Agency Merger Evaluation & Strategy Recommendations

Dan reached out about merging two agencies. He wanted a growth strategy that would take advantage of the combined entities’ strengths. After extensive due diligence, which included financial modeling, employee surveys, and interviews with management, we uncovered a potential disaster. There was a significant risk to combining the agencies that wasn’t apparent before. We recommended against the merger and provided a strategy and implementation plan to grow organically. This preserved the value inherent in HyperDrive today and provided a solid foundation to build on.

Repositioning, Strategy & Implementation Roadmap

When we began working with Max, Casey, and Mike, they were already well-positioned to serve a great base of clients. They did fantastic work and were already in growth mode. However, the group had their sights set on bigger goals, and a generalist approach wasn’t going to get them there. We ran through a suite of interviews to get to the core of what they wanted to build. While their client base came from a few industries, their exceptional success with ecommerce and consumer brands stood out. From there, we modeled four distinct paths. This let them envision themselves in each and see how they would play out. In late 2019, we helped reposition them from a generalist shop to a pure-play ecommerce agency. It turned out to be the timeliest repositioning project we’ve worked on, and they’ve been thriving ever since.

Our research has been used by consultants at two of the top three management consultancies.

We helped showcase the deep domain expertise for an agency-focused SaaS solution.

Market Entrance Strategy & Market Sizing

Kevin was ready to expand his already successful software company to new markets, but he wanted deeper clarity on the relative opportunities present in each. We held interviews and discovery sessions that focused the project on the high-potential markets first. This let us spend our time more efficiently by sourcing targeted secondary research first. Once we analyzed this, we moved on to generating our own primary research to dig deeper and fill in any gaps. This work provided the knowledge necessary to assess these markets and build a successful expansion strategy for CHILI publish.

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