Project background:

A metal smelting enterprise is a large-scale enterprise specializing in the smelting and processing of copper, aluminum, zinc and other non-ferrous metals. It has multiple production bases and sales networks and is one of the leading non-ferrous metal producers in China. The company plans to implement a number of expansion and transformation strategies in the next five years, including increasing production capacity, expanding new products, exploring overseas markets, and acquiring competitors to increase market share and competitiveness.

Customer pain points:

The company faces the following main issues when developing its investment strategy:

-Lack of in-depth understanding of the target market, unable to accurately assess the impact of market demand, competitive landscape, policy risks and other factors on investment returns;

-Lack of a comprehensive assessment of the target enterprise, unable to judge its financial situation, operating capacity, technical level, legal compliance and other aspects of the advantages and disadvantages and potential risks;

-Lack of scientific design of investment plan, unable to determine the reasonable investment scale, mode, timing, price and other key elements, as well as effective risk control measures.

Project purpose:

In August 2023, the company commissioned Shangpu Consulting to provide professional business investment due diligence services to help it solve the following main purposes:

-Provide comprehensive research on the target market, including market size, growth trend, demand structure, competitive situation, policy environment, etc., as well as market forecast in the next five years;

-Provide them with a detailed assessment of the target company, including financial status, operating status, technical level, legal compliance, etc., as well as comparative research with industry averages and competitors;

-Provide them with suggestions on the optimization of investment plans, including investment scale, mode, timing, price, etc., as well as risk identification and avoidance strategies.

Research object:

The research objects of this project mainly include the following three categories:

-About 20 interested parties in the target market, including industry associations, experts and scholars, government departments, downstream customers, upstream suppliers, etc;

-About 30 internal personnel of the target enterprise, including senior managers, core team members, employees in key positions, etc;

-About 10 external personnel of the target enterprise, including competitors, partners, intermediaries, industry media, etc.

Project Content:

The project mainly includes the following four aspects:

-Market research: by collecting and researching all kinds of data and information, conduct a comprehensive research on the target market, including market size, growth trend, demand structure, competitive situation, policy environment, etc., and make market forecasts for the next five years according to different scenarios;

-Enterprise evaluation: conduct a detailed evaluation of the target enterprise through interviews and review of various documents and materials of the target enterprise, including financial status, operating status, technical level, legal compliance, etc., and conduct comparative research with the industry average and competitors;

-Investment advice: according to the results of market research and enterprise evaluation, to provide customers with investment plan optimization advice, including investment scale, mode, timing, price, etc., as well as risk identification and avoidance strategies;

-Due Diligence Report: Organize the above contents into a professional due diligence report, including project status, market research, enterprise evaluation, investment advice, risk research and other chapters, as well as relevant data forms, charts, attachments, etc.

Project Value:

The value of this project is mainly reflected in the following aspects:

-Provide customers with in-depth understanding of the target market, help customers grasp market opportunities and challenges, and improve the scientificity and effectiveness of investment decisions;

-Provide customers with a comprehensive assessment of the target company, help customers identify the company's strengths and weaknesses and potential risks, and improve the predictability and sustainability of investment returns;

-Provide customers with investment plan optimization advice, help customers to determine reasonable investment conditions and requirements, improve investment efficiency and effectiveness;

-Provides opportunities for Shangpu Consulting to demonstrate its professional capabilities and service levels, enhances the relationship and trust with customers, and enhances the company's brand image and market reputation.