Healthy/ "Good for You" Foods
Customer & Market Due Diligence Of Better-For-You Sweet Treats Brand: Establishing Brand Positioning and Category Expansion Opportunity
Conducted a 3-week customer & market due diligence to establish the health and growth profile of the target’s current product categories and validate the target’s product category expansion opportunities. To this end, Gotham: analyzed retailer-/SKU-level NielsenIQ data; conducted a survey of over 2,500 consumers; and conducted interviews with key food retailers and distributors. Gotham’s in-depth analysis of the low/no-sugar sweet snacks market, the target’s brand positioning, and the target’s growth opportunities provided our client with the robust, reliable fact base needed to compete aggressively in this hotly-contested auction.
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Customer & Market And Operational Due Diligence Of Leading Processor Of Freeze-Dried Fruits: Rapid Assessment Of Technology, Competitive, Customer Concentration, And Operational Risks
Provided clarity on risks (technology, competitive, customer concentration, and operational), and growth opportunities ahead of bid. Through interviews with 30+ competitors (domestic and import), distributors, equipment suppliers, academic experts, and customers, and extensive secondary research, Gotham established: the applications and advantages/disadvantages of freeze-drying technology; the target’s positioning vs. domestic and international freeze-drying processors in South America, China and Europe; and the stability/growth of its top customers. Gotham’s analysis revealed while the market was growing and the target was well-positioned and poised for growth, it could potentially face increased competitive intensity and margin pressure. Our client accounted for all these risks and tempered growth projections in its model.
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Manufacturing Operatons Diagnostic at Private Label Nutraceutical Company: Avoiding Need for Capital Investment via Throughput Improvement and Cost Reduction
Identified significant manufacturing capacity available through a variety of key throughput levers, including: reduced number and shortened length of changeovers; reduced frequency and duration of downtime; and increased speed in bottleneck equipment. In addition, identified 35% reduction in direct labor cost. Following our implementation plan, company increased EBITDA by $7MM by the end of the fiscal year and the PE firm successfully sold the company.
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Helping National Fresh Foods Company Sell Itself
Led business development and evaluation efforts for entry into a new market, including market sizing, industry analysis, supply chain design, and financial modeling. Created operations strategy and execution plan based on exploiting existing market power, distribution capabilities, and proprietary technology. Seperately, led M&A synergy assessment involving several potential acquirers. Client company was sold within 6 months and the new business was launched.
Operational Due Diligence of Startup Fresh Soup Company: Current and Potential Operations Value of Acquisition Candidate for National Fresh Foods Company
Performed operational due diligence for the acquisition of a fresh soup manufacturer that led to no-go decision as original cost savings estimate proved overly optimistic and investment requirement estimates proved too low. Identified stand-alone cost savings, constructed a catastrophe and failure scenario analysis, created a capital expenditure timeline in light of growth requirements and need to adapt process to manufacture U.S. style soups, and established forward COGS by identifying cutoffs for purchasing scale cost reductions and modeling labor requirements against growth targets. Assessed potential synergies, including soup revenue growth through shelf proximity and co-marketing with produce products, reduced soup logistics costs through use of existing produce cold-chain, lower soup raw materials cost through use of current suppliers and scale, and elimination of redundant overhead and SG&A expense through organizational consolidation.
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