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Due diligence on a software provider for hospitals

A private equity client asked The Lucas Group to conduct a market due diligence on a software provider for hospitals. The client’s investment hypothesis maintained that the target company had several solid, products with well-established market share as well as a new, innovative product with a vast mark opportunity.

The Lucas Group team took the following steps to test these hypotheses:

  • Analyzed company’s competition, market, and industry
  • Identified key trends in the industry, including important profit drivers
  • Conducted online and telephone interviews with more than 100 hospital administrators and industry experts
  • Designed a revenue projection model
  • Modeled current market penetration by product offering
  • Determined the addressable market and expected future penetration rates

From the in-depth research and analysis conducted, the Lucas Group team came to the following conclusions:

  • Many viable competitors offer a similar product to the target’s, severely limiting the market potential for the flagship product
  • Target had weak product offerings in other areas that were likely to lose market share in the future
  • Helped the client determine to pass on the proposed investment

 

Corporate strategy for a major logistics company

A global supply chain and logistics company asked The Lucas Group to conduct a growth strategy assessment for their North American trucking division. The client engaged The Lucas Group to help determine the ideal positioning for the company’s portfolio of services, prioritize sales efforts and hone sales pitch to match the needs of customers.

The Lucas Group team took the following approach to address these goals:

  • Analyzed relevant markets, strategic positioning, and industry trends
  • Performed an in-depth competitor analysis
  • Conducted online and telephone interviews with more than 100 customers and non-customers
  • Conducted extensive interviews with client’s executive and senior operations team

From the extensive primary and secondary research conducted and rigorous analysis, The Lucas Group team:

  • Validated organization of company from a strategic perspective
  • Developed a roadmap for growth, including potential barriers
  • Provided a detailed profile of ideal target customers, including 100s of suggested targets, and a plan for how to sell to them

 

Due Diligence on a large consumer products company

A private equity client asked The Lucas Group to conduct a market due diligence on a consumer products company that manages and supplies programs for companies to offer personalized awards to their employees for length of service. The client’s investment hypothesis maintained that the company had a solid revenue stream that was relatively immune to the effects of a recession and that there were significant opportunities for the company to expand in to other awards programs for companies.

The Lucas Group team took the following approach to address these goals:

  • Analyzed target market and strategic positioning of the target
  • Performed a detailed competitive analysis
  • Analyzed the target’s recent financial and prospects using internal and publicly available sources
  • Conducted telephone interviews with more than 40 customers and lost customers
  • Analyzed adjacent market opportunities in the safety and performance-based award program markets

Exhaustive research conducted and analysis prepared by The Lucas Group:

  • Validated the investment hypothesis regarding the strength of the base business
  • Uncovered substantial opportunity for further growth through targeted efforts
  • Led the client to purchase the target