We use a dart board metaphor to think about add-on acquisition avenues. By segmenting the universe of add-on opportunities, including adjacent markets, Clarity generates viable opportunities that other search firms likely miss. While our weighted scorecards generally discount the attractiveness of certain step-out opportunities, brainstorming sessions with our clients always inform the broader process.

STRATEGY: Collaboration with our client to define the add-on acquisition goals and how it fits with the current business.

SEGMENTATION: Market research to segment the universe of conforming prospects.

OUTREACH: Conduct targeted, professional and tenacious outreach to approved prospects.

WRITE UPS: Before we facilitate an introduction to our client, Clarity engages the prospect to understand the business and its owners’ objectives. By reviewing our write ups, our clients are better able to make a strong first impression that demonstrates their informed interest.

SCORING: Weighted scorecards to evaluate the relative attractiveness of active acquisition candidates based on defined criteria.

SUPPORT: Clarity sustains a trust rapport with business owners and assists with due diligence as appropriate. Owners routinely share perspectives with Clarity that they would not disclose to the buyer directly, helping us overcome deal obstacles.

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Clarity generates proprietary acquisition deal flow

Product Channels

Geography Technology

End Markets

Process

We employ a disciplined and structured acquisition search process that leverages our market research expertise.

Business owners are increasingly inundated by investor outreach. Our ability to open and sustain an acquisition dialog with private companies is rooted in our up-front strategy work with clients to understand their acquisition goals together with Clarity’s industry domain knowledge. Business owners appreciate that we understand their business and can enunciate the strategic rationale behind our clients’ interest.

SITUATION Clarity’s client is a manufacturer of precision micro metal bellows using a proprietary manufacturing process. The client recognized a potential growth avenue in an adjacent market. Clarity produced a market study on this adjacent market, including market size, application segmentation, customer requirements, and potential synergies with the client’s established business.

SITUATION The Client is a manufacturer of dispensing equipment used in JanSan, warewash, laundry, water treatment and other applications. Clarity was engaged to produce a study identifying the universe of volumetric metering and dosing equipment types and applications - with high level analysis of each market including size, key players, and trends.

“We are an active acquirer having completed eleven acquisitions over the past eight years, five of them sourced by Clarity. We know how difficult it is to develop high quality acquisition opportunities. Clarity is very effective at identifying appropriate targets and developing a dialog with closely held businesses.” – Mark Anderson, President/CEO, Pro Mach, Inc.

“Argosy Private Equity has relied on Clarity for assistance in performing due diligence for potential acquisitions including customer due diligence, market intelligence and competitive positioning reviews. In the course of one such assignment, Clarity was able to dissuade us from pursuing a problematic acquisition while unearthing a candidate which has proven to be an accretive acquisition. Clarity has been professional, responsive and creative in providing its services. “ – John Paul Kirwin, III, Founding Partner. Argosy Private Equity

Case Studies

Testimonials

OUTCOME Clarity presented our findings to management and facilitated consensus around the strategic merits of entering the adjacent market. In Phase 2, Clarity leveraged our intimate understanding of this niche market and our ability to explain our client’s strategic rationale for entering the space.

Clarity opened a proprietary acquisition dialog with several approved acquisition

candidates and supported a deal that has delivered excellent results over time.

OUTCOME Clarity presented our findings to management, which honed its focus on several end markets and specific companies with a strong positioning in these areas. This research enabled the client to justify an elevated level of interest in animal health medicators and hone

their focus on specific acquisition prospects,

which yielded an acquisition in this space.

www.claritycorporategrowth.com 421 N Aurora St | Ithaca, NY 14850 T: 607.272.1830 | F: 607.272 .1927