Epiphany Family Enterprises
Family-owned search fund
Focus
StrategyFinanceOperations
— Overview
Supported EFE's first acquisition with a competitor and pricing analysis (200+ locations mapped, customer personas, primary research) and built a weighted acquisition playbook (target matrix, outreach tracker, strategy memo) to source the next deal.
— Deliverables
- ✓Competitor database mapping 200+ locations across the relevant market
- ✓Model customer persona to guide direct competitor outreach
- ✓Primary data collection and cleansed master dataset behind a final pricing recommendation
- ✓Weighted acquisition matrix scoring targets by financial health, operations, and geography
- ✓Acquisition tracker linking target firms to contacts, estimated valuations, and outreach status
- ✓Strategy memo synthesizing methodology, recommendations, and market landscape
- ✓Final presentation and supporting deliverables
"Highly productive and professional. The team was able to quickly understand and synthesize the problem and present a variety of well-researched and analyzed solutions.... The team handled a lot of data collection for us that we did not have time to do and then analyze that data in a useful way, saving us a whole lot of time and providing materially valuable insights that we can use in the operations and strategy for our company.
Thayer & Emily WadeFounders, Epiphany Family Enterprises