Client Success Story

Create a Growth Strategy

A new CFO turns to Gartner for support in building board-ready capital allocation and M&A strategies.

Business challenges

Having been recently acquired by a private equity firm, the organization hired a new CFO to take advantage of more aggressive growth opportunities. The CFO had six months to develop a leading-edge capital allocation and M&A strategy to present to the board.

Gartner solution

Gartner was able to:

  • Present the client with best practices from leading “efficient growth” companies
  • Introduce guides on performing a midcycle CAPEX review and screening capital investments
  • Guide the client in using customizable tools and templates on M&A, tax and cultural due diligence
  • Discuss the client’s draft strategy; provide feedback and recommend improvements 
  • Help the CFO create a comprehensive strategy that addressed M&A approach, targets, pipeline and how to build internal capabilities to support the strategy
Business impact

Gartner helped the client build a comprehensive strategy that was backed by the board. The client credited Gartner with the plan being completed in half the expected time.

Client snapshot
  • Private company
  • Technology industry
  • Global
  • <$1 billion
  • <1,000 employees

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