New Market Development
Product Expansion Strategy
Market Expansion Strategy
Revamping Product Strategy using Technology
Outsourcing, Partnership and Alliance Strategies
Executive Outsourcing Solution
Acquisition Strategy and Implementation
Investor Acquisition/ Exit Assessment
Private Equity Financing
Roll-up Acquisition

Product Expansion Strategy

Scenario: A set of multinational financial service clients needed a reliable and comprehensive supply of risk-assessment data from a variety of suppliers that was compatible with the database architecture of the clients. The problem was that the data feeds came from a large number of small, regional suppliers in disparate formats which caused efficiency and efficacy problems with the client’s operations. This, in turn, negatively impacted the quality of service the clients were able to provide. The lack of a comprehensive data sourcing strategy was a major stumbling block in the clients’ efforts to develop and launch new products in automated formats. It also created operational issues when the client attempted to streamline its internal data management processes.

Engagement: One of our advisors developed a comprehensive data sourcing strategy that included a geographic expansion plan incorporating the existing data sources. He then directed the implementation of the plan to create a single, compatible supply of the targeted data. This plan featured the merger and acquisition of the various regional data suppliers, the creation of a comprehensive database of risk assessment information and the establishment of uniform data formats to provide automated feeds to the clients.

Results: The resulting new company, new database and new procedures produced direct savings of over $100 million collectively to the clients. More importantly, the implementation of this program resulted in a paradigm shift in the industry’s ability to automate and streamline data feeds from suppliers creating strong operational and cost efficiencies. It also enabled the introduction of several new digital product lines that has since generated even more value in terms of increased sales.