We performed diligence on an orthodontic clinic consolidator

Vision

A US private equity fund was evaluating the acquisition of a leading consolidator of orthodontic clinics across Canada

Work

We assessed the quality of the target’s locations, analyzed brand perceptions of the network, and gathered industry insights from referrers and practitioners

CLINIC VISITS to gather insights about clinic cleanliness and upkeep

POSTAL CODE ANALYSIS to determine demographics and competitive intensity by clinic location

SECRET SHOPPING to determine customer service levels

DIGITAL ANALYSIS to analyze reviews and SEO performance

CONSUMER SURVEY to understand buying process and brand perceptions

EXPERT INTERVIEWS to gather insights from referrers and practitioners

Results

We instilled belief in our client that the target was well positioned to succeed.

Our client completed the acquisition.

We developed a customer satisfaction tracking program that was implemented across the network post-acquisition.

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