Case Study |
Refining M&A Strategy for Industrial Manufacturer

CLIENT

Global Industrial
Manufacturer

INDUSTRY

Industrial
Manufacturing

CONSULTANT ROLE

M&A Consultant

LOCATION

Switzerland

The Challenge

Enabling Structured Evaluation of Acquisition Targets

The client, a global industrial manufacturer, intended to further grow its operations through M&A after several recent acquisitions. They wanted to develop a structured method to systematically identify and evaluate target companies, so an M&A consultant was needed to refine their acquisition strategy.

Role of Consultport

Consultport proposed 3 strong candidate profiles within 72 hours. The client interviewed all candidates and selected a candidate with consulting experience at EY and Bain. The consultant started working with the client team 1 week after the initial request.

Approach

Comprehensive Strategy Assessment

The consultant analyzed the competitive landscape, industry trends and other market factors that would influence target selection of future M&A transactions. She also thoroughly assessed the client’s current acquisition strategy and evaluated the performance of past acquisitions.

Solution

Customized Scoring Model

Based on the assessment, the consultant designed a customized scoring model to evaluate target companies based on strategic fit, financial performance, and integration feasibility. Utilizing tools for industry research, financial analysis, and risk assessment, the scoring model ensured comprehensive evaluations of the target companies.

The consultant also introduced standardized practices to boost transaction efficiency. For example, the consultant developed a transaction blueprint with defined timetables, checklists, and templates for due diligence and post-merger integration.

Results

Optimized M&A Process

The consultant’s scoring model enabled the client to conduct in-depth evaluations on target companies and prioritize promising acquisition candidates systematically. On the other hand, the transaction blueprint allowed the management team to make informed decisions during the M&A process.

With these tools, the client identified several high-potential M&A targets and is now entering due diligence with a possible vendor.

The consultant’s engagement with the client was extended to ensure successful closure of the deal and smooth implementation of the new M&A strategies.