Branch-based Services
Customer & Market Due Diligence of Commercial Ambulance Service Provider: Establishing Local Market Competitive and Labor Dynamics
Conducted 4-week customer & market due diligence to establish local market and competitive dynamics in each of the target’s 23 local markets, including: a detailed picture of the competitive landscape; age demographics, insurance coverage, and EMT employment and wage trends; a fact-based assessment of hospitals’ and 911 systems’ use of commercial ambulance service providers. Gotham conducted interviews with hospital and 911 systems, an online survey of hospital decision makers, and an online survey of EMTs/paramedics, as well as established growth opportunities from both market share gains and acquisitions. Armed with a solid fact base, our client moved forward with confidence to close the transaction.
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Customer & Market And Operational Due Diligence Of Leading Propane Distributor: Determining Branch-level Margin Expansion Opportunities And Market Position
Conducted 2-week customer & market and operational due diligence to: validate capture of pricing and operating efficiencies at acquired companies; establish local market dynamics and target’s competitive positioning; and assess regulatory and substitution threat. Gotham: surveyed ~750 propane consumers in target’s service areas; identified/profiled key competitors and conducted 32 competitor interviews in target’s local markets; analyzed zip-code-level propane supply, consumption, pricing, and heating degree day trends; determined pricing optimization and segmentation opportunity; assessed substitution threat from natural gas, electricity, and heat pumps; and analyzed pricing, delivery, and backoffiice expenses at 25+ acquisitions. Comfortable with the target’s opportunity to acquire family-owned local propane distributors and capture pricing/operations improvements, our client was able to move forward with an aggressive but well-informed bid.
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Rental Operations Improvements for Heavy Equipment Rental Company: Diagnosing Performance Deficiencies at Data-rich But Information-poor Branch-based Underperforming Business to Identify EBITDA Improvement Opportunities/Plan for Their Capture
Identified $6.4MM in quick-win EBITDA improvement opportunity in rental, parts, and services businesses by analyzing the company’s revenue drivers, cost structure, and equipment utilization. Working with management, developed a detailed 6-month implementation plan to enable rapid capture of operational improvement opportunities and to establish long-term strategic initiatives to drive top- and bottom-line growth. Management is successfully implementing value creation plan and, within 3 months, has already captured $3MM in EBITDA improvements (vs. same quarter in previous year).
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Customer & Market Due Diligence of Outpatient Physical Therapy Provider: Assessing Growth Potential In Highly Fragmented, Referral-driven Healthcare Market
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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Customer & Market Due Diligence of Entrepreneurial Healthcare Staffing Services Provider: Validating the Market Potential of an Evolving Niche
Conducted customer interviews and market research to validate company’s business model of providing outsourced services to the healthcare industry. Effort included interviewing (unsolicited) 55 current and potential customers, researching professional background requirements, regulatory environment, payer dynamics, customer willingness to outsource, and competitive landscape to establish market dynamics; and building a bottom-up market sizing model for this early-stage outsourcing market.
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Customer & Market Due Diligence of Leading HSE Services Company: Understanding Market Dynamics/Size as Key Input to Round 2 Bid Decision
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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