Our comprehensive suite of value-added services spans the entire private capital markets spectrum, encompassing deal origination, thorough evaluation, and diligent portfolio monitoring, all of which empower investment professionals to stay at the forefront of the industry.
Evaluating the exit opportunity and finding a potential buyer in a secondary buyout.
Read MoreEnhancing revenue by Cross Segmentation and Cross selling and using time series model and artificial neural networks to predict revenue that is likely to have resulted from newly identified segments.
Read MoreCombine Alternative data into financial modeling to provide a clearer picture of the target company’s performance and its potential.
Read MorePreparing a comprehensive database of all mid and large corporates across the sectors and profiling companies based on their affiliations, company financials and valuation ratios.
Read MoreImproving Portfolio companies’ performance by uncovering business insights within ERP systems.
Read MoreOptimized the recruiting process of potential candidates from a large pool of profiles
Read MoreDeveloping a predictive model to forecast Sales demand of a Portfolio Company.
Read MoreAnalyzing unstructured data from third-party sources like foot traffic, visitors, nearby amenities, and reviews etc. to get an insight on property price, rental yield, price appreciation, and occupancy rate.
Read MoreBuilding an optimization model for a portfolio company to solve complex distribution network problems and providing optimal solutions for better positioning of its warehouses to minimize delivery time and costs across the entire network.
Read MorePreparing a transaction analysis sheet detailing industry and company research including financials with projections, relative valuations, and competitive landscape.
Read MoreComputing the valuation multiple to exit based on trading comps and precedent transactions.
Read MoreWe provide similar solutions in AWS, Google Cloud and Salesforce
Read MoreOptions | Potential Actions | Pros | Cons |
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Option 1: STAY / SEEK GROWTH |
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Option 2: EXIT / SEEK LIQUIDITY |
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JMI worked closely with senior team members in creating an entry strategy for European Markets
A Middle Market Private Equity Firm.
Help monitor and improve portfolio companies’ performance by uncovering business insights within ERP (Enterprise Resource Planning) systems.
JMI’s solution comprised of the following approach:
A mid-market private equity fund wanted to invest in a US-based digital lending fintech company. Historically, the PE fund relied upon traditional, manual, and defensive methods of due diligence. The fund wanted to get deeper data-driven due diligence insights on the company’s products, market positioning, customer beliefs, and organizational culture. JMI's data analytics team was roped in to leverage the JMI data analytics platform to get actionable insights on four broad areas, which included:
JMI's proprietary models and data aggregation platform produced unique and powerful insights on business revenue and margin performances based on raw transaction-level data along with core business capabilities and market drivers such as production capacity, sales and distribution KPIs, cash flow, and potential trends in the competitive market, etc.
The JMI data analytics platform set up during diligence for investment evaluation was further extended to capture the company’s everyday business intelligence in order to retain the key insights and data sources that underpinned the deal thesis and value creation plan over the investment cycle.
The PE fund wanted to understand the customers’ perceptions of the various company products and their competitive positioning in the market. They specifically wanted to leverage the JMI data analytics platform to gain deeper insights into customer views for various products using social networking websites and understand product positioning relative to competitors.
JMI analyzed the cost of customer acquisition across different marketing channels of the fintech company and provided specific insights on.
The client wanted to understand the potential contributions made by a customer to company’s revenue across the years to estimate the customer lifetime value and gain deeper insights on customer mix which could contribute to higher revenues in the future.
The PE fund was facing difficulties in getting insights into the organization’s culture. They wanted to get a clear picture on employee beliefs towards the target company and predict employee attrition rate. They further wanted to analyze the correlation between attrition rate vs employee experience, salary and education background, etc.
A large private equity fund whose 30% of portfolio comprised of e-commerce companies reached out to JMI to leverage its data analytics capabilities to identify actionable insights to increase gross sales for portfolio companies. Its specific briefs were to:
JMI’s solution comprised of the following three-phased approach:
The client was a growth equity firm partnering with B2B software companies with a track record of 25+ strategic investments and 19 successful exits. The client wanted JMI to help them improve and streamline their deal-sourcing process. The criteria for identifying investment opportunities were as follows:
JMI was involved in the end-to-end process of deal sourcing, including:
The outcomes achieved were the following:
Our client, one of the top 5 tech companies in the world, wanted to:
The client was very pleased with the final product, particularly around the much lower cost and ease of administration. Additional iterations of the platform are already being seamlessly deployed, with the underlying infrastructure able to handle any amount of additional data or load from end users.