About

[fusion_builder_container admin_label=”Hero” type=”legacy” hundred_percent=”no” hundred_percent_height=”no” min_height=”” hundred_percent_height_scroll=”no” align_content=”stretch” flex_align_items=”flex-start” flex_justify_content=”flex-start” flex_column_spacing=”” hundred_percent_height_center_content=”yes” equal_height_columns=”no” container_tag=”div” menu_anchor=”” hide_on_mobile=”no” status=”published” publish_date=”” class=”hero-top-header” id=”” link_color=”” link_hover_color=”” border_sizes_top=”0px” border_sizes_right=”0px” border_sizes_bottom=”0px” border_sizes_left=”0px” border_color=”” border_style=”solid” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”20px” padding_top_medium=”” padding_right_medium=”” padding_bottom_medium=”” padding_left_medium=”” padding_top_small=”” padding_right_small=”” padding_bottom_small=”” padding_left_small=”” padding_top=”72px” padding_right=”” padding_bottom=”” padding_left=”” box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” z_index=”” overflow=”” gradient_start_color=”rgba(14,87,209,0)” gradient_end_color=”rgba(14,170,102,0.82)” gradient_start_position=”60″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”rgba(10,19,35,0.15)” background_image=”https://pointepe.com/wp-content/uploads/2021/02/ppe-about2.jpg” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_blend_mode=”overlay” video_mp4=”” video_webm=”” video_ogv=”” video_url=”” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” video_preview_image=”” absolute=”off” absolute_devices=”small,medium,large” sticky=”off” sticky_devices=”small-visibility,medium-visibility,large-visibility” sticky_background_color=”” sticky_height=”” sticky_offset=”” sticky_transition_offset=”0″ scroll_offset=”0″ animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ admin_toggled=”yes”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ align_self=”flex-start” content_layout=”column” align_content=”flex-start” content_wrap=”wrap” spacing=”yes” center_content=”no” link=”” target=”_self” min_height=”none” hide_on_mobile=”no” sticky_display=”normal,sticky” class=”” id=”” background_image_id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ spacing_left_medium=”” spacing_right_medium=”” spacing_left_small=”” spacing_right_small=”” spacing_left=”” spacing_right=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”0px” padding_top_medium=”” padding_right_medium=”” padding_bottom_medium=”” padding_left_medium=”” padding_top_small=”” padding_right_small=”” padding_bottom_small=”” padding_left_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes_top=”” border_sizes_right=”” border_sizes_bottom=”” border_sizes_left=”” border_color=”” border_style=”solid” border_radius_top_left=”” border_radius_top_right=”” border_radius_bottom_right=”” border_radius_bottom_left=”” box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”overlay” animation_type=”” animation_direction=”down” animation_speed=”0.5″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”true” border_position=”all” first=”true”][fusion_separator style_type=”none” hide_on_mobile=”large-visibility” sticky_display=”normal,sticky” class=”” id=”” flex_grow=”0″ top_margin=”120px” bottom_margin=”” width=”” alignment=”center” border_size=”0″ sep_color=”” icon=”” icon_size=”” icon_color=”” icon_circle=”” icon_circle_color=”” /][fusion_title title_type=”text” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”off” highlight_width=”9″ highlight_top_margin=”0″ before_text=”” rotation_text=”” highlight_text=”” after_text=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” content_align_medium=”” content_align_small=”” content_align=”center” size=”1″ font_size=”” animated_font_size=”” fusion_font_family_title_font=”” fusion_font_variant_title_font=”” line_height=”” letter_spacing=”” text_shadow=”no” text_shadow_vertical=”” text_shadow_horizontal=”” text_shadow_blur=”0″ text_shadow_color=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”10px” margin_top_mobile=”” margin_bottom_mobile=”” text_color=”#ffffff” animated_text_color=”” highlight_color=”” style_type=”default” sep_color=”” animation_type=”fade” animation_direction=”down” animation_speed=”0.5″ animation_offset=””]

About Pointe PE

[/fusion_title][fusion_text columns=”” column_min_width=”” column_spacing=”” rule_style=”default” rule_size=”” rule_color=”” content_alignment_medium=”” content_alignment_small=”” content_alignment=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” font_size=”22″ fusion_font_family_text_font=”” fusion_font_variant_text_font=”” line_height=”1″ letter_spacing=”” text_color=”#ffffff” animation_type=”fade” animation_direction=”down” animation_speed=”0.5″ animation_offset=””]

We combine the boutique passion and high-touch client service with large firm results.

[/fusion_text][fusion_separator style_type=”none” hide_on_mobile=”medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” flex_grow=”0″ top_margin=”120px” bottom_margin=”” width=”” alignment=”center” border_size=”0″ sep_color=”” icon=”” icon_size=”” icon_color=”” icon_circle=”” icon_circle_color=”” /][fusion_separator style_type=”none” hide_on_mobile=”small-visibility” sticky_display=”normal,sticky” class=”” id=”” flex_grow=”0″ top_margin=”40px” bottom_margin=”” width=”” alignment=”center” border_size=”0″ sep_color=”” icon=”” icon_size=”” icon_color=”” icon_circle=”” icon_circle_color=”” /][fusion_section_separator divider_type=”slant” divider_height_medium=”” divider_height_small=”” divider_height=”” divider_repeat_medium=”1″ divider_repeat_small=”1″ divider_repeat=”1″ divider_position=”right” divider_candy=”bottom” icon=”” icon_color=”” bordersize=”” bordercolor=”” hide_on_mobile=”medium-visibility,large-visibility” class=”” id=”” margin_top=”” margin_right=”” margin_bottom=”” margin_left=”” backgroundcolor=”#ffffff” /][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container type=”flex” hundred_percent=”no” hundred_percent_height=”no” min_height=”” hundred_percent_height_scroll=”no” align_content=”stretch” flex_align_items=”center” flex_justify_content=”flex-start” flex_column_spacing=”” hundred_percent_height_center_content=”yes” equal_height_columns=”yes” container_tag=”div” menu_anchor=”more” hide_on_mobile=”no” status=”published” publish_date=”” class=”reverse_row” id=”” link_color=”” link_hover_color=”” border_sizes_top=”0px” border_sizes_right=”0px” border_sizes_bottom=”0px” border_sizes_left=”0px” border_color=”” border_style=”solid” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”” padding_top_medium=”” padding_right_medium=”” padding_bottom_medium=”” padding_left_medium=”” padding_top_small=”” padding_right_small=”” padding_bottom_small=”” padding_left_small=”” padding_top=”80px” padding_right=”” padding_bottom=”80px” padding_left=”” box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” z_index=”” overflow=”” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_blend_mode=”none” video_mp4=”” video_webm=”” video_ogv=”” video_url=”” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” video_preview_image=”” absolute=”off” absolute_devices=”small,medium,large” sticky=”off” sticky_devices=”small-visibility,medium-visibility,large-visibility” sticky_background_color=”” sticky_height=”” sticky_offset=”” sticky_transition_offset=”0″ scroll_offset=”0″ animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ admin_toggled=”no”][fusion_builder_row][fusion_builder_column type=”1_2″ layout=”1_2″ align_self=”auto” content_layout=”column” align_content=”center” content_wrap=”wrap” spacing=”yes” center_content=”yes” link=”” target=”_self” min_height=”” hide_on_mobile=”no” sticky_display=”normal,sticky” class=”” id=”” background_image_id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ spacing_left_medium=”” spacing_right_medium=”” spacing_left_small=”” spacing_right_small=”” spacing_left=”” spacing_right=”2%” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”” padding_top_medium=”” padding_right_medium=”” padding_bottom_medium=”” padding_left_medium=”” padding_top_small=”” padding_right_small=”” padding_bottom_small=”” padding_left_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes_top=”0px” border_sizes_right=”0px” border_sizes_bottom=”0px” border_sizes_left=”0px” border_color=”” border_style=”solid” border_radius_top_left=”” border_radius_top_right=”” border_radius_bottom_right=”” border_radius_bottom_left=”” box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”fade” animation_direction=”left” animation_speed=”0.4″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”false” border_position=”all” first=”true”][fusion_title title_type=”text” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”off” highlight_width=”9″ highlight_top_margin=”0″ before_text=”” rotation_text=”” highlight_text=”” after_text=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” content_align_medium=”” content_align_small=”” content_align=”left” size=”2″ font_size=”” animated_font_size=”” fusion_font_family_title_font=”” fusion_font_variant_title_font=”” line_height=”” letter_spacing=”” text_shadow=”no” text_shadow_vertical=”” text_shadow_horizontal=”” text_shadow_blur=”0″ text_shadow_color=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”10px” margin_bottom=”20px” margin_top_mobile=”” margin_bottom_mobile=”” text_color=”” animated_text_color=”” highlight_color=”” style_type=”default” sep_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]Who we are[/fusion_title][fusion_title title_type=”text” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”off” highlight_width=”9″ highlight_top_margin=”0″ before_text=”” rotation_text=”” highlight_text=”” after_text=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” content_align_medium=”” content_align_small=”” content_align=”left” size=”5″ font_size=”25″ animated_font_size=”” fusion_font_family_title_font=”” fusion_font_variant_title_font=”” line_height=”1.2″ letter_spacing=”” text_shadow=”no” text_shadow_vertical=”” text_shadow_horizontal=”” text_shadow_blur=”0″ text_shadow_color=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”-15px” margin_bottom=”25px” margin_top_mobile=”” margin_bottom_mobile=”” text_color=”#20bf72″ animated_text_color=”” highlight_color=”” style_type=”none” sep_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Better Insights. Better Results. Better Talent.

[/fusion_title][fusion_text columns=”” column_min_width=”” column_spacing=”” rule_style=”default” rule_size=”” rule_color=”” content_alignment_medium=”” content_alignment_small=”” content_alignment=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” font_size=”” fusion_font_family_text_font=”” fusion_font_variant_text_font=”” line_height=”” letter_spacing=”” text_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Pointe PE (Pointe) is a dedicated group within Pointe Advisory, an evidence-based, consulting firm with 20 years of experience working with clients to develop winning growth and investment strategies. Pointe supports middle market PE deal making and growth initiatives.

We are proud to work with leading middle market private equity (PE) groups and their portfolio companies to enhance growth opportunities and mitigate risk. We have supported over 350 PE deals and over 400 market sizing and market opportunity assessments globally. Since 2015 alone, we have conducted more than 1,150 engagements, spanning the Americas, EMEIA, and APAC.

We combine boutique passion and high-touch client service and with large firm results.

[/fusion_text][fusion_separator style_type=”none” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” flex_grow=”0″ top_margin=”20px” bottom_margin=”” width=”” alignment=”center” border_size=”” sep_color=”” icon=”” icon_size=”” icon_color=”” icon_circle=”” icon_circle_color=”” /][fusion_title title_type=”text” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”off” highlight_width=”9″ highlight_top_margin=”0″ before_text=”” rotation_text=”” highlight_text=”” after_text=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” content_align_medium=”” content_align_small=”” content_align=”left” size=”2″ font_size=”” animated_font_size=”” fusion_font_family_title_font=”” fusion_font_variant_title_font=”” line_height=”” letter_spacing=”” text_shadow=”no” text_shadow_vertical=”” text_shadow_horizontal=”” text_shadow_blur=”0″ text_shadow_color=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”10px” margin_bottom=”20px” margin_top_mobile=”” margin_bottom_mobile=”” text_color=”” animated_text_color=”” highlight_color=”” style_type=”default” sep_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]What we do[/fusion_title][fusion_title title_type=”text” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”off” highlight_width=”9″ highlight_top_margin=”0″ before_text=”” rotation_text=”” highlight_text=”” after_text=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” content_align_medium=”” content_align_small=”” content_align=”left” size=”5″ font_size=”25″ animated_font_size=”” fusion_font_family_title_font=”” fusion_font_variant_title_font=”” line_height=”1.2″ letter_spacing=”” text_shadow=”no” text_shadow_vertical=”” text_shadow_horizontal=”” text_shadow_blur=”0″ text_shadow_color=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”-15px” margin_bottom=”25px” margin_top_mobile=”” margin_bottom_mobile=”” text_color=”#20bf72″ animated_text_color=”” highlight_color=”” style_type=”none” sep_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Unlock potential with insights beyond your reach.

[/fusion_title][fusion_text columns=”” column_min_width=”” column_spacing=”” rule_style=”default” rule_size=”” rule_color=”” content_alignment_medium=”” content_alignment_small=”” content_alignment=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” font_size=”” fusion_font_family_text_font=”” fusion_font_variant_text_font=”” line_height=”” letter_spacing=”” text_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Pointe focuses on supporting PE firms investing the lower middle and middle markets in the US and abroad. Since 2015, we have done in excess of 350 diligences, supporting PE client with new platform acquisitions, bolt-on or tuck-in acquisitions for existing platforms, and exits. Additionally, we have conducted more than 50 portfolio company assessments over the same period, developing bespoke strategies to accelerate growth, prioritize investment, and generate value post-deal.

[/fusion_text][/fusion_builder_column][fusion_builder_column type=”1_2″ layout=”1_2″ align_self=”auto” content_layout=”column” align_content=”center” content_wrap=”wrap” spacing=”yes” center_content=”yes” link=”” target=”_self” min_height=”” hide_on_mobile=”no” sticky_display=”normal,sticky” class=”” id=”” background_image_id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ spacing_left_medium=”” spacing_right_medium=”” spacing_left_small=”” spacing_right_small=”” spacing_left=”2%” spacing_right=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”” padding_top_medium=”” padding_right_medium=”” padding_bottom_medium=”” padding_left_medium=”” padding_top_small=”” padding_right_small=”” padding_bottom_small=”” padding_left_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes_top=”0px” border_sizes_right=”0px” border_sizes_bottom=”0px” border_sizes_left=”0px” border_color=”” border_style=”solid” border_radius_top_left=”” border_radius_top_right=”” border_radius_bottom_right=”” border_radius_bottom_left=”” box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”fade” animation_direction=”right” animation_speed=”0.4″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”true” border_position=”all” first=”false”][fusion_imageframe image_id=”3538|full” max_width=”” sticky_max_width=”” style_type=”none” blur=”” stylecolor=”” hover_type=”none” bordersize=”0px” bordercolor=”” borderradius=”0″ align_medium=”center” align_small=”none” align=”right” margin_top=”” margin_right=”” margin_bottom=”” margin_left=”” lightbox=”no” gallery_id=”” lightbox_image=”” lightbox_image_id=”” alt=”” link=”” linktarget=”_self” hide_on_mobile=”no” sticky_display=”normal,sticky” class=”” id=”” animation_type=”” animation_direction=”down” animation_speed=”0.1″ animation_offset=”” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″]https://pointepe.com/wp-content/uploads/2021/01/pexels-photo-1697159.jpeg[/fusion_imageframe][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container type=”flex” hundred_percent=”no” hundred_percent_height=”no” min_height=”” hundred_percent_height_scroll=”no” align_content=”stretch” flex_align_items=”center” flex_justify_content=”flex-start” flex_column_spacing=”” hundred_percent_height_center_content=”yes” equal_height_columns=”yes” container_tag=”div” menu_anchor=”” hide_on_mobile=”no” status=”published” publish_date=”” class=”” id=”” link_color=”” link_hover_color=”” border_sizes_top=”0px” border_sizes_right=”0px” border_sizes_bottom=”0px” border_sizes_left=”0px” border_color=”” border_style=”solid” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”” padding_top_medium=”” padding_right_medium=”” padding_bottom_medium=”” padding_left_medium=”” padding_top_small=”72px” padding_right_small=”” padding_bottom_small=”80px” padding_left_small=”” padding_top=”80px” padding_right=”” padding_bottom=”80px” padding_left=”” box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” z_index=”” overflow=”” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”#f2f2f2″ background_image=”” background_position=”left top” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_blend_mode=”none” video_mp4=”” video_webm=”” video_ogv=”” video_url=”” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” video_preview_image=”” absolute=”off” absolute_devices=”small,medium,large” sticky=”off” sticky_devices=”small-visibility,medium-visibility,large-visibility” sticky_background_color=”” sticky_height=”” sticky_offset=”” sticky_transition_offset=”0″ scroll_offset=”0″ animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ admin_toggled=”no”][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_2″ align_self=”auto” content_layout=”column” align_content=”center” content_wrap=”wrap” spacing=”yes” center_content=”yes” link=”” target=”_self” min_height=”” hide_on_mobile=”no” sticky_display=”normal,sticky” class=”” id=”” background_image_id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ spacing_left_medium=”” spacing_right_medium=”” spacing_left_small=”” spacing_right_small=”” spacing_left=”2%” spacing_right=”” margin_top_medium=”” margin_bottom_medium=”20px” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”” padding_top_medium=”” padding_right_medium=”” padding_bottom_medium=”” padding_left_medium=”” padding_top_small=”” padding_right_small=”” padding_bottom_small=”” padding_left_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes_top=”0px” border_sizes_right=”0px” border_sizes_bottom=”0px” border_sizes_left=”0px” border_color=”” border_style=”solid” border_radius_top_left=”” border_radius_top_right=”” border_radius_bottom_right=”” border_radius_bottom_left=”” box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”fade” animation_direction=”right” animation_speed=”0.4″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”true” border_position=”all” first=”true”][fusion_title title_type=”text” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”off” highlight_width=”9″ highlight_top_margin=”0″ before_text=”” rotation_text=”” highlight_text=”” after_text=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” content_align_medium=”” content_align_small=”” content_align=”center” size=”2″ font_size=”” animated_font_size=”” fusion_font_family_title_font=”” fusion_font_variant_title_font=”” line_height=”” letter_spacing=”” text_shadow=”no” text_shadow_vertical=”” text_shadow_horizontal=”” text_shadow_blur=”0″ text_shadow_color=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”10px” margin_bottom=”20px” margin_top_mobile=”” margin_bottom_mobile=”” text_color=”” animated_text_color=”” highlight_color=”” style_type=”default” sep_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Rightsizing Diligence for the Middle Market

[/fusion_title][fusion_text columns=”” column_min_width=”” column_spacing=”” rule_style=”default” rule_size=”” rule_color=”” content_alignment_medium=”” content_alignment_small=”” content_alignment=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” font_size=”” fusion_font_family_text_font=”” fusion_font_variant_text_font=”” line_height=”” letter_spacing=”” text_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Ramon Solis and Stuart Ferguson lead Pointe’s Private Equity practice. Ramon founded the practice to serve the needs of middle market PE firms and their portfolio companies. After more than 25 years of M&A diligences, Ramon realized that commercial diligences were rarely rightsized for the middle market, forcing sponsors to choose between excessive deal costs and the risk of blind spots. Ramon set out to fill this gap with a more efficient and differentiated approach. Seeing this as an opportunity, Stuart joined Pointe from Bain & Co.’s PE Group, bringing a wealth of transactions and process knowledge to the team. The resulting combination delivers world class insights to middle market investors.

[/fusion_text][fusion_title title_type=”text” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”off” highlight_width=”9″ highlight_top_margin=”0″ before_text=”” rotation_text=”” highlight_text=”” after_text=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” content_align_medium=”” content_align_small=”” content_align=”center” size=”3″ font_size=”32″ animated_font_size=”” fusion_font_family_title_font=”” fusion_font_variant_title_font=”” line_height=”” letter_spacing=”” text_shadow=”no” text_shadow_vertical=”” text_shadow_horizontal=”” text_shadow_blur=”0″ text_shadow_color=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”10px” margin_bottom=”20px” margin_top_mobile=”” margin_bottom_mobile=”” text_color=”” animated_text_color=”” highlight_color=”” style_type=”default” sep_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

BEST-IN-CLASS APPROACH

[/fusion_title][fusion_content_boxes layout=”timeline-horizontal” columns=”3″ link_type=”” button_span=”” link_area=”” link_target=”” icon_align=”left” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_delay=”” animation_offset=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”list-align-left text_align_left” id=”” title_size=”” heading_size=”2″ title_color=”” body_color=”” backgroundcolor=”” icon=”fa-handshake fas” iconflip=”” iconrotate=”” iconspin=”no” iconcolor=”” icon_circle=”” icon_circle_radius=”” circlecolor=”” circlebordersize=”1″ circlebordercolor=”#20bf72″ outercirclebordersize=”1″ outercirclebordercolor=”#20bf72″ icon_size=”32″ icon_hover_type=”” hover_accent_color=”” image=”” image_id=”” image_max_width=”” margin_top=”” margin_bottom=”0″][fusion_content_box title=”Flex-Fit Solutions ” backgroundcolor=”” icon=”” iconflip=”” iconrotate=”” iconspin=”” iconcolor=”” circlecolor=”” circlebordersize=”” circlebordercolor=”” outercirclebordersize=”” outercirclebordercolor=”” image=”” image_id=”” image_max_width=”” link=”” linktext=”” link_target=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Experience serving 7 of 10 largest funds, we know how to deliver the “gold standard”
Over 300 completed CDDs for MM GPs we can tailor solutions to the needs of leaner sponsors

[/fusion_content_box][fusion_content_box title=”Faster, More Focused Insights” backgroundcolor=”” icon=”” iconflip=”” iconrotate=”” iconspin=”” iconcolor=”” circlecolor=”” circlebordersize=”” circlebordercolor=”” outercirclebordersize=”” outercirclebordercolor=”” image=”” image_id=”” image_max_width=”” link=”” linktext=”” link_target=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

We operate and think like investors
We map all efforts to the investment thesis to stay focused on what really matters

[/fusion_content_box][fusion_content_box title=”Proprietary Research Networks and Approaches ” backgroundcolor=”” icon=”” iconflip=”” iconrotate=”” iconspin=”” iconcolor=”” circlecolor=”” circlebordersize=”” circlebordercolor=”” outercirclebordersize=”” outercirclebordercolor=”” image=”” image_id=”” image_max_width=”” link=”” linktext=”” link_target=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Original data sourced from competitors and customers consistently uncovers the insights that shape the winning bid
Our differentiated approach to primary research ensures our customers maintain an information advantage for their bids

[/fusion_content_box][/fusion_content_boxes][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container type=”flex” hundred_percent=”no” hundred_percent_height=”no” min_height=”” hundred_percent_height_scroll=”no” align_content=”stretch” flex_align_items=”flex-start” flex_justify_content=”center” flex_column_spacing=”” hundred_percent_height_center_content=”yes” equal_height_columns=”no” container_tag=”div” menu_anchor=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” status=”published” publish_date=”” class=”” id=”” link_color=”” link_hover_color=”” border_sizes_top=”” border_sizes_right=”” border_sizes_bottom=”” border_sizes_left=”” border_color=”” border_style=”solid” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”” padding_top_medium=”” padding_right_medium=”10px” padding_bottom_medium=”” padding_left_medium=”10px” padding_top_small=”” padding_right_small=”” padding_bottom_small=”” padding_left_small=”” padding_top=”80px” padding_right=”0″ padding_bottom=”0px” padding_left=”0″ box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” z_index=”” overflow=”” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_blend_mode=”none” video_mp4=”” video_webm=”” video_ogv=”” video_url=”” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” video_preview_image=”” absolute=”off” absolute_devices=”small,medium,large” sticky=”off” sticky_devices=”small-visibility,medium-visibility,large-visibility” sticky_background_color=”” sticky_height=”” sticky_offset=”” sticky_transition_offset=”0″ scroll_offset=”0″ animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″][fusion_builder_row][fusion_builder_column type=”5_6″ layout=”5_6″ align_self=”auto” content_layout=”column” align_content=”flex-start” content_wrap=”wrap” spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ dimension_spacing_medium=”” dimension_spacing_small=”” dimension_spacing=”” dimension_margin_medium=”” dimension_margin_small=”” margin_top=”” margin_bottom=”” padding_medium=”” padding_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes=”” border_color=”” border_style=”solid” border_radius=”” box_shadow=”no” dimension_box_shadow=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_image_id=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”true” border_position=”all” first=”true”][fusion_title title_type=”text” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”off” highlight_width=”9″ highlight_top_margin=”0″ before_text=”” rotation_text=”” highlight_text=”” after_text=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” content_align_medium=”” content_align_small=”” content_align=”center” size=”2″ font_size=”” animated_font_size=”” fusion_font_family_title_font=”” fusion_font_variant_title_font=”” line_height=”” letter_spacing=”” text_shadow=”no” text_shadow_vertical=”” text_shadow_horizontal=”” text_shadow_blur=”0″ text_shadow_color=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”” margin_top_mobile=”” margin_bottom_mobile=”” text_color=”#202a25″ animated_text_color=”” highlight_color=”” style_type=”default” sep_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

360° Diligence Methodology Drives More Value Faster

[/fusion_title][fusion_text columns=”” column_min_width=”” column_spacing=”” rule_style=”default” rule_size=”” rule_color=”” content_alignment_medium=”” content_alignment_small=”” content_alignment=”center” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” font_size=”” fusion_font_family_text_font=”” fusion_font_variant_text_font=”” line_height=”” letter_spacing=”” text_color=”#44546a” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Our process is rooted in a zealous focus on the investment thesis, our collaborative working style and a fanatical approach to client service. Our process maintains an unapologetic emphasis on rigorous primary research, with an eye towards delivering results in real-time.

[/fusion_text][/fusion_builder_column][fusion_builder_column type=”1_1″ layout=”1_1″ align_self=”center” content_layout=”row” align_content=”center” content_wrap=”wrap” spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” background_image_id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ spacing_left_medium=”0″ spacing_right_medium=”0″ spacing_left_small=”” spacing_right_small=”” spacing_left=”” spacing_right=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”50″ margin_bottom=”0″ padding_top_medium=”” padding_right_medium=”” padding_bottom_medium=”” padding_left_medium=”” padding_top_small=”” padding_right_small=”” padding_bottom_small=”” padding_left_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes_top=”” border_sizes_right=”” border_sizes_bottom=”” border_sizes_left=”” border_color=”” border_style=”solid” border_radius_top_left=”” border_radius_top_right=”” border_radius_bottom_right=”” border_radius_bottom_left=”” box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”true” border_position=”all” first=”true”][fusion_content_boxes layout=”icon-boxed” columns=”4″ link_type=”” button_span=”” link_area=”” link_target=”” icon_align=”left” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_delay=”” animation_offset=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”diligence_content” id=”” title_size=”” heading_size=”2″ title_color=”#202a25″ body_color=”#44546a” backgroundcolor=”#ffffff” icon=”fa-check-circle fas” iconflip=”” iconrotate=”” iconspin=”no” iconcolor=”#ffffff” icon_circle=”yes” icon_circle_radius=”” circlecolor=”#65bc7b” circlebordersize=”” circlebordercolor=”” outercirclebordersize=”” outercirclebordercolor=”” icon_size=”32″ icon_hover_type=”pulsate” hover_accent_color=”#65bc7b” image=”” image_id=”” image_max_width=”” margin_top=”0″ margin_bottom=”0″][fusion_content_box title=”Investment Thesis” backgroundcolor=”” icon=”fa-chart-line fas” iconflip=”” iconrotate=”” iconspin=”” iconcolor=”” circlecolor=”” circlebordersize=”” circlebordercolor=”” outercirclebordersize=”” outercirclebordercolor=”” image=”” image_id=”” image_max_width=”” link=”” linktext=”Read More” link_target=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Plan, align, communicate to understand the investment thesis and business objectives

[/fusion_content_box][fusion_content_box title=”Re-evaluating Thesis” backgroundcolor=”” icon=”fa-book-reader fas” iconflip=”” iconrotate=”” iconspin=”” iconcolor=”” circlecolor=”” circlebordersize=”” circlebordercolor=”” outercirclebordersize=”” outercirclebordercolor=”” image=”” image_id=”” image_max_width=”” link=”” linktext=”Read More” link_target=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Assess how Target Co. maps to the original investment thesis; recommend ways Target Co. can overcome shortfalls and refine key elements of the investment thesis as appropriate

[/fusion_content_box][fusion_content_box title=”Identifying Upsides” backgroundcolor=”” icon=”fa-building fas” iconflip=”” iconrotate=”” iconspin=”” iconcolor=”” circlecolor=”” circlebordersize=”” circlebordercolor=”” outercirclebordersize=”” outercirclebordercolor=”” image=”” image_id=”” image_max_width=”” link=”” linktext=”Read More” link_target=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Identify and quantify organic and inorganic opportunities and adjacencies to accelerate growth going forward

[/fusion_content_box][fusion_content_box title=”Forecast Feasibility” backgroundcolor=”” icon=”fa-hand-paper fas” iconflip=”” iconrotate=”” iconspin=”” iconcolor=”” circlecolor=”” circlebordersize=”” circlebordercolor=”” outercirclebordersize=”” outercirclebordercolor=”” image=”” image_id=”” image_max_width=”” link=”” linktext=”Read More” link_target=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Market, competitor, and customer intelligence to test Target Co.’s growth plans and assumptions, including identification of and Target Co.’s fit with key market growth areas/segments

[/fusion_content_box][fusion_content_box title=”Competitive Analysis” backgroundcolor=”” icon=”fa-users fas” iconflip=”” iconrotate=”” iconspin=”” iconcolor=”” circlecolor=”” circlebordersize=”” circlebordercolor=”” outercirclebordersize=”” outercirclebordercolor=”” image=”” image_id=”” image_max_width=”” link=”” linktext=”Read More” link_target=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Perform primary research on Target Co.’s peers to benchmark Target Co. on key performance metrics and investment hypotheses

[/fusion_content_box][fusion_content_box title=”Target Positioning” backgroundcolor=”” icon=”fa-user-check fas” iconflip=”” iconrotate=”” iconspin=”” iconcolor=”” circlecolor=”” circlebordersize=”” circlebordercolor=”” outercirclebordersize=”” outercirclebordercolor=”” image=”” image_id=”” image_max_width=”” link=”” linktext=”Read More” link_target=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Understand Target Co.’s market and competitive position; evaluate its go-to-market approaches and why it “wins”

[/fusion_content_box][fusion_content_box title=”Market Modeling & Data Analysis” backgroundcolor=”” icon=”fa-chart-bar fas” iconflip=”” iconrotate=”” iconspin=”” iconcolor=”” circlecolor=”” circlebordersize=”” circlebordercolor=”” outercirclebordersize=”” outercirclebordercolor=”” image=”” image_id=”” image_max_width=”” link=”” linktext=”Read More” link_target=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Analyze company data and leverage other datasets to project growth scenarios, market segmentation, and Target Co. performance factors

[/fusion_content_box][fusion_content_box title=”Voice-of-the-Customer” backgroundcolor=”” icon=”fa-bullhorn fas” iconflip=”” iconrotate=”” iconspin=”” iconcolor=”” circlecolor=”” circlebordersize=”” circlebordercolor=”” outercirclebordersize=”” outercirclebordercolor=”” image=”” image_id=”” image_max_width=”” link=”” linktext=”Read More” link_target=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Gather real-time, in-depth intelligence and insights from target customers, including current, lost, and prospective accounts; also includes broader surveys

[/fusion_content_box][/fusion_content_boxes][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container][fusion_builder_container type=”legacy” hundred_percent=”no” hundred_percent_height=”no” min_height=”” hundred_percent_height_scroll=”no” align_content=”stretch” flex_align_items=”flex-start” flex_justify_content=”flex-start” flex_column_spacing=”” hundred_percent_height_center_content=”yes” equal_height_columns=”no” container_tag=”div” menu_anchor=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” status=”published” publish_date=”” class=”cont_padding” id=”” link_color=”” link_hover_color=”” border_sizes_top=”” border_sizes_right=”” border_sizes_bottom=”” border_sizes_left=”” border_color=”” border_style=”solid” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”” padding_top_medium=”” padding_right_medium=”” padding_bottom_medium=”” padding_left_medium=”” padding_top_small=”” padding_right_small=”” padding_bottom_small=”” padding_left_small=”” padding_top=”80px” padding_right=”” padding_bottom=”80px” padding_left=”” box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” z_index=”” overflow=”” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_position=”center center” background_repeat=”no-repeat” fade=”no” background_parallax=”none” enable_mobile=”no” parallax_speed=”0.3″ background_blend_mode=”none” video_mp4=”” video_webm=”” video_ogv=”” video_url=”” video_aspect_ratio=”16:9″ video_loop=”yes” video_mute=”yes” video_preview_image=”” absolute=”off” absolute_devices=”small,medium,large” sticky=”off” sticky_devices=”small-visibility,medium-visibility,large-visibility” sticky_background_color=”” sticky_height=”” sticky_offset=”” sticky_transition_offset=”0″ scroll_offset=”0″ animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″][fusion_builder_row][fusion_builder_column type=”1_1″ layout=”1_1″ align_self=”auto” content_layout=”column” align_content=”flex-start” content_wrap=”wrap” spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” background_image_id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ spacing_left_medium=”” spacing_right_medium=”” spacing_left_small=”” spacing_right_small=”” spacing_left=”” spacing_right=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”0px” padding_top_medium=”” padding_right_medium=”” padding_bottom_medium=”” padding_left_medium=”” padding_top_small=”” padding_right_small=”” padding_bottom_small=”” padding_left_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes_top=”0″ border_sizes_right=”0″ border_sizes_bottom=”0″ border_sizes_left=”0″ border_color=”” border_style=”solid” border_radius_top_left=”” border_radius_top_right=”” border_radius_bottom_right=”” border_radius_bottom_left=”” box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”overlay” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”true” border_position=”all” first=”true”][fusion_title title_type=”text” rotation_effect=”bounceIn” display_time=”1200″ highlight_effect=”circle” loop_animation=”off” highlight_width=”9″ highlight_top_margin=”0″ before_text=”” rotation_text=”” highlight_text=”” after_text=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” content_align_medium=”” content_align_small=”” content_align=”center” size=”2″ font_size=”” animated_font_size=”” fusion_font_family_title_font=”” fusion_font_variant_title_font=”” line_height=”” letter_spacing=”” text_shadow=”no” text_shadow_vertical=”” text_shadow_horizontal=”” text_shadow_blur=”0″ text_shadow_color=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”10px” margin_top_mobile=”” margin_bottom_mobile=”” text_color=”” animated_text_color=”” highlight_color=”” style_type=”default” sep_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]Pointe tailors workstreams to the key investment issues[/fusion_title][/fusion_builder_column][fusion_builder_column type=”1_1″ layout=”1_1″ align_self=”auto” content_layout=”column” align_content=”flex-start” content_wrap=”wrap” spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”equal-table-width” id=”” background_image_id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ spacing_left_medium=”” spacing_right_medium=”” spacing_left_small=”” spacing_right_small=”” spacing_left=”” spacing_right=”” margin_top_medium=”” margin_bottom_medium=”” margin_top_small=”” margin_bottom_small=”” margin_top=”” margin_bottom=”” padding_top_medium=”” padding_right_medium=”” padding_bottom_medium=”” padding_left_medium=”” padding_top_small=”” padding_right_small=”” padding_bottom_small=”” padding_left_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes_top=”” border_sizes_right=”” border_sizes_bottom=”” border_sizes_left=”” border_color=”” border_style=”solid” border_radius_top_left=”” border_radius_top_right=”” border_radius_bottom_right=”” border_radius_bottom_left=”” box_shadow=”no” box_shadow_vertical=”” box_shadow_horizontal=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”true” border_position=”all” first=”true”][fusion_text columns=”” column_min_width=”” column_spacing=”” rule_style=”default” rule_size=”” rule_color=”” content_alignment_medium=”” content_alignment_small=”” content_alignment=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” font_size=”” fusion_font_family_text_font=”” fusion_font_variant_text_font=”” line_height=”” letter_spacing=”” text_color=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Differentiated Workstream
Important Workstream
Neutral Workstream
Less impactful Workstream
No Impact

[/fusion_text][fusion_table fusion_table_type=”2″ fusion_table_rows=”8″ fusion_table_columns=”5″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”about_table” id=”” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=””]

Key Issues	Primary Research	Desktop Research	Data Tools & Analytics	Online & Telephonic Survey(s)
Total Addressable Market (TAM) Size and Growth	Bottom-up TAM estimates Drives market size estimates, market structure, historic growth, market segmentation	Top-down TAM estimates Adds to, contextualizes, and triangulates primary research	Market modelling and segmentation	Customer buying process and demand drivers
Target Position	Growth outlook and drivers from market participants	Broader economic and macro-factors driving future growth	Market forecasting and analysis	Customer feedback on anticipated demand/volumes and drivers
Competitive Landscape	Benchmark company performance against its peers	Market Trends	Performance analysis	Strengths of customer relationships and outlook
Customer	Market share estimates Competitor analysis and success factors	Supports competitive analysis	Modeling market share	Company comparison against other suppliers
Platform Potential	Key competitor accounts/ target markets	Market Trends	Buyer analysis	Strengths of customer relationships and outlook
Growth Adjacencies	Potential target identification, background, and fit	Potential target identification, background, and fit	Potential target identification	Potential target identification
Upside Identification	Competitor growth and investment targets/areas	Identification and quantification of potential adjacencies and fit	Quantification of adjacencies	Customer priorities and needs

[/fusion_table][/fusion_builder_column][fusion_builder_column type=”1_4″ layout=”1_4″ align_self=”auto” content_layout=”column” align_content=”flex-start” content_wrap=”wrap” spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ dimension_spacing_medium=”” dimension_spacing_small=”” dimension_spacing=”” dimension_margin_medium=”” dimension_margin_small=”” margin_top=”” margin_bottom=”” padding_medium=”” padding_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes=”” border_color=”” border_style=”solid” border_radius=”” box_shadow=”no” dimension_box_shadow=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_image_id=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”false” border_position=”all” first=”true” spacing_right=””][fusion_modal name=”tam_primary” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

Modelling out the TAM, using either a bottom-up or top-down methodology, requires a series of key assumptions on growth forecasts, segmentation, competitor share (if bottom-up), and weights of underlying drivers.

We leverage the expertise of a myriad well-placed industry contacts – competitors, customers, suppliers, etc. – to support the development and triangulation of these key inputs.

With more than 20 years of Competitive Intelligence experience, and curated expertise from each of the US’s top intelligence agencies, Pointe has developed an unmatched competency in primary research. As a result, you can expect higher quality and faster pace insights from us than any of our peers.

[/fusion_modal][fusion_modal name=”target_primary” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

A differentiated (and defensible) position is a common assertion in an investment thesis (and a staple in the CIM). However, testing it can be challenging due to a lack of relevant data. However, by using primary research to engage with competitors, customers and other key market contacts, the diligence process can develop a view on the target’s position (and its defensibility).

[/fusion_modal][fusion_modal name=”competitive_primary” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

Understanding the competitive landscape is key in developing a view on the market structure and an appreciation for the position of the target. Moreover, in depth analysis on the competitors enables investors to benchmark the target’s capabilities against its peers, which can increase the confidence in the underwritability of differentiation claims (or, disprove them all together).

This type of analysis cannot be completed without engaging competitors directly. Not surprisingly, this can be a challenge. However, with an expertise in primary research, Pointe has a long track record of rapidly developing the engaging the right network and converting that engagement into actionable insights.

[/fusion_modal][fusion_modal name=”customer_primary” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

Understanding the stability of the target’s base business is a common (and essential) assertion for deal theses. Moreover, developing an objective view of the customer advocacy for the target relative to its peers (without relying on Management’s own surveys) is imperative.

Talking to customers directly is the best way to gain confidence in the target’s position (and outlook). However, there is a right and wrong way to engage the target’s customers. Pointe has it down to a science (and we have the experience to prove it).

[/fusion_modal][fusion_modal name=”platform_primary” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

Depending upon the industry, roll-up strategies may be a key assertion in the thesis. To test the viability of this strategy, Pointe leverages industry experts – competitors, customers, suppliers and analysts – to develop a robust set of criteria and generate a meaningful list of potential targets. Using this approach, we’re able to filter down the target universe to a short-list of high-potential targets concurrently with the diligence process, setting you up to start executing on your bolt-on strategy on Day 1.

[/fusion_modal][fusion_modal name=”adjacencies_primary” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

In many cases, Management includes penetrating key adjacencies – new products, customer segments, geographies, etc. – as part of its forecast / business plan. By leveraging well-placed industry experts, Pointe tests the feasibility of penetration (for the target) and attractiveness of the adjacency. We help you determine which adjacencies to underwrite (versus view as upside).

[/fusion_modal][fusion_modal name=”upside_primary” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

Targetable upside can take a variety of forms – unmet needs in the market, headroom for wallet share at key accounts, proximate adjacencies – but identifying and prioritizing them can be challenging. At Pointe, we leverage the varied perspectives of competitors, customers, suppliers and analysts to uncover and evaluate the presence and attractiveness of upside opportunities. And in our experience, there is no replacement for the perspective of well-placed industry experts for finding the “hidden gold” to mine during subsequent hold-periods.

[/fusion_modal][/fusion_builder_column][fusion_builder_column type=”1_4″ layout=”1_4″ align_self=”auto” content_layout=”column” align_content=”flex-start” content_wrap=”wrap” spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ dimension_spacing_medium=”” dimension_spacing_small=”” dimension_spacing=”” dimension_margin_medium=”” dimension_margin_small=”” margin_top=”” margin_bottom=”” padding_medium=”” padding_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes=”” border_color=”” border_style=”solid” border_radius=”” box_shadow=”no” dimension_box_shadow=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_image_id=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”false” border_position=”all” first=”false” spacing_right=””][fusion_modal name=”tam_desktop” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

TAM modelling requires a meaningful baseline of datasets to apply key primary-driven assumptions and generate actionable insights. Pointe leverages a combination of data vendors and proprietary datasets to inform TAM modelling efforts.

With more than 20 years of experience in Healthcare, Professional Services, Pharmaceuticals, and Industrials, Pointe has cultivated a variety of proprietary datasets that inform trends around pricing, market drivers, regulatory changes, and shifts in the competitive landscape. These datasets are frequently key inputs into our TAM modelling exercises.

[/fusion_modal][fusion_modal name=”target_desktop” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

The Target’s digital presence can provide a meaningful lens on its positioning relative to its peers. Company websites, marketing collateral, trade journals, market reports, etc. can quickly provide first-order insights, which may prove sufficient to test key hypotheses. And in instances where further insights are required, Pointe may scrape customer and employee review sites, social media platforms, etc. to uncover the data sources required to gain confidence in the attractiveness of the Target.

[/fusion_modal][fusion_modal name=”competitive_desktop” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

The Target’s digital presence can provide a meaningful lens on its positioning relative to its peers. Company websites, marketing collateral, trade journals, market reports, scraping review sites, etc. can support the development of meaningful benchmarks to compare the Target’s capabilities against key competitors. The resulting objective comparisons takes the guesswork out of assessing the strength and viability of the Target’s market position.

[/fusion_modal][fusion_modal name=”customer_desktop” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

Depending upon the industry, customer review aggregators can be scraped and analyzed to assess the strength of the Target’s positioning. Taking this a step further, Pointe can deploy analytics tools to assess customer sentiment of the target relative to its peers, which enables a meaningful test of the stability of the Target’s core business.

[/fusion_modal][fusion_modal name=”platform_desktop” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

Pointe’s proprietary datasets, combined with company websites, marketing collateral, trade journals, investment activity trackers, and market reports, help to clarify the structure of the Target’s core market, which is essential in determining the feasibility of a consolidation strategy.

[/fusion_modal][fusion_modal name=”adjacencies_desktop” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

At a high-level, growth adjacencies can be identified and evaluated using desktop research (and associated tools). However, more granular evaluations on feasibility (and the “size of the prize”) require primary research and targeted analytics.

[/fusion_modal][fusion_modal name=”upside_desktop” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

[/fusion_modal][/fusion_builder_column][fusion_builder_column type=”1_4″ layout=”1_4″ align_self=”auto” content_layout=”column” align_content=”flex-start” content_wrap=”wrap” spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” type_medium=”” type_small=”” order_medium=”0″ order_small=”0″ dimension_spacing_medium=”” dimension_spacing_small=”” dimension_spacing=”” dimension_margin_medium=”” dimension_margin_small=”” margin_top=”” margin_bottom=”” padding_medium=”” padding_small=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hover_type=”none” border_sizes=”” border_color=”” border_style=”solid” border_radius=”” box_shadow=”no” dimension_box_shadow=”” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_color=”” gradient_end_color=”” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_image_id=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”false” border_position=”all” first=”false” spacing_right=””][fusion_modal name=”tam_analytics” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

A market sizing exercise is not complete without an efficiently designed and constructed model, complete with well-documented support for key assumptions, flexible scenarios and sensitivities. This requires competencies across an array of analytics tools to ensure key datasets are appropriately incorporated and designed to help inform the strength of key assertions in the investment thesis.

Pointe PE maintains a robust data analytics toolkit to support and inform its quantitative analyses. Depending upon the hypotheses being tested, we can leverage the right tool and know-how for visualization (Tableau), dataset curation and manipulation (Alteryx), scenario planning or simulations (Crystal Ball or Rstudio) and valuation or market modeling.

[/fusion_modal][fusion_modal name=”target_analytics” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

The investment thesis frequently includes assertions that require analysis on the Target’s data. However, in many instances, these analyses require a pairing with an external market evaluation. For example, evaluating the stability of the base business can be tested by determining customer retention rates – however, without benchmarking these rates against peers in the market, the thesis assertion remains in question.

At Pointe, we leverage industry-leading data tools to conduct targeted analysis on the Company’s data, pairing those results with benchmarks curated from our market work to deliver the insights required to prove (or disprove) your thesis.

[/fusion_modal][fusion_modal name=”competitive_analytics” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

Understanding the competitive landscape is a key complement in contextualizing the Target’s market position. Pointe uses key analytical tools and data partners to develop share estimates and performance benchmarks, which we use to inform the insights needed to test core tenets of the deal thesis.

[/fusion_modal][fusion_modal name=”customer_analytics” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

Market surveys are the industry standard for determining customer satisfaction and advocacy levels (for the Target and its peers) and continues to drive immense value for commercial diligences. However, in certain industries, analytical tools can be employed to develop more granular and holistic insights around customer sentiment and satisfaction.

Pointe PE maintains a robust data analytics toolkit to support and inform its customer analyses. Depending upon the hypotheses being tested, we can leverage the right tool and know-how for visualization (Tableau), dataset curation and manipulation (Alteryx), customer sentiment and satisfaction analyses (NLP algorithms) and customer segmentation and archetype identification (proprietary AI techniques).

[/fusion_modal][fusion_modal name=”platform_analytics” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

[/fusion_modal][fusion_modal name=”adjacencies_analytics” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

[/fusion_modal][fusion_modal name=”upside_analytics” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

[/fusion_modal][/fusion_builder_column][fusion_builder_column type=”1_4″ layout=”1_4″ align_self=”auto” content_layout=”column” align_content=”flex-start” content_wrap=”wrap” spacing=”” center_content=”no” link=”” target=”_self” min_height=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” sticky_display=”normal,sticky” class=”” id=”” order_medium=”0″ order_small=”0″ hover_type=”none” border_color=”” border_style=”solid” box_shadow=”no” box_shadow_blur=”0″ box_shadow_spread=”0″ box_shadow_color=”” box_shadow_style=”” background_type=”single” gradient_start_position=”0″ gradient_end_position=”100″ gradient_type=”linear” radial_direction=”center center” linear_angle=”180″ background_color=”” background_image=”” background_image_id=”” background_position=”left top” background_repeat=”no-repeat” background_blend_mode=”none” animation_type=”” animation_direction=”left” animation_speed=”0.3″ animation_offset=”” filter_type=”regular” filter_hue=”0″ filter_saturation=”100″ filter_brightness=”100″ filter_contrast=”100″ filter_invert=”0″ filter_sepia=”0″ filter_opacity=”100″ filter_blur=”0″ filter_hue_hover=”0″ filter_saturation_hover=”100″ filter_brightness_hover=”100″ filter_contrast_hover=”100″ filter_invert_hover=”0″ filter_sepia_hover=”0″ filter_opacity_hover=”100″ filter_blur_hover=”0″ last=”true” border_position=”all” first=”false”][fusion_modal name=”tam_market” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

TAM sizing and growth forecasting requires a myriad of inputs to ensure the underlying data is appropriately triangulated. Market surveys can offer a high-volume of inputs across key dimensions, including price trends, volume trends, segmentation, etc.

Pointe maintains more than 20 years of experience in designing, programing, processing and interpreting mid- to large-scale surveys across more than 50 sub-industries. We have access to the highest quality panels and leverage industry best practices to curate the insights that help us test your investment thesis.

[/fusion_modal][fusion_modal name=”target_market” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

Understanding how the Target performs across customers’ key purchasing criteria (KPC), as well as its advocacy ratings and satisfaction levels, are essential tests of the Target’s position, both today and into the future.

[/fusion_modal][fusion_modal name=”competitive_market” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

If the thesis assumes a differentiated position for the Target, it is imperative to evaluate that strength relative to the capabilities of its key competitors. Market surveys provide sponsors with insights on the Target’s performance on key purchasing criteria (KPCs) relative to its peers, which ensures that we can prove or disprove the presence (and defensibility) of any core differentiation claims.

[/fusion_modal][fusion_modal name=”customer_market” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

Market surveys remain the most powerful tool to develop an objective view of the Target via the eyes of the customers.

[/fusion_modal][fusion_modal name=”platform_market” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

[/fusion_modal][fusion_modal name=”adjacencies_market” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

[/fusion_modal][fusion_modal name=”upside_market” title=”” size=”large” background=”” border_color=”” show_footer=”no” class=”pop_up_modal” id=””]

[/fusion_modal][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]