Repair & Maintenance Services
Customer & Market Due Diligence of Municipal/Utility Services Company: Deciphering a Niche Market to Validate Target’s Growth Plan
Conducted 4-week customer and market due diligence to: (1) establish municipal budget outlook; (2) establish market size and growth outlook for wastewater infrastructure services; and (3) understand the target’s competitive positioning. The 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 marketing sizing models. Gotham’s comprehensive, fact-based approach verified that the target’s aggressive growth plans were realistic and the target had established a strong reputation with its customers. This allowed our PE client to gain confidence in the target’s ability to meet its revenue plan and move forward with the acquisition.
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Exit Preparation/Positioning for $1B Automotive Parts Distributor: Developing Growth Strategy in the Outsourced Service Market
Built solid fact base of market and competitive dynamics in the outsourced automotive service in order to pin down the growth opportunity in this segment. Analyzed key industry data, interviewed 100+ independent service centers, assessed competitive landscape, and modeled economics to establish market attractiveness and growth potential, including key demand drivers/trends, business synergies/risks, competitive positioning, and size/profitability of future network. Gotham’s exit preparation and positioning allowed the company and its investors to paint a clear picture of the source of the next leg of growth and sell the company at a rich valuation.
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Operations Improvement At Single-family Home Rental Company: Establishing Efficient Organization Structure And Processes To Drive $100MM In EBITDA Uplift
Conducted 12-week operations diagnostic to identify opportunities to streamline and reduce cost of client’s operations. To this end, Gotham: redesigned the corporate organization; surveyed 300+ front-line employees to understand their activities; visited multiple local markets and toured homes; mapped all processes front-to-back; and conducted deep-dive analyses of the client's operational performance to establish and quantify savings opportunities. Gotham identified opportunities to increase the client’s EBITDA by $100MM and developed project charters, role-specific KPIS, and a technology plan to jumpstart the capture of identified opportunities. The client launched the implementation effort immediately, with organizational restructuring implemented within 4 weeks.
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Customer & Market Due Diligence of Fluid Power Equipment Company: Assessing Adjacent Market Growth Opportunities in Several Technically-complex Niches
Conducted customer & market due diligence to validate adjacent market growth opportunities, including offshore oil & gas, forestry, marine, and civil infrastructure and other end-markets under consideration. Interviewed 150+ competitors, customers, prime contractors, and other key value chain participants, researched complex technical requirements, and leveraged government and industry data to develop a robust fact base, including size/growth models for each end-market, geographic gap analysis, and profiles of key competitors/potential acquisition targets. Based on Gotham’s findings and recommended expansion strategy, PE client closed the deal and is pursuing an acquisition to fill a key geographic gap.
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