Share
THE SITUATION
- A B2B digital marketing solutions provider, looking to expand into new verticals and geographic markets, engaged
Stax
to develop a framework to help prioritize growth opportunities, both in the near term and on an ongoing basis.
THE ASSIGNMENT
- Stax conducted several phases as part of the engagement:
- Prioritization of current opportunities, eventually settling on three that would be run through the framework.
- A high-level assessment of each opportunity through primary and secondary research in order to gain a macro perspective with micro-level insight on markets of interest. Along with the secondary research, Stax conducted targeted field research with potential customers to analyze the end market and quantify the addressable market size, demand for products, and price sensitivity.
- On-site working sessions with the leadership of the client to collaboratively develop a framework to identify and assess growth opportunities in new vertical and geographic markets with the client’s core strategic goals and operating metrics in mind.
THE BENEFITS
- The framework and high-level assessments narrowed the list of opportunities to one that would be subject to a deep-dive evaluation.
THE FINDING
- The final deliverable assessed three verticals in the United States and elsewhere as growth opportunities. Stax research outcomes served as inputs to customized adoption models and included criteria such as target customers, adoption rates, and willingness to pay.
- The resulting strategic framework would allow the client to evaluate growth opportunities in light of its core strategic goals, both now and in the future.
Read More
In this recent Reuters special report, Phil Dunne highlights why automakers struggle to match Chinese carmakers—but still hold key advantages, especially in Europe. Click here to read more.
Stax has been named a finalist in the 2025 Real Deals Sustainable Investment Awards, recognized in the category of Due Diligence Provider of the Year. Click here to learn about the award.
F&B investor focus is shifting—from trend-driven categories to value-added processing and resilient retail channels. In 2025, stability is the new premium. Click here to read more.
Florent Jarry discusses how the real value in B2B events lies beneath the surface. Learn how investor success hinges on format mix, data maturity, and alignment with management ambition.
Stax Provides Sell-side Support to Peak Rock Capital on its Sale of Amtech to Vista Equity Partners
Stax congratulates Peak Rock Capital on its recent sale of Amtech Software, a leading provider of industrial software to the global packaging industry, to Vista Equity Partners. Read more here.
Stax supported ProfitSolv, a practice management software & payments provider, on its recent investment co-led by FTV Capital and existing investor Lightyear Capital. Read more.