Commercial due diligence
Private equity buyout in commercial vehicles
Led commercial due diligence on a middle-market component supplier: market, competitors, customer interviews, forecast validation, and organization.
The acquisition closed.
Selected work
Experience in over 50 engagements, led by Stradaro's leadership in prior roles and organized by industry.
Type of work
Tier 1 and Tier 2 suppliers, OEMs, aftermarket brands, and engineering and testing providers, through the shift to electrified and autonomous vehicles.
Corporate strategy
Led market analysis, electrification adoption projections, thermal content-per-vehicle forecasts for combustion, hybrid, plug-in, and battery-electric powertrains, and component-level market projections. Screened more than 100 thermal component suppliers and prioritized strategic and M&A targets.
Corporate strategy
Built electrification and autonomous vehicle adoption forecasts, addressable market sizing for each product line, and the competitive landscape. A follow-on phase added strategic scenarios and an acquisition target list for the electrification strategy.
M&A market analysis
Led the addressable market analysis and competitive landscape behind the client's acquisition strategy.
Sales strategy
Supported the client over several years: Mexico growth, North American sales expansion, electrified thermal powertrain and cabin comfort strategy, Detroit Three business development, R&D roadmap, and mid-term plan updates.
Organic growth
Built the market analysis for a sunroof supplier, prioritized vehicle programs and OEMs, and ran a customer gap analysis covering product and engineering support issues.
Program loss recovery
Ran internal interviews and customer voice-of-customer work, quantified the revenue and EBITDA impact, and identified replacement business. A 360-degree retrospective helped the client re-engage the customer and win work back.
Financial modeling
Led a three-statement model and scenario analysis of the financial impact of closing a supplier plant.
Product roadmap
Sized addressable markets and built product roadmaps for powertrain, driveline, and electronic pump technologies, including a market analysis to support acquisition plans.
Commercial due diligence
Ran commercial due diligence on the target's markets, customers, and competitive position for the buyer.
Commercial due diligence
Sized the performance aftermarket and profiled channels, customers, and competitors to support the deal and the growth plan after close.
Sell-side support
Led the financial projections and confidential information memorandum for the company's sale process.
Mobility strategy
A multi-phase program covering electric and autonomous vehicles, automotive engineering services, car subscription, and commercial vehicle logistics. The most recent update added EV powertrain components, the lithium-ion value chain, battery recycling, and automotive distribution.
Business case
Built three-statement models, scenarios, and ROI and payback analysis for an engineering firm's investment in testing capacity and its entry into the US vehicle testing market.
Sales data strategy
Built program-level dashboards that guide new business development for an automotive plastics molder and an electronic components maker.
Market analysis
Used engine and vehicle production data to size program volumes and forecast demand from a key OEM customer.
Voice of customer
Ran customer interviews and market analysis to test purchase criteria, brand perception, and growth opportunities.
EV startups, cell and pack makers, battery materials, recycling, charging, and energy storage, including federal loan, grant, and tax credit programs.
Government funding
Served as commercial advisor on DOE loan applications for battery and energy companies, resulting in conditional commitments totaling more than $3.5 billion.
Business plan
Supported the business plan over several years, including a carbon credit monetization strategy and the DOE Advanced Technology Vehicles Manufacturing loan application.
Launch readiness
Led the supply chain workstream, detailing sourced-component status and PPAP timing, then assessed readiness across engineering, supply chain, and manufacturing for the board.
Business case
Built the financial model and business case for a multibillion-dollar investment in cell plants in the US, Europe, and China.
Grant applications
Built business cases and financial models for battery manufacturing grant applications for a battery recycler, an electrolyte materials company, a lithium-ion start-up, and an electric powertrain start-up.
Tax credit applications
Developed 48C applications for an EV charging equipment maker and an energy storage manufacturer.
Funding strategy
Mapped the regulatory environment and federal and state funding options for a US electrolyte plant and a battery pack assembly business.
Market analysis
Analyzed global EV and stationary storage adoption curves and the competitive landscape of system makers and thermal suppliers to guide product investment.
Component suppliers, engine parts makers, and new entrants in the truck and off-highway markets.
Commercial due diligence
Led market analysis, the competitive landscape, voice-of-customer interviews, sales forecast validation, an organizational assessment, and leadership interviews. The acquisition closed.
Commercial due diligence
Commercial due diligence on the target's end markets, customers, and competitors.
Market analysis
A two-phase analysis of core and adjacent segments, then plastic injection molding opportunities in HVAC, appliances, medical devices, and the automotive aftermarket.
Investment diligence
Assessed the start-up's funding position, commercial outlook, forecast credibility, and risk mitigation for an engineering and testing provider.
Defense vehicle makers, aerospace and defense manufacturers, and the investors who buy them.
Operations strategy
Developed the facility footprint and relocation plan with capacity and cost modeling, and built the financial model of the cost savings.
Organic growth
Built the market analysis and growth strategy for the contract manufacturing business, including the North American Class A body panel market behind a new body shop investment.
Commercial due diligence
Ran market analysis, competitive research, voice-of-customer, and management interview workstreams and presented to the investment team.
Restructuring
Built the liquidation analysis for closing a specialty passenger vehicle manufacturer.
Packaging and processing equipment makers, MRO and field service businesses, machine shops, and precision components.
Commercial due diligence
Led diligence for a corporate buyer acquiring a food and beverage palletizer maker: addressable market, voice of customer, purchase criteria, competition, management interviews, and an organizational assessment. The acquisition closed.
New product business case
Led the market analysis behind the business case for a new filler: addressable market, customer interviews, purchase criteria, and competitors.
Organic growth
Sized the industrial field service market in two phases and assessed palletizer and filler adjacencies to build the organic growth plan.
Sell-side support
Developed the sell-side market study on food and beverage palletizing equipment for a private equity owner's exit.
Market entry
Sized the market and mapped the competitive landscape for a trading company entering industrial maintenance and machining services.
Market analysis
Analyzed maintenance, repair, and overhaul businesses serving automotive, energy, commercial, agriculture, plastics, and metals to support an acquisition-led growth strategy.
M&A targeting
Led the value chain analysis and acquisition screen, built relationships with owners of priority targets, and introduced them to the client to begin discussions.
Aluminum, copper, and metal finishing, from value chain strategy to acquisitions.
Growth strategy
Sized extrusion, casting, and forging markets and mapped the competitive landscape to identify growth and vertical integration opportunities for a metals trading company.
Business case
Developed the market analysis and business case for a copper products opportunity in Southeast Asia.
Commercial due diligence
Ran the market analysis, competitive research, and voice-of-customer workstreams and presented findings to the investment team.
Injection molders and proprietary plastics manufacturers looking for new markets, customers, and capital.
Market analysis
A phased addressable market analysis across appliance, automotive, and industrial molding end markets to prioritize growth segments beyond the core.
Fundraising model
Built the three-statement financial model and business case presentation for investors.
Sales data strategy
Built vehicle program dashboards to focus business development on the right programs and customers.
Specialty chemicals, ingredient distribution, flavors and aromas, and battery materials.
Commercial due diligence
Led every workstream: addressable markets for ingredient distribution, sports nutrition, and flavor and aroma manufacturing; competition; customer and management interviews; and a model to test management's forecast and support valuation.
Post-acquisition
Benchmarked key employee pay, interviewed critical staff, and designed retention incentives based on each person's importance and flight risk.
Commercial due diligence
Led market sizing, voice of customer, purchase criteria, competition, sales process validation, management interviews, and an organizational assessment. The acquisition closed.
Grant applications
Guided chemical and electrolyte materials makers through detailed business cases and financial models for federal manufacturing grant programs.
Food manufacturers, grocers, and consumer businesses entering new markets or funding expansion.
Market entry
Developed the entry strategy for the US and Canadian markets.
Growth strategy
Built the market analysis supporting expansion of ready-to-bake products sold in grocery bakery departments.
Business case
Worked with the owners to build the market opportunity and financial model that funded a store expansion.
Business case
Analyzed the e-commerce market and SKU profitability and built the warehouse business case for a tribally owned retail enterprise.
Business case
Sized the market and built the financial model and business case for a new private club.
Medical device and supply companies, medical training, and healthcare services.
Commercial due diligence
Led commercial due diligence for the buyer.
Market analysis
Sized the medical training and consulting market to support geographic expansion.
Profitability
Led workshops with the management team to diagnose profitability and organizational issues and built the improvement roadmap.
Divestiture
Developed the divestiture strategy, marketing materials, and data room.
Construction managers, architecture and engineering firms, systems integrators, and other professional services.
Strategic planning
Led executive and rising-leader surveys and six facilitated sessions covering values, vision, and mission; organizational health; target markets and competition; long-term goals; strategic alternatives; and initiatives with milestones.
M&A targeting
Identified more than 400 potential targets, ranked the top 25 against management's criteria, and made introductions to begin discussions.
M&A strategy
Developed the acquisition strategy, screening criteria, and prioritized target list to expand architecture and engineering services.
Market report
Led the team that projected US EV growth and localization of the battery value chain, from packs and cells to cathode, anode, electrolyte, and foils, and the construction it will require.
Electronic components, advanced materials, and data infrastructure.
Investor diligence
Ran commercial and operational diligence on a growth-stage smart glass company.
Fundraising model
Built the financial model and business case to support the company's capital raise.
Sales data strategy
Built automotive program dashboards to guide new business development.
Foundations, policy research organizations, and community nonprofits.
Strategic planning
Facilitated strategic plans, fundraising asks, and financial models for a historical foundation, a food security organization, a veterans foundation, a congregation, and two community organizations.
Strategic planning
Built the strategic plan and the financial model behind it.
No engagements match this filter.
Voice of customer
Most growth plans and deal theses rest on what management believes about customers. Voice of customer research tests those beliefs directly: how customers choose suppliers, how they rate you against competitors, and where they would spend more with you.
The criteria that drive purchases, ranked; specification requirements; how suppliers are evaluated and selected; switching costs and loyalty; and who really makes the decision.
First impressions, the value proposition customers actually see, and why they award business to you or to someone else.
How you score on the criteria that matter most, which capabilities customers value, gaps in your offering, and the quality of account management.
Customers' own outlook and demand for your products, how well you adapt to change, and specific ways to grow the business with each account.
How customers compare you with your top competitors, what competitors' value propositions are, and gaps no one in the market fills today.
Depth
One-on-one conversations with customers, former customers, and prospects. Smaller samples, rich detail on motivations and experience.
Breadth
Structured questionnaires for statistical confidence across segments, from dozens of accounts to more than 20,000 respondents.
Where it fits
Built into strategic planning, market research, organic growth, and commercial due diligence, where it becomes customer due diligence on the target.
Highlights
Representative engagements led by Stradaro's leadership in prior roles.
Commercial due diligence
Led commercial due diligence on a middle-market component supplier: market, competitors, customer interviews, forecast validation, and organization.
The acquisition closed.
M&A targeting
Built acquisition strategies for industrial and services companies: screened several hundred potential targets and ranked the best fits against management's criteria.
Introductions made to priority targets.
Government funding
Served as commercial advisor on US Department of Energy loan applications and guided companies through federal and state funding programs in battery and energy markets.
Conditional commitments totaling more than $3.5B.
Strategic planning
Facilitated a multi-session strategic plan informed by leadership and staff surveys, from values and organizational health to target markets and initiatives.
Stronger sales pipeline and lower turnover.
Program loss recovery
Quantified the revenue and EBITDA impact of a lost program, gathered customer feedback, and identified replacement business.
The client relationship was won back.
Cross-border diligence
Led commercial due diligence for several Japanese-headquartered companies acquiring US businesses in ingredients, distribution, and industrial components.
Findings shaped price and post-close plans.
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