Over three weeks we conducted more than 30 interviews with technology experts, brokers, insurers and other market participants, working closely with the client to address their key concerns.
My role in this engagement was focussed on the commercial workstream, particularly on the target's acquisition strategy. To confidently answer the PE fund's questions in a short timeframe, we set out clear hypotheses in Week 1 and refined them as each interview and dataset came in. That meant finding out why the target had been able to execute its strategy when others had not, and what would need to be true for that growth to continue.
The work was fast-paced and varied. On a typical day I would schedule, conduct and synthesise expert interviews, analyse new data and documents from the client, and turn emerging findings into a focused set of slides. We aimed to produce a small number of decisive pages that dealt with the fund's concerns directly, rather than a long report.
The engagement ended with a readout to the fund's deal team, where we presented our findings and took detailed questions on our analysis. We then refined the materials to support the client in taking the work to their investment committee.
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Hannah Huang,
Consultant