US PE client validated 12% EBITDA margin potential after interviewing 80+ stakeholders
15 Mar 2021
1 min read
Evaluate the business model – profitability, customer value proposition, supplier quality, risks, defensibility, and market potential
Context
- Company Description: A US-based private equity client
- Client wanted to:
- Evaluate the business model – profitability, customer value proposition, supplier quality, risks, defensibility, and market potential
- Understand the allied markets and businesses, economic moats, international analogues, and competitors
Our approach
- Conducted in-depth interviews with Target’s customers (N = 40) and non-customers (N = 10) to understand value proposition of the Target and its competitors
- Conducted in-depth interviews with competitors (N = 10) to understand business metrics associated and barriers to entry in Target’s space
- Conducted in-depth interviews with suppliers and distributors (N = 20) to understand adoption of Target vs competitors’ products and services
- Benchmarked global analogues to understand barriers to entry and exit and right to win in the market


