Social/ Educational
Customer & Market Due Diligence of Leading Mobility Products Distributor: Assessing Consumer Willingness to Buy and Lender Willingness to Finance a Lower-priced Product
Assessed consumer willingness to buy a lower-priced product and lender willingness to finance the product. Through a consumer panel survey of high-wheelchair-usage consumers (either users or caregivers), and a survey of target’s customer and prospect database, Gotham established that WAV is a need-based product that offers significant quality of life improvement -- a new lower-priced product would open up another ~20% of market. Through our ability to get to the right auto lending decision makers, we were quickly able to establish what the target should expect in terms of financing and which lenders to target. Our client was excited about the opportunity, presented our findings to the target’s management, and pursued a more aggressive bid.
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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 Private Pay Residential Mental Health Services Provider: Establishing Program-Level Competitive Positioning and Operating Performance
Gotham conducted a customer & market and operational due diligence of a leading multi-program player in the private pay residential mental health services market, serving adolescents and young adults with a broad array of behavioral disorders. In line with the bid timelines, Gotham structured a 2-phased effort, with Phase I effort focused on understanding the overall market and referral dynamics, the target’s overall competitive positioning, and the growth opportunity and Phase II on program-level operational performance, reputation/competitive positioning, and recessionary risk. Gotham: conducted 43 interviews with referral sources, competitors and industry experts; built a bottom-up market sizing model; developed a comprehensive competitor database; and built robust operational performance fact packs for each of the target’s programs. Gotham’s fact-based assessment gave our client the conviction to win the auction with an aggressive bid.
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Operational Due Diligence of An Entrepreneurial Specialty Engineering Services Firm: Instilling Process Discipline Required for Future Growth While Sustaining Performance-oriented Culture
Conducted operational due diligence to assess the firm’s prospect-to-cash cycle processes and establish a revenue forecasting approach. Our effort included: building a robust fact base of the company’s cost and operational performance using data from ERP and offline database; mapping and assessing sales & marketing, revenue generation, and people management processes; and visiting/interviewing management across multiple offices. Gotham provided an explicit top-level operations end-vision and value creation plan bolstering the company’s ability to support growth, giving our client the necessary confidence to successfully complete negotiations.
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