Investment Narratives That Win

Back at Meridian Advisory, you're supporting a private equity firm evaluating the acquisition of a mid-size industrial automation company. You have completed your research and analysis covering commercial, operational, and financial aspects.

The investment committee now expects a crisp, client-ready narrative explaining the case for acquisition. Your task is to use AI to transform your key findings into investment messages and then structure them into a compelling SCQA storyline.

Key findings from the analysis (click to expand)

> Core market growth at 8% per year, expected to reach €4.2 billion by 2028, with adjacent segments adding another €600 million of potential expansion.
> Sales coverage is 30% below optimal levels (85 reps vs. benchmark of 120). Win rates trail peers by 10 percentage points (28% vs. 38%), translating into €35-45 million in missed annual revenue.
> Customer retention reaches 92% when service contracts are bundled, compared with 78% for product-only customers; churn reduction could add €12-15 million in recurring revenue over three years.
> EBITDA could grow 25-30% through commercial uplift (€18-22 million), service attach rates rising from 32% to 55%, and pricing discipline restoring 2 percentage points of margin.