Customer & Market Due Diligence Of Connectivity Solutions Provider: Establishing Chip-down And Disintermediation Risks To Modules And IoT Technology Trends

Conducted a 2-week customer & market due diligence of a wireless and IoT connectivity solutions provider to establish the target's value proposition, competitive positioning, market opportunity, and growth outlook. To this end, Gotham:  conducted anonymous interviews with customers, competitors, engineers, and suppliers; developed a wireless connectivity module supplier competitive landscape; built a detailed cost analysis of chip-down manufacturing; and established the IoT market size in North America. Gotham’s fact-based assessment provided the client clarity on the target’s competitive differentiation from low-cost suppliers within the wireless and IoT connectivity solutions market and the limited risks chip-down pose. 

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Exit Preparation/Positioning for Electronics Component Supplier:  Establishing Niche Market Positioning and Multi-pronged Growth Strategy 

Built a solid fact-base of company sales, market position, and competitive dynamics by analyzing 7 years of customer sales/customer data, conducting 170 interviews and 1,900 online surveys of customers/prospects, and building a bottom-up market sizing model. Established company’s position as a niche leader using an original use-based segmentation based on customers’ component needs across the product life cycle. Developed a multi-pronged growth strategy to achieve 14% CAGR growth (vs. 6% overall market growth) by leveraging company’s end-market presence and In Operations segment strength. Gotham also analyzed the impact of pricing on volume and established end-market mix, not pricing, was the driver of recent decreasing flagship catalog brand sales volume. Gotham’s work allowed management to position the company as a niche leader and to begin implementing a credible growth strategy to prepare for a successful eventual exit.

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