M&A STRATEGY

WHAT WE DO

We evaluate potential M&A targets for your portfolio company, scoring them against pre-determined performance criteria and alignment with your portfolio company’s strategic direction, product portfolio and competitive positioning.

WHAT WE DELIVER

We deliver a prioritized list of transactable M&A targets that enable our client’s portfolio companies to accelerate growth and/or reach new customer segments.

MARKET ENTRY STRATEGY

WHAT WE DO

After sizing, segmenting and forecasting a particular market, as well as customer and competitive dynamics, we evaluate potential entry strategies for our client’s portfolio companies, including M&A opportunities, strategic partnerships, and new product development.

WHAT WE DELIVER

Our deliverables contain detailed recommendations on how to enter adjacent markets, including a step-by-step execution plan.

PRICING & GTM STRATEGY

WHAT WE DO

We examine competitive pricing practices, customer buying habits and sensitivity to price increases in order to identify actionable opportunities to optimize current pricing, sales and marketing strategies.

WHAT WE DELIVER

Our deliverables contain detailed recommendations on how to optimize the pricing, sales and/or marketing strategies, as well as a step-by-step execution plan.

DIGITALIZATION STRATEGY

WHAT WE DO

We screen our clients’ portfolio companies for opportunities to leverage digital processes, including implementing hardware and software to increase automation, redesigning existing manual processes, and transforming human resources.

WHAT WE DELIVER

Our deliverables contain detailed recommendations on how to digitalize select aspects of a portfolio company’s operations, along with a detailed implementation plan and cost-benefit profile for each initiative.