Case Studies

---

The client, an international investor, was interested in acquiring a US software development firm. Before engaging with management, the client sought an outside-in diligence perspective on the target. We analyzed public reviews of the target's products, assessing AI value creation and identifying value perception compared to competitors, as well as areas of dissatisfaction that highlighted potential red flags. Using publicly available data sources, we approximated the target’s operating model, gaining insights into staffing, expertise, experience, and potential weaknesses that could impact performance improvement. Additionally, we conducted a culture assessment on the target and discovered that its culture revolved around a cult of the founder, contrasting sharply with the collective, consensual culture of the client. As a result, the client decided not to move forward, ultimately saving over $1M in diligence fees.

The client was a large retailer who had recently acquired a former competitor. We assisted them in two key areas. First, for location performance, we utilized external customer reviews and geolocation mapping to help the client segment their stores based on financial performance, customer ratings, and specific location details (such as opening hours and services) compared to their closest competitors. This outside-in diligence allowed us to collaborate with management to create a rationalization plan for the stores. Second, for performance improvement, we analyzed customer baskets to develop segmentations for both the customer base and the product portfolio. We then worked with the client to devise targeted strategies for each segment, incorporating cross-selling and up-selling approaches aimed at enhancing revenue. The client is currently in the process of implementing these recommendations as part of their AI value creation strategy.