Sharper vertical focus and strategic M&A positioned our client to outperform in a highly competitive market.
Accelerating Growth Beyond Expectations
Sharper vertical focus and strategic M&A positioned our client to outperform in a highly competitive market.
Industrial Verticals: China Portfolio Acceleration
Client
- Industrial technologies segment of a US-listed global conglomerate.
Challenge
- To drive growth in an expanding but increasingly competitive market, the client needed to define where to play and prioritize investments across seven key industrial verticals, while also pursuing an inorganic path to accelerate market access, localization, and profitability.
Approach
We structured a three-phase effort to prioritize vertical opportunities and identify M&A opportunities:
- Long-Term Demand Forecasting: Built proprietary demand forecasts segmented into serviceable addressable markets (SAM) by product line, geography, and customer type; developed scenarios reflecting policy, localization, technology, and procurement dynamics.
- Vertical Prioritization: Applied a weighted framework to assess and rank verticals by growth, margins, fit, and feasibility, recommending focus areas with clear build-buy-partner options.
- M&A Strategy & Target Screening: Defined acquisition and partnership criteria to accelerate localization; conducted target screening to surface strategically aligned opportunities.
Impact
- Refocused capital and commercial resources on high-potential verticals and sub-segments, lifting organic growth and margins significantly—contributing to a doubling of revenues within five years.
- Informed over $1.5B of inorganic initiatives that expanded market access, accelerated localization, and enhanced global competitiveness.
Our Clients
Client Services
We deliver expert M&A and strategic advisory services to founders, management teams, and investors, guiding them through pivotal business moments with precision and clarity.
Buy-side Advisory
We help clients identify, evaluate, and convert acquisitions that are synergistic with their strategies.
Sell-side Advisory
We manage global sales processes to help clients secure maximum value when selling a company or divesting a business.
Private Equity Services
We deliver tailored services to private equity investors and their portfolio companies at critical points across the investment lifecycle.