Case Study 1

ECI Partners - Project 1 (Nov 23) - Due Diligence

Problem

ECI Partners, a mid-market PE fund, asked me to conduct a Commercial and AI Due Diligence on a business in the Media Sector with approximate revenues of £80m and operating profit of £15m.

Action

This was a two week strategy project during which I conducted the following activities:

  1. Review IM / CDD

  2. Review further relevant commercial and strategic documentation from the target business

  3. Desk research - assisted by safe use of AI tools

  4. SME interviews in the sector

Impact

The output was a 15 strategy document which raised one Amber flag for discussion. The document addresses the following questions:

  1. What can AI / Generative AI do in this sector?

  2. To what extent will this business be disrupted?

  3. How will this business be disrupted (established and emerging competitors)?

  4. AI Risks and Opportunities

  5. Is Data a defensive moat?

  6. Summary perspective

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2. Spruce (Nov 23) - Investment Memorandum