
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.