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PROSPECT ASSESSMENTS

Off market prospect research

Brief: Client wanted to acquire a regional supplier as part of a strategy to build a global presence.
Solution:  First identified organisations potentially able to serve the market space of interest. Next identified organisations positioned to spoil the client’s market ambitions. Then selected a subset of companies to profile in detail, evaluating each of them against agreed criteria. Examined and referenced business fundamentals and explored the ambitions of candidate organisations and their key supplier relationships without the companies knowing that they were being assessed.
Result: Client eventually approached and bought one company, locking in a key sub-contractor as a contingency to the deal.


Brief: Client wanted to buy a private family company, but needed to know who to negotiate with due to the complex manner in which the company was operated, involving the interest of a range of family trusts.
Solution:  Implemented a research programme to understand and explain the cross-border structures and identify where each of beneficial ownership, financial control, executive control and production control were located.
Result: Client approached and eventually acquired a majority stake in the company.