Client description: Private equity firm

Practice area: Market Research and Analysis

Geographic scope: US

Industries involved: Food and Beverage (restaurants); financial services; IT/software.

Services applied: Market and customer due diligence

Business challenge: Private equity firm needed customer and market due diligence before making and investment in this marketing automation software company.

Methodologies:We completed over 100 quantitative surveys by phone and online with respondents such as CMO, Head of Marketing, Director of Marketing, VP Marketing, and General Manager.

The result: Our research and analysis revealed that the target acquisition’s market position was not as strong as they had represented. The client chose to forgo the acquisition.