Success Story I Strategic Due Diligence – Assessing a Mechanical Surface Treatment Company

Strategic Due Diligence – Assessing a Mechanical Surface Treatment Company

CHALLENGES

An industrial group specializing in machining, polishing, 3D control is going through a shareholding restructuring.

Born in 2021 from the merger of two SMEs, the company operates in complementary, high-demand segments, serving major aerospace and medical device manufacturers.

The group is seeking to reassess its strategic positioning and target markets to find new opportunities.

SOLUTIONS

The first phase focused on assessing the group’s financial health and growth potential.

Our team analyzed the company’s current activities, including:

• Positioning on the business value chain
• Assessing core expertise and clients’ portfolio
• Evaluating Competitive landscape

Leveraging our deep expertise in the aerospace market, we then identified key opportunities by:

• Examining the company’s ecosystem
• Projecting the potential of core and adjacent markets
• Assessing key success factors
• Identifying major technological opportunities and risks (e.g., additive manufacturing, automation)

KEY DELIVERABLES

• Strategic recommendations on the group’s positioning through detailed market studies and identification of synergies with existing business

• Summary and sizing of opportunities on already addressed markets as well as emerging sectors through financial scenario modelling

• 5-year business plan review to ensure robustness of revenue forecasts for future shareholders