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Deal Sourcing Origination Case Study

Situation Recap
B2B buyer looking to acquire multiple businesses to accelerate market share. 

 

Process Summary

  • Kickoff to review deal strategy and options
  • Identified 50 firms that matched the deal scorecard criteria
  • Deal portal launched to convert interested to active deals
  • Pipeline forecast of 24 deals qualified with 6 LOIs
  • First company acquired
  • Target list of firms identified exceeds 100 firms that match the deal scorecard criteria
  • Second target acquired
  • Third target acquired


FY Results.  

  • 2x the pipeline of target opportunities created compared to goal 
  • 3 deals closed within first 12 months
  • 100+ companies researched and qualified

ERGO_CorpDev_DealSourcing_Process

ERGO is focused on the B2B services and technology sectors. 

ERGO_Comps_Industry_Expertise

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M&A Corporate Development for Market Expansion

Situation: Highly fragmented market with many local providers for startups and several public enterprises, but with a significant middle-market gap. 

Solution: Consolidate regional market leaders to create a national middle-market leader. 

CDXmapping

M&A Corporate Development Recap Sequence of Events: 

  1. Reviewed the market, industry, & competitive landscape for gaps  and identified top 40 regional leaders with $1m to $10m in revenues suited for consolidation. 

  2. Interviewed the top 40 to qualify size, rank, and prioritize the opportunities based on the ROI impact on the strategic buyer. 

  3. Create eight (8) sellers from the top 40 by reviewing their corporate development expansion options, and their current wealth exit and succession plan strategies.

WFM Industry M&A Corporate Development Services

WFM Summary 2017

 

Expansion Strategy WFM Case Study

Situation Summary: Crowded competitive landscape coupled by slow user adoption. 

Problem Statement: Mediocre YoY improvement in the business. 

Solution: Expansion from TLM (Time Labor Management) to WFM (Workforce Management). 

CaseStudy-ExpandyourPortfolio-TLM-WFM

Contact ERGO for a detailed case study. 

Industry CorpDev Briefing

Synopsis: The ERGO industry CorpDev briefing provides insights into how to take advantage of your position and competition. 

ERGOIndustryBriefing

Agenda:

  • Review of notable Industry Deals Trends
  • Corporate Development Options

 

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