Power & Renewables
Customer & Market Due Diligence of Electric Utility Services Company: Assessing Customer Risk, Margin Sustainability, and Growth Opportunities
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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Customer & Market Due Diligence Of Electrical Connector Supplier: Establishing OEM And Utility Demand Outlook
Conducted a 2-week customer & market due diligence to establish: (1) utility end-market dynamics/trends; (2) purchasing behavior in the utility end-market; (3) data center growth outlook; and (4) competitive dynamics in the electrical connector market. To this end, Gotham: conducted interviews and surveyed distributors, manufacturers’ reps, OEMs, contractors, and utilities; built a utility electric connector product map; established electrical connector competitive landscape; established data center growth outlook; and determined utility connector demand outlook. Our fact-based utility market and competitive dynamics assessment allowed our client to gain confidence in the target’s growth outlook and was able to successfully close the deal with confidence.
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Operations Improvements at Multi-disciplinary Engineering Services Firm: Improving Profitability and Revenue Performance
Conducted a 6-week operations assessment to turn around the company’s margin performance and position it for a successful exit in 2-3 years’ time. Analyzed historical project and employee utilization performance; developed target staffing leverage model; and created target business development model to improve efficiency of business development effort while driving profitable revenue growth. Our detailed assessment gave our client a solid understanding and roadmap of the levers to achieve the target margin performance (5-7% points growth); client requested Gotham to provide ongoing support through quarterly performance audits.
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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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