The challenge
The client aimed to assess the acquisition potential of a robotic welding solution by evaluating core and adjacent market opportunities, market defensibility and scalability, and geographic differences in adoption and customer behavior. This required a rapid and rigorous diligence process across diverse global markets and a complex competitive landscape.
The solution
BCE Consulting delivered a structured and data-driven diligence process that combined quantitative analysis with qualitative insights.
Key activities included:
- Market segmentation and sizing: Developed a bottom-up estimate of robotic welding adoption across key end markets and adjacent sectors.
- Primary research: Conducted expert and customer interviews to capture international market nuances and purchasing criteria.
- Competitive and strategic assessment: Evaluated the target company’s positioning, scalability, and defensibility within the global welding industry.
BCE also developed a follow-on strategy framework to support continued validation and expansion of the findings after the diligence phase.
The results
BCE’s analysis confirmed that the robotic welding solution represented a strong and defensible growth opportunity. The diligence provided a robust market forecast and penetration model and validated the acquisition potential. BCE’s analysis also raised questions about the target’s scalability related to business model and channel challenges, as well as competitive dynamics and customer fragmentation. Ultimately this work informed the client’s target valuation framework.
