A PE co-sponsor needed a detailed and strategic assessment of a platform vendor acquisition target.
The target had a superior core product, but was competing for share against a large incumbent with stronger C-level relationships, brand recognition, perceived staying power, and balance sheet.
There was also uncertainty around the wealthtech's growth path and pipeline projections.
Simon-Kucher's rigorous market validation included evaluating the acquisition target’s competitive position, current pricing approach, growth assumptions, and right to win across core and expansion segments.
To support the investment decision and a fact-based view of the target's strategic potential, the team developed what-if scenario modeling and quantified the financial impact of different strategic paths.
The team also produced a value creation plan with upside analysis, investment recommendations, growth outlook, and monetization strategies. Additional work included closed-lost and won-churned analysis, competitive analysis of major players, lessons learned from prior merger activity, and a go/no-go summary deck for decision-making.
Simon-Kucher identified more than $100 million in synergistic cross-sell potential.
The team also provided market validation and strategy support including qualitative insights, sell-side management and sales assessment.
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