Our market assessments uncover major growth opportunities that average 8.5 times a company's starting revenue.

Depending on where you are in the deal phase, we'll customize the work to find answers, insights, and opportunities. Our customizable Market Assessments inform strategic decisions and optimize growth strategies.

We offer a variety of customizable market research services to discover and evaluate growth opportunities:

• Market sizing & forecasting (TAM, SAM, SOM)
• New market & target identification
• Revenue growth opportunity research
• Pricing analysis
• Competitive analysis
• Market positioning analysis
• Fit & attractiveness assessment
• Industry trend analysis
• New product development assessments
• Purchase decision mapping
• Growth assessments

Discover the full potential of a company's growth with a comprehensive evaluation. We combine VOC studies with Market Assessments to give you a holistic view of your target's business landscape: customer health, market dynamics, and growth potential.

There are endless target companies, add-ons, markets and sub-markets—we give private equity firms clarity around investment strategy in as little as three weeks.

Strategex's Commercial Due Diligence examines factors like:

• Long-term market trends and growth potential
• Market size (TAM, SAM, SOM)
• Competitive analysis & positioning
• Customer concentration
• Customer satisfaction
• Performance & perceptions
• Regulatory changes

Our Customer Due Diligence offering is so powerful, it can stand alone. We've got 30+ years of experience researching and analyzing customers. And, we support $6B in transactions every year.

In less than 30 days, we assess customer relationships, identify at-risk customers, and provide customer-centric value creation strategies.

We'll help you uncover and address:

• Customer concentration risk
• Customer satisfaction and loyalty (NPS)
• Customer valuation
• Customer churn by segment
• How to leverage customer insight post-acquisition to deliver measurable profit and growth

Our team is poised to make your investment thesis a reality. After an acquisition, we jumpstart value creation by issuing a first 100-day action plan.

Then, we work hand-in-hand with portfolio companies to implement 80/20 Profit & Growth. Strategex’s 80/20 process is designed to optimize business performance at all levels, develop a culture of meaningful results, deliver record levels of Operating Income and EBITDA improvement, and effect measurable shareholder returns.

We use this methodology to develop strategies to help portfolio companies gain profitable market share growth:

• Exceed financial targets: Operating cash flow, EBITDA, MOIC
• Optimize the customer experience
• Strengthen the competitive position
• Secure higher sell-side multiples
• Exit faster