Challenge

Our client trusted Anderson Strategy Group to study a new market, to identify strategically adequate firms for acquisition, and to develop a deal roadmap.

Approach

Firstly, we analyzed the general dynamics of the desired new market by understanding different products, studying end user profiles, and evaluating market trends. This enabled us to identify key capabilities and drivers of success that drove the client along the target screening process.

We then consolidated a comprehensive list of potential target firms with appropriate strategic and financial fit. In parallel we conducted an end user survey to understand in detail the customer demands that our client needed to address. This approach helped us to refine the list of suitable firms.

Ultimately, we prioritized the targets according to different key metrics and performed an in-depth comparison that considered product mix, customer profile, channel, people, and financials. We later interviewed M&A specialists, including UCLA Anderson experts, to establish a deal roadmap and a best practices compendium.

Impact and Results

Our findings helped the client to rationally prioritize targets that fit their financial and strategic goals, while the acquisition roadmap developed by the team provided the client with relevant insights for the upcoming deal journey.