysis of the target’s jobs database and forecast; and conducted extensive primary and secondary research. Based on Gotham’s findings, our PE client significantly revised down their bid and was able to secure the target at a more favorable valuation, with a top-level expansion strategy in-hand.
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Establishing Market Size and Growth Opportunities in OCTG Market for Upstream Oil & Gas Protective Solutions Provider
Conducted 4-week customer & market due diligence to: (1) establish outlook for North America oil & gas drilling; (2) estimate market size and growth for new and reconditioned protective products; and (3) evaluate target’s competitive positioning. For this effort, Gotham interviewed 150+ customers and competitors, leveraged our proprietary industry knowledge base, performed extensive primary and secondary research to pin down oil & gas drilling dynamics, and developed a detailed bottom-up model for market sizing and growth. As a result of Gotham’s findings, our client confidently pursued and closed the transaction.
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Establishing Buying Behavior and Identifying Growth Opportunities of Consumer Life Events Services Company
Conducted 3-week customer & market due diligence to: determine consumer buying behavior in target’s core operating segments; validate target’s competitive positioning in mall-based segment; and identify/assess potential end-market expansion opportunities. To analyze each of target’s 3 core segments, we: 1) surveyed a panel of 1,500 consumers; 2) conducted 30+ anonymous interviews with key decision-makers at top customers and potential customers; and 3) performed extensive primary and secondary research. Based on our findings, our PE client was able to prepare an appropriately valued bid.
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