Case study

How We Helped a Renowned Private Equity Firm With Identifying Investible Opportunities to Be Added to Its Portfolio

SG Analytics PE Case Study


SGA was engaged by a renowned U.S.-based private equity firm to explore investible targets in the commercial FLS systems manufacturing and servicing space for a controlling stake acquisition.


  • Post the regular screening using Capital IQ, Pitchbook and SourceScrub, we listed a few densely populated regions and scouted for companies with a high number of positive reviews on Google/Yelp/Angi’s and sourced all their information via above databases.
  • Utilized UDU, an AI platform that helps in identifying relevant targets.
  • Also checked each company’s project experience on their website to ensure that it served the commercial market.


Engaged a three-analyst team to provide support by developing a complete database of target companies along with business and contact details.


  • The support provided by SGA team was instrumental in identifying relevant and investible targets that otherwise are difficult to list owing to the small size and very specific screening criteria. 
  • The client was able to shortlist and launch a successful outreach campaign using the business data and contact details provided by SGA.


SGA helped its client to perform a detailed and exhaustive market-mapping exercise and also enabled it to set a successful outreach campaign tracker

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