Machinery/ Capital Goods
Customer & Market Due Diligence of EOL Packaging Equipment Manufacturer: Establishing Equipment Landscape, Competitive Positioning, And Ability To Scale The Platform
Conducted a 3-week customer & market due diligence of an end-of-line (EOL) packaging equipment manufacturer to establish the equipment landscape, the target’s competitive positioning, and the ability to scale the platform. To this end, Gotham: conducted 62 anonymous interviews with customers, OEMs, distributors, and integrators; built a bottom-up database of EOL equipment and OEMs by format, automation level, and end-market; analyzed automation trends; and built market models for both equipment and aftermarket segments. Gotham provided a clear, fact-based view of the target’s competitive positioning and whitespace opportunities, enabling our client to develop confidence in the platform’s ability to scale and pursue the target aggressively.
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Operational Due Diligence at Global Environmental Machinery Manufacturer: Assessing Product Design and Network Simplification Opportunities
Analyzed product portfolio and design platforms, manufacturing and engineering facilities, and cost structure to establish cost reduction opportunities at a machinery manufacturer with operations distributed over 13 facilities in 8 countries. Due diligence identified $23-39MM (12-21% of total COGS) in cost savings from standardizing/modularizing product line and executing a low-cost manufacturing strategy, simplifying/consolidating the manufacturing and engineering network, and reducing material, labor, and freight costs.
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Operations Diagnostic and Roadmap at Climate Control Product Manufacturer: Establishing End-vision for a Fast-growing, Entrepreneurial Company
Conducted a 3-week operations diagnostic to establish an end-vision for optimizing the clients’s manufacturing, supply chain, and engineering operations. Gotham developed a solid fact base of the client’s operations, including demand patterns, inventory, labor efficiency, product complexity, and cost structure. Working with management, Gotham created an end-vision to transform operations and generate both real bottom line benefits – 600bp EBITDA improvement, 20-30% reduction in inventory, and 30% reduction in the plant footprint – and capability enhancements (faster speed to market, improved quality, etc.) that will allow the client to capture market opportunities and drive future growth. The company’s board wholeheartedly backed this end-vision and asked Gotham to help accelerate capture of these opportunities.
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Customer & Market Due Diligence of Fluid Power Component Manufacturer: Establishing Demand Cycle Phase for Key Markets and Competitive Positioning
Conducted 3-week customer & market due diligence to validate target’s growth outlook in key end-markets (Agriculture, Construction, Compaction, and Trucking Equipment), establish the demand cycle stage of each end-market, and pin down competitive risks (e.g., Chinese suppliers entering the market). Gotham conducted 75 customer interviews, researched and analyzed equipment component requirements, macro-economic demand drivers, competitive landscape, and target’s customers’ growth outlook, and built “bottom-up” size/growth models for each end-market. Gotham’s due diligence findings allowed the PE client to pursue the transaction with confidence.
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Customer & Market Due Diligence of Fluid Power Equipment Company: Assessing Adjacent Market Growth Opportunities in Several Technically-complex Niches
Conducted customer & market due diligence to validate adjacent market growth opportunities, including offshore oil & gas, forestry, marine, and civil infrastructure and other end-markets under consideration. Interviewed 150+ competitors, customers, prime contractors, and other key value chain participants, researched complex technical requirements, and leveraged government and industry data to develop a robust fact base, including size/growth models for each end-market, geographic gap analysis, and profiles of key competitors/potential acquisition targets. Based on Gotham’s findings and recommended expansion strategy, PE client closed the deal and is pursuing an acquisition to fill a key geographic gap.
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Pragmatic Growth Strategy for Global Flow Control Products Distributor: Growth Roadmap and Sales Function Redesign to Triple Revenue
Developed growth strategy and identified levers to triple revenue in 3-5 years. Developed detailed prioritized plans to implement the new strategy. Created sales force effectiveness plan to professionalize inside sales and develop outside sales force.
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