Services
Clear Answers For Critical DecisionsSM
Lumeric's Approach
We utilize a hybrid quantitative-qualitative research approach, where rigorous analysis is developed using comprehensive data sets that are interpreted with in-depth qualitative feedback.
- Commercial Due Diligence
- Strategic Reviews
- New Products & Market Assessments
- Brand & Customer Equity
Assessing a Target’s Ability to Meet Investment Expectations
Lumeric provides clients with mini-strategic reviews of target companies under acquisition consideration to determine the likelihood of meeting investment expectations. Analyses typically include:
- Market assessment and forecast
- The strength of customer relationships
- Customer value analysis
- Competitive positioning
- Opportunities for and threats to growth
- Hidden risks and hurdles to successful after- acquisition integration
- A top-line revenue forecast
- Upside value creation assessment
Data and Analysis to Support Critical Business Decisions
Lumeric provides clients with data, analysis and recommendations to support management teams in making critical decisions that support strategic initiatives. Issues commonly addressed include:
- Enhancing competitive positioning to capture market share
- Iimproving the performance of underperforming business units
- Repositioning based on customer segmentation
- Identifying unmet needs and gaps in competitive offerings that can be leveraged into new opportunities
- Addressing emerging competitive threats
- Assessing the potential for new markets and products
Evaluating the Prospects for New Opportunities
Lumeric provides clients with in-depth, assessments of new product concepts and market opportunities.
Issues commonly addressed include:
- Addressable market sizing and growth forecasting
- Competitor market shares and positioning
- Identification of gaps in market offerings that offer competitive opportunities
- Technology development road mapping
- Assessment of buyer interest in new product concepts
- Identification of enhancements to new product concepts to improve uptake
Benchmarking Value Delivered Against the Competition
Lumeric provides clients with benchmarks of value built with customers in order to predict retention and evaluate competitive threats. Analyses typically conducted include:
- Net Promoter Score® (NPS®)
- Root cause analysis stemming from NPS®
- Benchmarking brand value of client versus competitors
- Assessment of performance against key drivers of brand value
- Identification of differentiators that drive brand value
- Evaluation of opportunities to improve NPS® and brand equity
- Acquisition Strategy & Searches
- Commercial Due Diligence
- Competitive Strategy
- Competitive Intelligence
- Lumeric Quickview
- Acquisition Strategy
- Acquisition Search
Through an acquisition strategy, Lumeric assists clients with identifying markets that offer attractive acquisition opportunities and evaluating the potential of acquisition concepts already developed by clients. In both instances, Lumeric works closely with clients to form an understanding of their investment objectives to use as a guideline for assessing the ability of opportunities to deliver upon these expectations. A program typically includes the following analyses:
- Market forecast
- Market / customer value analysis
- Assessment of the competition
- Degree of viable acquisition opportunities
- Fit with client’s business
- Benefits that could be derived from industry consolidation
- Opportunities an acquisition can create / capture
- Overall potential value creation assessment
Acquisition searches can be engaged as a follow-on to an acquisition strategy or independently. Typically an extensive number of potential acquisition targets in a particular industry are identified, qualified and prioritized based on a set of desirable criteria developed with a client. Assessment criteria often include:
- Market position
- Competitive strength
- Level of management’s interest in investment capital
- Growth potential and financial stability
These exercises take 4-6 weeks to complete and are priced with middle market economics in mind.
Assessing a Target’s Ability to Meet Investment Expectations
Lumeric provides clients with mini-strategic reviews of target companies under acquisition consideration to determine the likelihood of meeting investment expectations. Analyses typically include:
- Market assessment and forecast
- The strength of customer relationships
- Customer value analysis
- Competitive positioning
- Opportunities for and threats to growth
- Hidden risks and hurdles to successful after- acquisition integration
- A top-line revenue forecast
- Upside value creation assessment
Data and Analysis to Support Critical Business Decisions
Lumeric provides clients with data, analysis and recommendations to support management teams in making critical decisions that support strategic initiatives. Issues commonly addressed include:
- Enhancing competitive positioning to capture market share
- Iimproving the performance of underperforming business units
- Repositioning based on customer segmentation
- Identifying unmet needs and gaps in competitive offerings that can be leveraged into new opportunities
- Addressing emerging competitive threats
- Assessing the potential for new markets and products
Evaluating the Prospects for New Opportunities
Lumeric provides clients with in-depth, assessments of new product concepts and market opportunities.
Issues commonly addressed include:
- Addressable market sizing and growth forecasting
- Competitor market shares and positioning
- Identification of gaps in market offerings that offer competitive opportunities
- Technology development road mapping
- Assessment of buyer interest in new product concepts
- Identification of enhancements to new product concepts to improve uptake
Benchmarking Value Delivered Against the Competition
Lumeric provides clients with benchmarks of value built with customers in order to predict retention and evaluate competitive threats. Analyses typically conducted include:
- Net Promoter Score® (NPS®)
- Root cause analysis stemming from NPS®
- Benchmarking brand value of client versus competitors
- Assessment of performance against key drivers of brand value
- Identification of differentiators that drive brand value
- Evaluation of opportunities to improve NPS® and brand equity
