Case Study Market Research for LargeCap European Automotive Firm

1
Case Study Market Research for Large-Cap
European Automotive Firm

• A leading European two-wheel motor vehicle
  manufacturer with operations in over 50 countries
  was looking to expand its global footprint by
  tapping into more developing markets. Adventity
  was selected to provide the complete research
  functionality to support this initiative.
  Adventity-generated research was used by the
  Clients corporate strategy team to implement key
  strategic decisions and build their 5 year
  strategic business plan.
• Summary of Engagement
• Customized market research covering 8 emerging
  markets. Range of analyses included
• Comprehensive industry / sector reports
• Market sizing and forecasting
• Key drivers and trends
• Marketing strategies
• Detailed competitive landscape
• Business and financial profiles of key players
• Distribution and supply chain analysis
• Detailed pro forma analysis of impact of
  acquiring (or joint venturing with) local players
  in select emerging markets
• Some Immediate Results
• Adventity-generated research described as
  invaluable by Global CEO and played a major
  role in the Clients decision to enter 3 new
  markets in mid 2007
• Client decided to retain Adventitys services on
  a permanent basis covering new strategic projects

• Legal and regulatory environment
• Demographic landscape
• Technological and infrastructural capabilities

• Analysis of brands and product lines
• Pricing strategies

Adventity proved to be a valuable partner that
played a significant role in helping our Client
expand its global operations.
2
Case Study Business Plan for Small-Cap IT Player

• Our client, a niche provider of IT testing
  systems, required a detailed business plan
  articulating its business operational strategy,
  for a presentation to its investor community.
  They sought our services to build a complete
  business plan incorporating the companys market
  positioning, current prospective market
  potential along with a detailed financial model.
• Summary of Engagement
• Preparing a detailed company report- highlighting
  its business, product / service differentiation,
  revenue model strengths
• Market potential analysis Best Practices
• Segmenting the market by end-user industries
• Establishing the criticality and dominance of
  testing in each of these end-use industries
• Identifying pain-points in manual testing process
  and establishing the likelihood of outsourcing or
  automation in such processes
• Drawing from the best practices, in effecting a
  conversion from legacy processes to outsourced /
  vendor solution driven processes, from other
  industries. Evaluating the likelihood of the same
  for the clients industry
• Industry Analysis
• Estimating historical growth of testing services
  and establishing key drivers for the future
• Preparing a detailed bottoms-up model for
  market size by geography and business segments
• Financial Model
• Establishing broad revenue cost drivers
• Evaluating market scenario for each of the
  drivers and making projections

Using our presentation the client made an
effective pitch to its investors about its
strategic and business model, enabling them to
meet their financial goals.
3
Case Study Risk Management for Fortune 5 Global
Conglomerate

• Our global Fortune 5 Client is developing a
  comprehensive Risk Management strategy and
  selected Adventity to research and analyze
  various theories and implementation tools
  available to assess risk and its corresponding
  rewards
• Range of analysis
• A thorough review of the theoretical and
  practical applications of the following metrics
• Economic Capital and At-Risk tools
• Classical Finance Theory
• CAPM
• Enterprise Risk Methodology
• Adventity develops a range of case studies across
  several industries clearly outlining current best
  practices for risk management
• Case studies form part of broader detailed
  presentations based on extensive market research,
  statistical analysis and a solid understanding of
  the fundamentals
• Adventity team
• Our high quality post graduate Analysts have
  strong Corporate Finance and Risk Management
  capabilities and work closely with the Clients
  Corporate Finance team under Client-specified
  guidelines

• IRR vs. Standard Deviation
• Project Betas
• Operational Leverage
• Real Options and Risk Maps

Adventity enabled our Clients Corporate Finance
team to quickly gain a comprehensive
understanding of Risk Management theory and
current industry best practices.
4
Case Study Assessment of Market Threat for
Leading US Manufacturing Company

• A leading US manufacturer supplier of
  fabricated parts to OEMs needed to reassess its
  RD and sourcing strategy in the wake of emerging
  competition from counterparts in low-cost
  countries. It also wanted to develop a better
  understanding of the market potential for its
  products, its customers and the trends in their
  industries that could affect sourcing of such
  parts.
• Summary of Engagement
• Assessment of the threat
• Segmented clients business into constituent
  activities (i.e. designing, manufacturing etc.)
• Conducted secondary research to unearth OEM
  trends in each activity
• Conducted primary calls to understand the
  criticality of each activity to the OEM and the
  likelihood of outsourcing such an activity to
  low-cost countries
• Determined OEM compulsions to outsource such an
  activity analyzed the competitive landscape for
  design and manufacture in India China
• Market potential
• Identified the major end application for
  fabricated parts
• Determined production volume of parts by
  geography by end application
• Identified attractive product categories
• Understanding the customer
• Developed in-depth intelligence on top customers,
  by industry, containing details of their
  production locations, production volumes
  revenues by product category
• Identified important trends best practices in
  serving OEMS (such as moving with the customer)
• Sourcing
• Generated a list of raw material and found
  pricing information on the same by geography
• Identified the major suppliers of cheaper raw
  materials in India China

The client developed a better understanding of
the market it operates in understood the
challenge that needed to be addressed
5
Case Study Strategy Consulting (Multiple
Industries)

• Our Client, a global management consultancy, was
  using a Western-based market research consultant
  to aid its private equity due diligence practice.
  They sought to reduce costs but maintain quality
  and approached Adventity for a cost effective
  solution.
• Summary of Engagement
• Customized company reports for broad range of
  companies (including private companies operating
  in niche and/or foreign markets where data is not
  easily available)
• Detailed company profiles, including company
  overview, description of products and services,
  operational metrics, RD pipeline, supply chain
  analysis, recent news, key personnel and other
  Client-specified category
• Comprehensive financial analysis, including
  historical and projected financials, cost and
  revenue analysis, ratio analysis, financial
  benchmarking and MA comps
• Comprehensive industry reports customized for
  each sector, including
• Market mapping and sizing by segment /
  sub-segment
• Geographic analysis
• Industry structure and regulatory framework
• Sample industries covered
• Healthcare sub sectors include managed
  healthcare, healthcare information technology,
  urology and medical imaging devices
• Food beverage niche markets studied include
  sports drinks, bottled water and packaged food
• Chemicals sub sectors include organic /
  inorganic chemicals, plastics, fertilizers,
  man-made fibers, agrochemicals, industrial gases
  and specialty chemicals
• Building and Construction including European
  recreation vehicle market
• Consumer Products Luxury consumer brands
• Additional ad hoc requests generated by Client
• Market surveys, database maintenance and
  presentation support

• Market drivers and emerging trends
• Competitive analysis and benchmarking
• Demographic analysis

Adventity was able to exceed our Clients
existing research providers quality at a
fraction of their costs, and we have since been
deployed to their global operations.