Industrial Technology
Customer & Market Due Diligence of Test & Measurement Equipment Distributor: Assessing Channel Risks and Validating Growth Potential in Niche Specialty Distribution Market
Conducted OEM, Customer & Market Due Diligence to confirm continued industry shift to indirect channel, establish target’s competitive positioning, analyze rental business attractiveness, and explore adjacent market expansion opportunities. Created market sizing model to validate market size and growth prospects, conducted 50+ customer and OEM interviews, modeled financial impact of indirect channel on OEMs, and performed extensive research. Gotham’s 2-phasse due diligence effort enabled our client to win the auction and successfully complete the acquisition of target.
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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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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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Customer & Market Due Diligence Of NG LDC Equipment Supplier: Establishing Natural Gas Consumption Outlook In Light Of Decarbonization
Conducted 5-week customer & market due diligence to: (1) establish macro trends in NG usage; (2) establish market size and growth trends for NG LDC equipment; and (3) determine the competitive landscape for NG LDC equipment. To this end, Gotham: established historic and projected NG consumption trends by leveraging data available from government agencies; developed a country-level market sizing model; conducted interviews with customers, distributors, and competitors across Europe and North America; and performed extensive primary and secondary research to pin down the decarbonization trend and competitive landscape. Armed with a reliable, fact-based assessment of NG demand outlook, our client moved forward with confidence and closed the transaction.
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Customer & Market Due Diligence Of Testing Instrument Supplier To Government Agencies: Establishing Use Cases and International Expansion Opportunity
Conducted a 3-week customer & market due diligence to establish the market and competitive dynamics of a niche testing instrument serving government agencies (defense, intelligence, and law enforcement) and quantify the target’s international and domestic growth opportunities. To this end, Gotham: built a bottom-up country-level market sizing model; conducted interviews with users, distributors, and competitors; and conducted research to pin down use cases, technology, and competitive dynamics. Gotham’s fact-based analysis of the market, the target’s competitive positioning, and the target’s growth opportunities provided our client with the confidence to move forward and successfully close the deal.
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Customer & Market Due Diligence Of Neuroscience Research Lab Instrument Manufacturer: Establishing Growth Outlook And Competitive Positioning
Conducted customer & market due diligence to establish target’s growth outlook and line expansion/acquisition opportunities. To this end, Gotham: established neuroscience research growth outlook; conducted interviews with academic and non-profit research laboratories; built robust view of products and competition via a bottom-up effort; built a market sizing model based on ~100K NIH grants; and developed a software monetization strategy. Gotham’s robust and fact-based assessment provided our client confidence in moving forward with the acquisition.
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