Strategic Advisory

Investor Market Assessment for Tech Services Firm

Challenge:

In anticipation of going to market, client sought to understand their perceived value in the market and what factors about the company positively or negatively impacted that perception of value.

Solution:

Prospective investors and buyers were surveyed to assess market perception of company value, drivers of enhanced value, and characteristics that leak value out of the business:

  • Identify set of strategic and financial market participants to approach
  • Confidential and blind approach to assess: estimated value range, characteristics of profile that enhance value or detract from value
  • Assessed appetite for acquisitions over time and expected return rates from investments
  • Identified key value drivers for business according to buyer appetite
  • Created roadmap of enhancements to business to shore up value leaks and enhance drivers that are attainable in intermediate time-frame and most contribute to enterprise value
  • Provided framework for financial assessment and prioritization of candidate initiatives

Result:

Customer was provided roadmap for organizational and operational development/adjustment to enhance and optimize the value of the company in anticipation of future recap activity.

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