Post-Investment Market Category Optimisation

For a US Private Equity Company and a recently acquired Infrastructure Software Vendor

Partner Client’s Challenge: Research and advise on options to improve market value through market category optimisation within a maximum 24 months timescale

Discover

• Mobilisation and level-set with and for team

• Outside-in category mapping  by positioning relevant industry analyst categories relative to where the as-is company currently resides

• Gleaned portfolio company view of existing category and options through leadership interviews

Decipher

• Developed value creation assessment using bespoke “distances” algorithm

• Mapped category neighbourhood (local, near-neighbours, distant cities) by scale and go to market and product “distance” - denoting how far the company would need to change to gain a permission to play either organically or inorganically

Decide

• Developed market sizing and various risk profiled options to inform decision making

• Provided strategy (current-out vs future-back) recommendations to Portco and PE

Deliver

• Partnered to industrialise as part of ongoing portfolio reviews