Epiphany Family Enterprises
— Overview
Epiphany Family Enterprises is a family-owned search fund acquiring and operating its first small business. Our team ran two parallel workflows. First, a competitor and pricing analysis to support the recent acquisition: mapping 200+ potential competitor locations, defining a model customer persona to guide outreach, and contacting each location directly to gather primary data behind a final pricing recommendation. Second, a structured acquisition guide for the next deal: a weighted target matrix scoring firms on financial health, operational history, and geography, paired with a tracker linking each target to contacts, estimated valuations, and a formal outreach campaign. The engagement closed with a strategy memo synthesizing methodology, prioritized recommendations, and a high-level view of the market landscape.
— 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
