Opportunity Assessment

Determine Growth Potential
Full analysis of market opportunity including market sizing, growth areas, company positioning, competitive assessment and customer research. ​Frequently part of due diligence for new investments.​

Analysis Confirms Value
Recently hired by a private equity group to evaluate digital growth opportunities in B2B publishing. Current and projected Total Addressable Market (TAM) calculated to determine revenue opportunity and valuation.

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Strategic Planning

Create Common Goals
Behind most high-growth companies, there's a high-growth plan. Start with the big picture, strategic analysis and translate that into specific recommendations and priorities. Strategic planning often bridges important conversations between private equity investors and their subsidiaries. 

Planning Results in Prioritization
Recently worked with a private equity group with a large share of a public company in test and measurement. Analysis resulted in ranking of opportunities based on identified strategic criteria with strategy translated to actionable initiatives. ​

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Due Diligence

Research M&A Opportunities
Primary research conducted through interviews conducted with experts around the globe; results are synthesized and analyzed to determine market trends, customer satisfaction and likelihood of business results. All projects are either sourced through expert networks like GLG (Gerson Lehrman Group) and AlphaSights, or include the option of expert calls as a part of the analysis.

Understand Drivers
Recently hired by a leading private equity firm to complete a voice of customer analysis for a software investment to determine key purchasing criteria, competitive landscape, product spend, directional growth in spend, and overall strengths and weaknesses of offerings.

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Investment Analysis

Find Investments to Meet Goals
Mapping and analysis of investment opportunities to defined criteria such as revenue, EBITDA, tech-focus, and core competencies.

Analysis Produces Prioritized Watch List
Recently hired by private equity group to assess opportunities for investment in online learning. Estimated target companies' EBITDA and evaluated fit with current business portfolio. Ranked opportunities with investment recommendations.

Insights

Successful Outcomes

 "Sara Conte did excellent work pulling together our due diligence and market opportunity analysis in advance of the Apptio/Vista Equity Partners acquisition."
- Mat Ellis, CEO, Cloudability

 "I worked with Sara Conte as our GLG Project Lead with one of our private-equity clients. Sara's analysis led all of us to a better understanding of the market opportunity and potential revenue growth for the investment target."
- Kyle Hutton, Strategic Projects Manager, GLG 

  "Sara Conte was the Project Lead on our recent consulting engagement in the Digital Transaction Management industry. It was a challenging assignment that ended with fresh and solid insights on market size and potential business investment opportunities. Sara's deep experiences in market analysis and strategic investments were critical to this engagement's success."
- Robert Al-Jaar, PhD, Managing Partner, RAssociates

"Sara Conte has been a key member of the Tech Association of Oregon (TAO) Board for several years. She initially joined us as co-founder of a startup and then transitioned to work on strategic project with private equity groups and others. We value her smart and consistent contributions."
- Skip Newberry, President and CEO, Tech Association of Oregon

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