Size and segment the current relevant market

Fill gaps via desk reviews where appropriate

Construct multi-
dimensional view

Determine key macro drivers to influence the medium term

Assess impact on each market segment

Deduce effective segment growth rates

Apply growth rates across the various market segments

Overlay views of changes in competition and market access

Output medium term analysis of marketplace

Assess each segment in terms of opportunity and threat

Prioritise actions in line with best fit to relative strengths

Decide which opportunity to pursue

Decide strategy for channels, and assess whether partners needed

Write business plan and build tactical plan for market access

Commit budget to support the market strategy

Provide the client with an overview of the industry and competitive landscape using Matrix’s research process. Identify initial target list. In parallel, produce a short ‘teaser’ or description of acquiring company.

Using Matrix research database and other resources to produce a long list of potential targets. Evaluate these against agreed criteria. Matrix’s experience is that much of the long list can be excluded readily from the search for reasons, such as the company is unavailable to be acquired.

Produce profiles of the top 20 opportunities for consideration. These are companies with genuine prospects of being acquired, which meet the client’s basic requirements.

Matrix’s aim is to present a final list of between three to five opportunities to the client. Normally, this includes a designated number one option and at least one fallback option. Matrix will assist the client with the due diligence process, including the management and hiring of professionals.

Matrix will facilitate the structuring and negotiation of the acquisition, including, but not limited to, term sheet preparation, securing leveraged financing, if appropriate, and other assistance to ensure a successful conclusion.