Buy-Side Due Diligence of an Energy Device Installation Company
Overview
Services Offered
- Buy-Side Due Diligence
Approach and Solution
- We identified factors that could act as tailwinds and headwinds to demand as well as their relative strengths. These included demographics, regulations, macro economic factors, threat of substitutes, and homeowner preferences
- We conducted surveys of homeowners and prospective homeowners in the relevant states, to understand their willingness to adopt the type of energy solutions being offered by the target company
- For each state that the target operated in, we presented a picture of current state of the headwinds and tailwinds and developed 3 future state scenarios of demand, based on how the factors were likely to trend
Impact
Our report helped the client validate their thesis that this was a good space to enter with long-term growth potential despite regulatory changes, economic concerns and threat of substitutes. This in turn helped them make a more refined valuation of the target and they ended up acquiring the company.
Featured Consultants
Pawan Thampi
Senior Vice President, Consulting | BP
Pawan leads JBREC’s building products consulting practice and helps BP manufacturers and PE firms evaluate potential acquisitions, helps them during the sale process, and also helps them grow their businesses organically.
Lesley Deutch
Managing Principal
Lesley has more than 25 years of experience consulting with executives in the finance and real estate industries throughout North America. She works across a wide spectrum of industries including apartments, for-sale housing, high-rise development, urban projects, single-family rental, building products, and commercial developments.
Case studies
Consulting Services
Real Estate Consulting
Home Building, Land Development, Build-to-Rent, Single-Family Rental, Apartments, Mixed-Use
Our experienced team of consultants thrives on helping our clients make great investment decisions. We will be an extension of your team, helping develop the right strategy for your next project.
capabilities
- Market Feasibility
- Home Price and Absorption Recommendations
- Rent and Lease-up Recommendations
- Product Recommendations
- Masterplan Segmentation by Product Type
- Demand Analysis
- Consumer Targeting
- Amenity Analysis
- Market Expansion Strategy and Rankings
- Acquisition Due Diligence
- Portfolio Valuations and Cash Flows
- Highest and Best Use
- Mixed-Use Strategy
- Home Design Trends
- Affordable Housing
Building Products Consulting
Structural Building Materials, Interior Fixtures, Prefab Construction, Commercial Construction
Our team is comprised of industry experts with diverse sector and functional experience. We partner across organizations to provide custom consulting reports to aid organic and inorganic investment decisions, strategic planning, and marketing
Capabilities
- Strategy Advisory
- Deals Support (Pre-IPO, M&A, etc.)
- Custom Surveys
- Product Innovation Studies
Contact us to maximize your opportunities in the housing market.
If you have any questions about our services or would like to speak to one of our experts about how we can help your business, please contact Client Relations at clientservices@jbrec.com.
