BUILDING SYSTEMS & CONSTRUCTION PRODUCTS

Building systems and construction products is a complex industry defined by diverse factors that can drive cyclicality, concentration of profit pools, and unexpected investment returns.

Core Commercial Due Diligence (CDD) topics will typically include: Channel dynamics amidst complex logistics; Regulatory issues at multiple levels; Labor dependencies; Supply chain disruptions or resilience; Complex decision-making processes at customers, laborers (with powerful trades, union dynamics, etc.); Varying vulnerabilities to cyclicality factors; Significant technology (material science, engineered solutions, and IT) disruptions; Business model transformations with balance sheet implications (CapEx to OpEx conversions, etc.).

Of course, all the above are subject to significant sub-segmentation of customers and competitors with varying and competing business models. Whether you are considering investing in equipment, materials, assets, or services (whether aftermarket, installation, or advisory services), it is critical to research the matters bespoke to that business, and to avoid “boiling the [construction] ocean.”

Utilizing investigative interviews with the trades, designers and engineering consultants (EPCs, MEP consulting engineers, architects, etc.), and end-customers, Matters Graph has experience digging deep into the prospect, unpacking the unique (to the target) and common to the sector business models, and positioning and brand equity of a target’s goods and services, providing ground-level insight into purchasing decisions, differentiators, channel behavior, market size and more.

Matters Graph has supported a wide range of acquisitions across core construction materials and tools, systems, technology (including software, hardware, and embedded systems), materials, services, and more.