Service Area: Commercial Due Diligence
Client Type: Upper-Middle Market Private Equity Firm
Service Provider Type: Strategy – Market Study
Industry: Professional Services
An upper-middle market PE firm wanted to conduct a comprehensive market study on an acquisition target: a company that provides part-time finance resources and accounting services to non-profits.
The challenge lay in dissecting the multifaceted industry landscape, combining accounting, consulting and staffing. The market study would need to reveal client behaviors, buyer dynamics, TAM and competitive landscape.
BluWave identified a market study firm with:
Non-profit Expertise: Specializing in financial services, offering insights into accounting, consulting and staffing dynamics.
Comprehensive Analysis: Explored client behavior, buyer landscape, competitive positioning and growth potential in nonprofit financial services.
Future-Forward Focus: Investigated data analytics and cloud synergy with nonprofits, enhancing AI/ML capabilities and implementation strategies.
The market study revealed all the PE firm had hoped for and more:
Holistic Understanding: Unveiled nonprofit finance nuances, including part-time resources and consulting, providing a comprehensive sector view.
Strategic Opportunities: Analyzed client behaviors and growth prospects, empowering the PE firm with expansion strategies.
Future Resilience: Explored data analytics and cloud services’ role in nonprofit finance, boosting sector resilience and innovation.
