Consulting Services for PE Funds, VC Funds, and Institutional Investors

Our Private Equity Consulting Practice serves private equity / venture capital firms as well as institutional investors across the globe. We also provide a number of services to portfolio companies.

We have worked on more than 100 due diligence assignments, supporting clients at every stage in the process with a rigorous, fact-based, and analytical approach. In the past several years we have helped our clients complete a range of investment transactions. We have worked with many general partnerships, and our roster of loyal and ongoing clients attests to the firm’s flexibility and practical orientation.

We have deep experience in garnering proprietary insights through primary research, which we can conduct in over 20 languages. We work with the leading expert networks across the globe, allowing us to tap into valuable viewpoints for highly specific situations.

We have conducted work in a broad range of sectors including:

  • Automotive

  • Aviation, Aerospace and Defense

  • Communications, Media & Technology

  • Financial Services

  • Industrial Products and Services

  • Health and Life Sciences

  • Oil & Gas

  • Retail & Consumer Products

  • Transportation

  • Utilities

Services for Private Equity Firms:

Opportunity Identification

We help private equity firms identify opportunities in highly specific industries and geographies. Our proprietary proactive sector identification methodology has allowed PE funds to set up and continually run a systematic and proven approach to uncover sectors and companies. It consists of identifying high growth and emerging sectors through market sizing, historical and projected growth rates, emerging market trends and key drivers

Due Diligence

We perform strategic due diligence, evaluating product positioning and industry trends, growth drivers, threats and opportunities. We also provide confirmatory due diligence by evaluating the management team’s capabilities, benchmarking operational and financial performance, interviewing customers and vendors, and validating business models and projections.

Some questions that we seek to answer during due diligence processes include:

  • How attractive is the company's industry / market?

  • Is the company well positioned against its peers?

  • What are the value enhancement opportunities available?

  • What are possible exit strategies for the investment in 3-5 years?

Some analyses that we carry out during due diligence processes include:

Analyzing investment themes / strategies

Evaluating investment attractiveness of key sector / geography / company focused investment themes and strategies

Commercial due diligence support

Commercial due diligence of the potential investment through analysis of the market opportunity, company’s business model, competitive positioning and valuation

New market identification and entry strategies

Identifying new markets for growth through analysis of market size, competitive landscape and growth opportunities, and formulating organic and / or inorganic entry strategies

Cyclicality analysis

Analysis of peaks and valleys in industry and company performance to help forecast future performance

Competitive landscaping including benchmarking and performance gap analysis

Identifying the competitors by segments and regions and benchmarking of products / services portfolio, business model, pricing, customer responses and financial performance to identify the extent of underperformance and out performance

Budgeting and forecasting

Assessment of company budgets / forecasts by conducting detailed variance analysis. Forecasting and budgeting financials through in-depth market analysis, assessing the feasibility of company’s growth plans and competitive benchmarking


Cross-Portfolio Support

We help firms increase the value of their portfolio by taking a cross-portfolio perspective. We identify financial, operational, technological, and strategic performance opportunities across different portfolio companies and leverage any synergies.

Analyses include:

Portfolio company performance enhancement

Operational strategy analysis to enhance portfolio company performance including restructuring related analysis

Synergy identification across portfolio companies

Analysis of products, services, market and financial synergies across portfolio companies to identify opportunities for alliance, partnerships and M&A


Exit Strategy Support

We help private equity firms divest assets in the most beneficial way possible.

Analyses include:

M&A / strategic analysis

Identification and analysis of potential targets through analysis of market, products, services and financial synergies

Exit value optimization

Analysis of optimal exit route (IPO, secondary stake sale, sale to strategic partner), identification of potential buyer and valuation analysis



Services for Portfolio Companies:

Growth Strategy

Our consultants help portfolio companies formulate their growth ambition and then identify, assess, qualify and select the best ways to convert the most compelling growth ideas into revenue, market share and competitive advantage.

Analyses include:

Introducing new products and services

Market segmentation, product benchmarking, pricing studies and customer surveys to identify their unmet needs and recommend the best of breed strategies

Geographical expansion strategies

Assessment of industry, market and customer dynamics and opportunity identification to capture value in new markets and geographies

New customer segments entry

Analysis of customer dynamics such as purchasing behavior, price elasticity and switching costs to ascertain attractive customer segments and entry strategies therein

Competitive response modeling

Detailed decision tree and scenario analysis to preempt competition’s response to client’s strategies and recommendations of counter moves


Market Entry Strategy

We help portfolio companies clarify their value proposition and segment focus, design indirect channels, and select appropriate partners for sales, distribution, and development. We also help establish an optimal pricing strategy for new products or services.

Analyses include:

White space identification

Market segments analysis including customer surveys, expert interviews, assessment of service / product providers in each segment to ascertain a viable “white space” or target audience that is attractive yet underserved

Defining the winning value proposition

Market analysis, customer surveys and competitive offerings studies vis-à-vis client strengths to help define a unique but compelling “winning” value proposition

Price discovery and pricing strategies

Sense and analyze market conditions, customer paying preferences and value perceptions to enable organizations discover “optimal” pricing strategies and refresh them at a micro-segment level

Operational support

Analysis of existing channels of operations and designing new channels to formulate the best possible and most efficient supply / distribution network. Help identify, qualify and develop channel partners across all sections of value chain


Positioning

Whether a portfolio company is developing an initial market positioning or working to reposition itself, our consultants help assess market opportunities and design best-in-class marketing and positioning strategy.

Analyses include:

Marketing and communications strategy

Focused marketing and communication strategy depending on the target audience to maximize touch-points with most profitable customers and cover a large audience in a most economical yet efficient manner

Media strategy

Analysis of target audience, customer behavior, brand / company perception to help design the most effective media strategy based on attention retention span of various media channels

Positioning / vision / mission statement

Internal and external surveys, company’s perception / ambition analysis to help formulate a unique positioning / vision / mission statement