Situation

  • Global leader in trenchless pipe renovation technology, esp. UV-light cured-in-pipe glass fiber reinforced liner
  • Owned by Management. Large PE fund wants to buy majority.

Actions Proost Ventures

  • Assess technology and substitution risks of trenchless pipe renovation (short, mid, long term outlook/risks)
  • Determine market size and growth (both historical and projected), cyclicality & operational leverage analysis.
  • Determine purchasing criteria and process of installation company clients and public utility budget owners.
  • Outline competitive dynamics: drivers of competition, market share overview, competitive landscape
  • Quantify white space at entry and exit.
  • Evaluate business plan vs. market, competitive development, and growth plan. Assess exit options.
  • Validate USPs of target in comparison to competitors

Results

  • Successfully performed buy-side Commercial Due Diligence in 3 weeks (incl. extensive expert, competitor, and client interviews)

Download here in pdf the detailed project example Commercial Due Diligence – Infrastructure