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Value Added Refrigerated Fresh Products

Market Due Diligence

Value Added Refrigerated Fresh Products

Upon purchasing a regional refrigerated foods company, our client turned to us to help them build the advisory team they needed to expand.  After a few rough years due to changes in regulation, high fuel prices, and industry forces outside their control, the company was eager to make a turn around and build a national brand. To be successful, they needed Board members who were experienced operators and brand champions. 

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Market Due Diligence

Brand Marketing Workflow Software

Our private equity client was in the IOI phase of an investment in a rapidly growing software company providing marketing workflow collaboration to high-end brands. The software allows multiple stakeholders in the advertising creation process (models/celebrity spokespeople, the advertiser, photographers/directors and ad-agency representatives) to provide real-time feedback on various artistic considerations. Key concerns for our client centered on understanding:

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Market Due Diligence

Retail Apparel Tagging

The world of fashion has changed. Gone are the days of seasonal clothing lines. Instead, clothing manufactures are continuing to push their designers and their manufacturers to turn out new lines in a matter of weeks. Our client was interested in an apparel tagging company that has the capabilities to keep up with the new speed of fashion.  Before moving forward, our client needed to better understand the adoption of fast fashion, the role of customer service and how the larger competitors felt about jumping into this niche space. 

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Market Due Diligence

Understanding a Changing Regulatory Landscape

Our client was interested in pursuing an investment in the lender placed insurance market. Recent regulations had been established, but many industry experts believed that they had not gone far enough. In order to move forward with the transaction, our client needed to understand the regulatory environment (current and future) in addition to the competitive landscape.

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Market Due Diligence

Drilling Deep to Find the Right Expertise

A private equity group was evaluating the purchase of an industrial-cleaning company with Fortune 100 customers in the oil, paper, utility, and steel industries. To get comfortable with their investment, our client needed to connect with people who understood:

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Board of Directors Searches

Staying Flexible When Strategies Shift

Our private equity client held an early-stage investment in a cardiovascular medical device company. They had a promising new product and wanted a new board member to help them navigate the byzantine FDA and CE regulatory processes as quickly as possible. With approval, they hoped to exit through a liquidity event.

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