Select Case Studies
Select Strategy Projects
Data-driven Insights to enable Informed Investment Strategy Decisions
Strategic & Long-Range Planning for an Online Lead Generation Portal
Challenge: A major B2C2B online portal with a well-known brand needed to build its 3-year strategic plan. The executive team was also concerned about market saturation and the threat of disruption, requiring a fact-based assessment to shape the company's long-term vision.
Solution: First, level-set the expectations around the market size and headroom for growth. Next, Built an analytical model to forecast the market, 5-year out. Informed by this forecast, we developed the 3-year plan by modeling the company’s revenues to identify key future growth levers. In parallel, we developed a long-term strategy through leadership discussions and in-depth research to address strategic concerns. Finally, all findings were integrated into a detailed 18-month activity plan with clear owners and accountability.
Result: Our work provided the executive team with a fact-based, realistic view of their industry's size, growth potential, and disruptive threats. This enabled the leadership team to unite behind a new strategic direction for the company while simultaneously focusing on immediate, short-term wins.
Portfolio Review and Strategy for a Industrial Conglomerate
Commercial Due Diligence of a Pharma Contract Manufacturer
Challenge: A large public company required a comprehensive portfolio review to identify and prioritize high-potential business units, while also defining clear strategic options for underperforming units to unlock capital.
Solution: We conducted a deep, methodical review of the client's entire business portfolio, analyzing it across two critical dimensions; Financial Attractiveness, analyzing its standalone market dynamics and its synergies with core businesses and Strategic Growth Prioritization to assess the long-term strategic potential of every B.U.. This resulted in a prioritized investment roadmap and the identification of new growth platforms.
Result: Our analysis provided a clear understanding of portfolio economics. This allowed the client to divest non-core assets and concentrate resources on high-potential business units for future growth
Challenge: An industrial client needed to assess a major US biologics manufacturer for a potential acquisition. This required a thorough analysis of the target's market potential and associated business risks to validate the investment.
Solution: We conducted a full market and risk assessment, evaluating market size, competition, and demand-supply gaps. Through deep research and over 58 customer surveys, we developed a 10-year revenue forecast and identified the target's operational upside.
Result: Our insights gave the client a clear understanding of the opportunity. This led to the successful acquisition of the target for $9.6 billion based on our recommendations.
Select M&A Projects
Our Expertise in End-to-End Deal Execution
Buy-Side M&A for an Industrial Component Manufacturer
Challenge: A European industrial component manufacturer wanted to enter the US market to cross-sell to existing clients and find new ones. After identifying a greenfield approach as too lengthy and complex, the company sought an expert partner to help identify, approach, and negotiate with potential acquisition targets.
Solution: Our team guided a structured acquisition search, beginning with defining key criteria in alignment with management's goals. We developed an initial "long list" of over 3,000 potential candidates and screened it down to approximately 100 qualified targets. We then led direct outreach, facilitated 15 site visits, and managed advanced discussions with three finalists, providing full support through valuation, negotiation, and closing.
Result: The process culminated in a successful transaction that established our client's strategic foothold in the US market. The client also gained a comprehensive database of market participants, creating a valuable pipeline for future bolt-on acquisitions.
Value Maximization in a Corporate Divestiture for an Industrial Conglomerate
Challenge: A Public company aimed to divest a subsidiary that manufactured CPVC pipes and fittings. Our firm was engaged to lead the divestiture process, with a mandate to maximize transaction value while ensuring speed and execution certainty.
Solution: We executed a disciplined, end-to-end divestiture process. This began with a thorough business and market assessment to establish a baseline valuation. We then focused on value optimization by identifying untapped growth levers, creating professional marketing materials (including a CIM), and conducting targeted outreach to key strategic buyers. Finally, we provided complete transaction support, from dataroom setup and management coaching to direct involvement in negotiations.
Result: Our comprehensive management of the process resulted in a successful transaction that was completed within the client's expected valuation range and desired timeline.
Experience Base
BU Portfolio Review and Strategy Development: A leading Pharmaceutical Distribution Service Provider
From sell-side divestitures to growth strategy and acquisition advisory, our experience spans the full spectrum of strategic and financial engagements. These selected projects demonstrate the depth of our expertise and the trust clients place in Ichbiah & Company
EU Expansion Strategy: Global Motors and Drives Manufacturer
EU Expansion Strategy: Leading North American Player in the Residential HVAC Rental Industry
EU Market Entry Commercial Strategy: Leading Seafood Aquaculture Market Participant
Global Expansion Strategy: B2B Vehicle Maintenance Management Outsourcing
Global Expansion Strategy: Marketing Technology Company
Global Sell-Side Mandate: Divestiture of CPVC Pipes and Fittings Business Unit of an Industrial Conglome
M&A Growth Strategy: Industrial Goods Manufacturer
M&A Growth Strategy: Large Industrial Company
Portfolio Review and M&A Strategy Development: Industrial Goods Manufacturer
Strategic Alternative Identification: Leading Industrial Player
High-Security Metal Fencing - New Market Entry
A high-security metal fencing manufacturer set an ambitious goal: double revenues in three years by unlocking growth in a niche but profitable segment. We mapped the entire market—customers, competitors, and the value chain—to uncover where real demand and decision-making power sit.
Enterprise Health Software Platform - Commercial Due Diligence
A private equity firm evaluating an Enterprise Health Record (EHR) platform engaged us to validate the target’s ambitious growth outlook. We broke down revenue drivers, pressure-tested market share assumptions, and gathered direct customer and SME insights
Intellectual Property SaaS Provider - Commercial Due Diligence
A private equity firm sought an early “outside-in” view of a patent software and services provider with bold growth expectations but limited disclosed information. We sized global patent-related markets, conducted 30+ expert and customer interviews, and benchmarked the target’s competitive position.
Digital Sales and Marketing Solutions - Commercial Due Diligence
A PE firm evaluating a leading US tourism-tech provider asked us to assess whether Europe could truly deliver the next wave of growth. We mapped the European DMO landscape, sized the market, analyzed competitive dynamics, and pressure-tested management’s forecast through expert insights.
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