We conducted commercial diligence on a financial services provider
Vision
A Canadian private equity fund was evaluating the acquisition of a major financial services provider
Work
We assessed the product’s success domestically and internationally, analyzed consumer sentiment, and identified growth opportunities
MARKET RESEARCH to identify product regulations and uptake across geographies
CONSUMER SURVEY to analyze customer sentiment and likelihood to purchase by region and demographic
MARKET SIZING to determine opportunity by region and customer type
SECRET SHOPPING to understand the purchasing process and its friction points
EXPERT INTERVIEWS to interpret intermediary and channel partner perspectives
SCENARIO MODELLING to quantify growth opportunities
Results
We provided our client with conviction in improving consumer sentiment for the product.
We identified tactics to serve underpenetrated regions and spur rapid growth post-acquisition.
Our client completed the acquisition.
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