Business need

A US-based private equity firm, with focus on investment in the technology sector

Business Objectives / Goals

  • To acquire an application software company, operating in the US or Canada
  • Understand industry dynamics, trends and future outlook
  • Identify 30-40 high potential investment targets that are either: Market leaders in the segment globally Small players with a niche/emerging technology

Approach and Methodology

  • The team adopted a top-down approach to identify the potential targets
  • Conducted a comprehensive analysis by studying the industry by vertical (e.g., financial services, retail), product (e.g., ERP, SCM), and delivery model (e.g., SAAS, SOA)
  • Analysed overall trends, PE/VC investments and future outlook
  • Prepared a list of target companies by segment, and collated data on each target company based on various parameters (e.g., products and services offered, financials, key management)
  • Based on the team’s discussion with the client, shortlisted the target list further and conducted a detailed study of this set of companies

Business outcomes

  • Shortlisted 45 highly qualified potential targets for the client
  • Detailed assessment of 10 companies the client had shortlisted for the investment

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