Research a fragmented market in depth
Find and profile specialist businesses across regions and segments, including smaller companies with limited public information. Organize the universe around the platform’s needs.
Strategy / AI roll-ups
Build your next platform.
Find and evaluate more add-ons.
Research fragmented markets, build a broader target universe, and develop the case for each acquisition. Connect the deal program to a practical plan for how AI and operating improvements could create value.
Expand the search around the capabilities your platform needs.Actual product screen
A repeatable acquisition program
Build on the work
from the last deal.
Retain the market knowledge, target criteria, research and planning work that can improve the next acquisition.
Develop more investment cases
Apply a consistent screen, then investigate the strategic and financial case for promising targets. Prepare management questions and transaction materials from the same company context.
Plan the operating opportunity early
Explore where AI, shared services or commercial improvements could help the combined business. Assess the process, data, systems and adoption requirements alongside the deal rationale.
Make the operating thesis executable
From an AI opportunity
to a scoped implementation plan.
Start with the business process.
Identify the workflow, the people doing it and the desired improvement. Establish the baseline and the information an AI solution would need.
Specify the implementation.
Define the process, data and systems changes the plan requires. Scope the work inside the acquired company’s systems with its IT team or implementation partner.
Connect technology to adoption.
Assign operating ownership, a rollout plan and measures of progress. Build the investment case around the business changes required to realize value.
Take a closer look
Sample target assessment ↗Sample integration plan ↗