Private Equity Case Study - Portfolio Support

Client Background: Our client, a leading European private equity player was facing profitability problems with one of its portfolio companies. The client was interested in a detailed pricing analysis akin to what would be produced by a strategy consulting firm. Copal’s mandate was to understand and modify the pricing strategy applicable to the portfolio company’s products.

Service Offerings: We established a response team within three days and conducted a series of analyses over the following six weeks, including:

• Competitive landscaping: the team divided the portfolio company’s geographical areas of operation into sub regions in which it identified key competitors, building an understanding of their product offerings and associated price points through extensive primary research.

• Pricing Analysis: the team also analyzed the variation in product offerings at different price points for key competitors. It also benchmarked numbers of customers and revenues, by product, both inter- and intra-regionally, to better understand the portfolio company’s competitive position.

• Pricing strategy – the team devised a customized pricing strategy for each sub region to maximize revenues.

Results: The Copal team helped the client’s portfolio company establish and roll-out a customized pricing strategy for each sub region and maximize company revenues. By working with Copal, the private equity fund and portfolio company made substantial savings compared to the use of external consultants. The team’s analysis was based on rigorous primary and secondary research and directly addressed the questions the client intended to answer.

Contact us: private.equity@copalpartners.com