Case Studies

Market Research and Analysis

 / 

Financial / Insurance Services
Private equity firm needed market due diligence to support its acquisition of a marketing automation software firm serving the restaurant vertical

Client description:

Private equity firm

Challenge: 

Private equity firm needed customer and market due diligence before making and investment in this marketing automation software company.

Methodologies: 

We completed over 100 quantitative surveys by phone and online with respondents such as CMO, Head of Marketing, Director of Marketing, VP Marketing, and General Manager.

The result: 

Our research and analysis revealed that the target acquisition’s market position was not as strong as they had represented. The client chose to forgo the acquisition.

Geographic scope

US

Industries involved 

Financial / Insurance Services, Food and Beverage, IT & Software

Services applied 

Acquisition Market Diligence, Industry Analysis

Methodologies 

Quantitative Research

Practice area

Market Research and Analysis

Case studies

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