Client Profile & Challenge
The Investment target was a $50M national Healthcare manufacturer and distributor.
The client needed more than the Typical IT Due Diligence engagement – one that encompassed Technology, Sales, and Marketing. The client wanted Messina to identify opportunities to accelerate their Value Creation plan. A senior technology consulting team who also possessed Sales and Marketing functional expertise was needed to assess operations and identify revenue growth and margin improvement opportunities. The Client also wanted the technology stack assessed for scalability, and the ability to support the future growth plan of tripling the company in five years.
Messina built a team of three senior consultants with expertise across Sales & Marketing, Technology, and SCM. Through a series of interviews and research, Messina delivered a thorough assessment of the current technology stack as well as the company’s Sales and Marketing operations. Messina also assessed the company’s current Analytics maturity level and identified Value Creation opportunities tied to Analytics and Operational Metrics.
“AFTER” BUSINESS VALUE CREATION
Messina identified three Value Creation opportunities for the Client.
1) A Pricing GM improvement forecasted to deliver > $400,000 recurring GM off an investment of $120,000,
2) Operational improvements to automate manual processes which would save 1.5 FTE’s of time and improve quality, and
3) Technology improvements and costs needed to support growth and the Value Creation plan.