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

Related experience

Foreign industrial sewing machine manufacturer wanted to enter the US market and needed an industry analysis of the total US industrial embroidery and industrial sewing market. This included market size, market share, market projections and the number of customers purchasing and/or importing industrial embroidery and industrial sewing machines
Oil analysis provider was struggling onboarding U.S. customers and wanted to evaluate what was blocking the sale of basic oil analysis services. Client needed insights on buyer needs and preferences, demand drivers, competitor offerings and perceptions of new service concept to adjust value proposition and gain market share.
Our client needed a market feasibility assessment and Go to market strategy for the electric heat tracing market in Brazil. It was necessary to size the existing opportunity and potential opportunity across the various sectors, determine the decision-drivers and barriers to acceptance, conduct competitive intelligence, illuminate the path to purchase as well as conduct a feasibility study for manufacturing in-country taking into consideration the market opportunity, the regulator environment, taxes, and incentives.