Business Situation
A mid-market investment bank was engaged to lead a minority-stake growth capital raise for a spatial analytics company seeking investment from private equity (PE) firms.
To support this, the bank partnered with us to deliver end-to-end execution support. Operating in a niche but rapidly expanding space, the company needed to articulate its market potential, competitive positioning, and financial outlook to attract the right investor. The objective was to deliver data-backed strategic support across the transaction lifecycle, including:
- Deep industry and competitive landscape research
- Financial modeling and valuation
- Investor materials (teasers, confidential information memorandums [CIMs])
- Due diligence coordination
SGA Approach
- Identifying Buyers
– Leveraged AI tools to screen and identify relevant financial investors
– Mapped the spatial analytics and geographical information system landscape
– Conducted desktop research and leveraged databases for market sizing and deep-dive competitive analysis
- Valuation and Modeling
– Developed financial models tailored to PE investor expectations, incorporating scenario-based forecasting and growth sensitivity analysis
– Applied automated benchmarking frameworks to position the company against relevant peers and transaction precedents
- Investor Materials
– Drafted teasers and CIMs highlighting the company’s value proposition
– Customized layouts and content flow using generative design tools, ensuring alignment with investor preferences and sector nuances
- Due-diligence Process
– Managed the due diligence process using internal workflow automation tools to track Q&A logs and data room updates
– Implemented automation tools for real-time data analysis, flagging anomalies and highlighting potential risks
Key Takeaways
- Investor-ready Positioning: Identified a set of sector-focused PE investors and drafted a compelling narrative that resonated with buyers, highlighting the company’s strategic edge in spatial analytics
- Tech-enabled Deal Execution: Leveraged a hybrid approach of AI tools and traditional research to deliver fast, high-quality outputs across valuation, and investor materials
- Insight-led Decision Support: Delivered actionable intelligence that shaped investor conversations and supported confident decision-making throughout the transaction
- Operational Efficiency: Streamlined the due diligence process through automation, enabling smoother stakeholder engagement and faster turnaround times
