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Success Story: Private Equity Firm Conducting Diligence on a Complex Marketing Services Firm for a Leading Private Equity Firm

The Problem

A global private equity firm was considering a potential investment in a global marketing services company that provided data intelligence, customer insights, technology and data-driven solutions. The company engaged Winterberry Group to support its evaluation of the target company. 

Our Approach

Winterberry Group assessed the target company’s competitive landscape and business, including opportunities or threats across six distinct business units. Winterberry identified a set of strategic options that the client could leverage (after acquisition) to better integrate the target company and position it for sustained revenue growth.

The Results

The client declined to invest in the target, based in part on Winterberry Group’s strategic recommendations and guidance.