Due Diligence

Our due diligence work is high quality, analytically robust, and reliably-informative for investment decision-making, and encompasses the whole gamut of value creation opportunities – both customer & market growth potential AND operational realities and gaps, cost savings, and CapEx avoidance opportunities.

 
Customer & Market Due Diligence
 
Operational Due Diligence

Results

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FOOD & BEVERAGE
Customer & Market and Operational Due Diligence of Canned Food Manufacturer

Established target’s category presence, built a model to project category growth, interviewed buyers to establish competitive positioning, visited plants to establish CapEx and operational risk, assessed commodity price margin risk, and conducted in-depth diagnostic of material yield, direct labor, and inventory costs

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DISTRIBUTION & RETAIL
Operational Due Diligence of Family-owned Dry Ice Manufacturer

Pinned down capacity and CapEx situation by creating plant-specific profiles of 150+ pieces of production equipment; identified ~$6MM in margin improvement opportunity by reconciling financial data from target’s ~100 P&Ls and establishing true operational costs and production/distribution cost benchmarks across plants, branches, and routes

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ENERGY
Customer & Market Due Diligence of Municipal/ Utility Services Company

Established municipal budget outlook, market size and growth outlook for wastewater infrastructure services, as well as target’s competitive positioning; effort included 124 interviews with municipal and utility officials, in-depth research of environmental regulations, top-down/bottom-up municipal budget analysis, and creation of 3 bottom-up market sizing models

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PACKAGING & PRINTING
Customer & Market Due Diligence of Snack Foods Flexible Packaging Converter

Evaluated competitive risks from large converters, potentially high CapEx requirements, and the target’s reliance on 9 key accounts by interviewing 50+ competitors, customer brand/packaging managers, and printing equipment OEMs, as well as by researching flexo press technologies, end-market dynamics, and flexible packaging market/ competitive dynamics

Related Capabilities

 

Proactive Investment Strategy

 

Post-Merger Integration/ Carve-Out Planning

 

Pragmatic Growth Strategy

 

Sales & Marketing Effectiveness

 

Rapid Operations Improvements

Industry Expertise

 
Consumer
Consumer
 
Food & Beverage
Food & Beverage
 
Healthcare
Healthcare
 
Industrials
Industrials
 
Infrastructure
Infrastructure
 
Services
Services
 
Technology
Technology

Want to learn more about how Gotham can help you with value creation?