A selection of recent client engagements.
IDENTIFYING ADVANTAGES + AMPLIFYING IMPACT
Strategic Planning
Heating Technology Market Entry
Context
Industrial technology client seeking to introduce new technology in N. America residential and commercial markets
Key Issues
Regulatory requirements and certification process
Identification and characterization of priority markets
Key specifier and decision maker criteria
Incumbent technology landscape and value proposition development
Diligence
Commercial Roofing Services
Context
Acquisition diligence of regional roofing company
Key Issues
R&M vs. re-roof dynamics and implications
Roofing consultant dynamics
Positioning with clients (NPS, performance feedback)
Competitive landscape in regional market
Food and Beverage
Context
Acquisition diligence of co-packer for branded condiments in grocery and club store
Key Issues
Relationships with branded clients
Positioning of retail channel parterns
Strength and stability of client products with retail channel partners
Competitive positioning of client brands in market
Market size and segmentation trends
Masonry Services & Products
Context
Acquisition diligence of vertically integrated masonry company
Key Issues
Expedited timeline / limited customer access
Market segmentation and growth dynamics
Competitive landscape and differentiation
COVID impact and implications
Personal Beauty Products
Context
Acquisition diligence of branded consumer hair products and apparel company
Key Issues
Market characterization
Channel dynamics and risk
Competitive landscape and differntiation
Subscription Foods
Context
Acquisition diligence of subscription direct-to-consumer premium protein company
Key Issues
Sustainability of high growth trajectory
COVID impact and implications
Market size and segmentation
Nutrition and consumption trends
Competitive landscape and differentiation