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Success Story: Global Investment Firm Conducting Robust Commercial Diligence to Support a Diversified Global Investment Firm

The Problem

A diversified global investment firm was contemplating a majority controlling investment in a performance-oriented marketing solution provider with proprietary technology. The firm engaged Winterberry Group to support its evaluation of the target company. 

Our Approach

Winterberry Group conducted an in-depth assessment of the target company’s business model and performance-based pricing methodology, providing a qualified point of view on recent performance drivers and future performance improvements. The team provided a perspective on the target company’s direct competitive set and the broader landscape of performance-oriented customer acquisition solutions. Winterberry also analyzed the target company’s vertical markets in relation to marketing spend and growth. The team presented a comprehensive analysis of market opportunities across core, primary, secondary and tertiary markets. 

The Results

Leveraging Winterberry Group’s expert opinion and robust commercial diligence report, the deal team successfully passed the investment committee approval stage and completed the acquisition in early 2020.