Elevating Your Success in Sell-Side Transactions: What Sets Ducker Carlisle Apart for Investment Banks

Elevating Your Success in Sell-Side Transactions: What Sets Ducker Carlisle Apart for Investment Banks

How Strategic Partnerships and Expertise Drive Value in Investment Banking Transactions

When positioning clients for success in the investment banking realm, the choice of a strategic partner  can significantly impact the ease of achieving a smooth process with maximized value. By integrating data-driven insights, deep industry expertise, and unparalleled business acumen, we we help position your clients for success during the transaction process.

Industry Expertise and Strategic Insight

Ducker Carlisle’s seasoned team of professionals brings forth a wealth of experience in executing sell-side transactions across diverse industries and market landscapes including industrials, transportation, infrastructure, manufacturing, and business services and market landscapes. Our deep-rooted understanding of industry trends, market outlook, and opportunities for future growth helps position your clients with confidence and clarity to prospective acquirers. 

Pioneering Innovation for Enhanced Deal Execution

Ducker Carlisle embraces a forward-thinking ethos that integrates technology, data analytics, and market intelligence to deliver specific and meaningful insights. meaningful insights. By harnessing the power of advanced tools and methodologies, we help address questions from potential acquirers before they are asked and help to clarify the value of your client’s business to set the state for a successful transaction, setting the stage for transaction success.

Commitment to Client-Centric Solutions and Collaboration

At the heart of our philosophy lies a steadfast commitment to collaborative partnership. Ducker Carlisle’s client-centric approach ensures Investment Banks and their clients have an end-to-end experience that is tailored specifically to their needs.  Our approach relies on a customized scope designed to meet the unique needs of sharing the client’s story, vision, and future opportunities for growth with prospective acquirers.  Our experience in leveraging this model creates a process that fosters open communication, transparency, and eases the burden on clients during the transaction process.

Guiding Investment Banks Towards Unprecedented Success

In conclusion, Investment Banks looking to effectively position their clients, and achieve strategic success can find a trusted partner in Ducker Carlisle. With deep industry expertise, advanced research resources and technology, and a client-centric approach we are a preferred partner for Investment Banks.

Elevating Business Performance: The Impact of Pricing Strategy on Private Equity Buy-Side Operations

Elevating Business Performance: The Impact of Pricing Strategy on Private Equity Buy-Side Operations


Unlocking Value Creation: The Role of Strategic Pricing in Private Equity Growth

As private equity firms seek transformative growth within their portfolio, the strategic implementation of pricing strategies holds the power to significantly drive value creation and enhance the financial performance of portfolio companies. Pricing strategy evaluation can be a cornerstone to the post-close 100 day plan but can also be part of diligence providing early insights to growth opportunities and as a path to better understanding competitive positioning of the future portfolio company.

Driving Margin Expansion and Value Creation

The strategic deployment of pricing strategies on the buy-side has emerged as a potent tool for private equity firms to achieve substantial margin expansion within their portfolio companies. Through meticulous pricing optimization, private equity entities can influence pricing dynamics, fine-tune revenue streams, and elevate the financial performance of their acquired businesses. Empirical evidence suggests that well-crafted pricing strategies can yield margin expansion in the range of 3% to 7% within a relatively short time frame, underscoring the potential for tangible value.

Harnessing Pricing Strategies for Buy-and-Build Initiatives

In the context of private equity buy-and-build strategies, the application of pricing strategies is pivotal in accelerating revenue growth and driving margin expansion. By seamlessly integrating pricing optimization across the platform, private equity firms can realize synergies, unlock operational efficiencies, and propel portfolio companies to enhanced profitability. Furthermore, optimized pricing strategies in roll up scenarios can establish a pattern of sustained growth and improved margins, potentially culminating in heightened exit valuations2.

Unleashing Business Segmentation Pricing Power

By delving into the intricacies of pricing dynamics at a granular level—utilizing segmentation by customer type, product line, and geography, product lines, and geographic domains—private equity firms can unlock profound value-creating potential within their investment portfolio. This approach enables differentiation within the base allowing for agile price adjustments and the ability to capitalize on evolving market trends., and the agility to capitalize on evolving market trends, thereby strengthening the competitive positioning of portfolio companies3.

At Ducker Carlisle, we believe in the transformative potential of pricing strategy within private equity portfolio companies. Our collaborative approach combines deep industry expertise, advanced analytics, and forward-thinking technology to produce specific pricing strategies tailored to the portfolio company’s defined growth strategy. In conclusion, the strategic implementation of pricing strategies imparts a transformative impact on private equity buy-side operations, anchoring the potential for profound margin expansion, value creation, and sustained growth within the investment portfolio.

Sources:

EY. “Five ways private equity can unlock the power of pricing.” ey.com

McKinsey & Company. “Pricing the next frontier of value creation in private equity.” mckinsey.com

ScienceDirect. “Pricing and value creation in private equity-backed buy-and-build (B&B) strategies.” sciencedirect.com

Discover What Matters to Your Customers with Ducker Carlisle

Discover What Matters to Your Customers with Ducker Carlisle

Empowering Business Success Through Customer-Centric Insights: The Ducker Carlisle Approach

At Ducker Carlisle, we understand the critical importance of placing the customer at the heart of everything a business does. To achieve that level of customer-centricity, it is crucial to have a comprehensive understanding of customer needs, expectations, and desires. This is where our experienced market research consultants can help you. Through our global Voice of Customer (VoC) programs, technology-enabled research communities, robust segmentation, and persona development, we can help you supercharge your customer-centric strategies and gain a deeper understanding of what truly matters to your customers.

Customer-Centricity Starts with Understanding Your Customers

To deliver exceptional customer experiences, businesses need to understand their customers at a granular level. This is where market research plays a critical role, guiding companies in the development of meaningful, impactful customer interactions. At Ducker Carlisle, we take a comprehensive approach, utilizing both qualitative and quantitative research to help you understand your customers’ needs, expectations, and desires. Our expert consultants work in close collaboration with you to help you gain invaluable insights that can help you optimize everything from product development to customer engagement strategies.

Global Voice of Customer (VoC) Programs: Connecting You to Your Customers

To truly understand what matters to your customers, you need to capture, analyze, and leverage their feedback in a meaningful way. Our global Voice of Customer programs provide a comprehensive framework for soliciting customer input and feedback, allowing you to uncover critical insights that can inform critical business decisions. With our expertise, you’ll be able to build a deep understanding of your customers’ needs, pain points, and expectations, empowering you to develop strategic initiatives that are tailor-made for what matters most to them.

Technology-Enabled Research Communities: Providing a Window into Customer Sentiment

Our technology-enabled research communities are designed to connect businesses with their customers in a unique and meaningful way. By leveraging state-of-the-art technology platforms, we help clients build customer communities that enable ongoing dialogue between businesses and their customers. This ongoing conversational feedback can provide invaluable insights into everything from customer satisfaction to emerging trends, offering businesses the agility and insight necessary to remain competitive and responsive to evolving customer needs.

Robust Segmentation and Persona Development: Tailoring Strategies for Maximum Impact

Understanding customer needs is only half the battle. The other half is utilizing that knowledge to craft personalized, targeted strategies that resonate, engage, and ultimately drive success. Our robust segmentation and persona development capabilities enable clients to create detailed audiences based on customer needs, preferences, and behaviors. Armed with this information, we assist businesses in developing highly customized and engaging strategies that speak directly to their customers’ desires, propelling your customer-centricity to the next level.

Partnering with the Experts in Customer Insight and Innovation

At Ducker Carlisle, we are passionate about helping businesses achieve customer-centric success. We know that customer insights and innovation are the driving forces behind business growth and competitiveness. Our team is committed to providing clients with unparalleled insight, expertise, and collaboration, enabling them to connect with their customers on a deeper level and achieve sustainable success.

In conclusion, discovering what matters to your customers is an essential ingredient in building a successful, customer-centric business. At Ducker Carlisle, we are ready to be your trusted advisor, guiding you towards a better understanding of your customers’ needs and providing solutions that connect, engage, and resonate. Whether you need help with global Voice of Customer programs, technology-enabled research communities, robust segmentation or persona development, you can count on Ducker Carlisle to help you build meaningful and impactful strategies that supercharge your customer-centricity. Contact us today, and let us help you achieve success by putting your customers at the center of everything you do.

Ducker Carlisle Celebrates 2024 Promotions for Global Team

Ducker Carlisle Celebrates 2024 Promotions for Global Team

Ducker Carlisle is pleased to recognize outstanding achievements by global team members this year. DC’s leadership team celebrates the collective accomplishments as well as individual successes and contributions by so many of our team members. 

Rachel Lerner is promoted to Senior Coordinator, HR and Talent. Rachel joined our HR team in October of 2022 and has quickly shown herself to be as versatile as she is talented. Rachel has an unfailingly positive and can-do attitude. No task is too big or too small and nothing is outside her job description. From recruiting, to training, to driving and embodying our culture, Rachel does it all with a smile – including jumping in to support project work when needed! Hard working, effective and organized, Rachel thinks strategically but also has a keen eye for detail. She is a confident and strong communicator, an absolute joy to work with and a fantastic member of the team.

Saher Salib is promoted to Senior Accountant in Finance. Saher is instrumental for the financial operations in Europe and continues to be the main resource for the European offices to work in close collaboration with the global Finance team. He has taken on increasing responsibility in the accounting department and provides several reports for the monthly accounting closing.

Irene Morales is promoted to Senior Researcher in Customer Insights. Irene has shown exemplary work in the Fieldwork Center. She brings years of industry knowledge and experience to the table, while working diligently to help spread that knowledge with coworkers. Her bright personality and zest for company collaboration aligns perfectly with Ducker Carlisle’s core values. Irene has showcased her ability to take on new tasks with a positive outlook. She is consistently striving to improve her skillset in multiple areas, while also bringing added value to the team with her bilingual capabilities.

Brad Kwalton is promoted to Analyst 2 in Market Intelligence. Brad joined Ducker Carlisle a little over a year ago and has excelled in learning DC processes and building a strong skillset that has made him successful in a wide breadth of project types across multiple industries. Brad brings a positive attitude, takes the time needed to complete work, and has a curiosity which has allowed him to have strong primary and secondary results. Brad has consistently been relied upon to take on larger roles on projects and is always prepared for meetings (both internally and with clients) and discussions to ensure a fully rounded report is completed. Brad consistently produces high quality work, is reliable, professional, and has been a pleasure to work with.

Catalina Girard has been promoted to Analyst 2 in Market Intelligence. Throughout 2023, Catalina was instrumental in the successful execution of off-highway parts and pricing projects, significantly enhancing the quality of outcomes delivered to Ducker Carlisle’s key accounts. She has demonstrated a marked increase in her ability to independently conduct research on pricing studies, showcasing her robust analytical abilities and solid presentation skills. Catalina has become an indispensable asset to our off-highway vertical in the EU, playing a pivotal role in the internal growth and development of this team. 

Jeannette van Arkel is promoted to Analyst 2 in Customer Insights. In 2023, Jeannette contributed to several Ducker Carlisle successes, both internally and for our clients. Her most recent successes consisted of quickly developing the ability to manage research pricing studies with a strong professional attitude towards our clients. Jeannette is praised for her consistency and efficiency in delivering high quality results in a time and budget efficient manner throughout all the projects she is involved in, always with a positive can-do attitude.

Subuhi Karim is promoted to Analyst 2 in Customer Insights. In her 3-year stint Subuhi’s professionalism, consistency, willingness to expand her horizons, and dedication has helped her become an integral member of the India Customer Insights team. She is a role model for her juniors/peers and a dependable team member for her managers on the India team.

Kapil Varma is promoted to Senior Associate Consultant in Strategy & Operations. Kapil joined us just over a year ago and has shown continued growth in his consulting skillsets, particularly over the course of the market size and share projects that he worked on. He is technically strong and has an unflappable and good-natured demeanor. Kapil is a hard worker with a good attitude, and he is highly self-aware which enables him to focus on his known strengths and also climb the learning curve quickly.

Sam Smith is promoted to Senior Associate Consultant in Strategy & Operations. Sam joined us as an intern in the summer of 2022 and then joined us full time in June of 2023. Throughout his internship and then in just the short time he has been with us as an Associate Consultant, Sam has shown himself to be incredibly driven, diligent and hardworking. He will do whatever it takes to make sure that we are delivering the best quality deliverables and outcomes for our clients. Sam is professional, has strong client facing skills and he is quick learner who picks up new skills and concepts rapidly, maximizing the value he adds to each of his project teams.

Jared Nadolski is promoted to Senior Analyst in Market Intelligence.  Jared has earned the trust of managers and sellers in multiple areas of project execution across a broad range of Research and Advisory assignments and Market Intelligence processes. Jared’s output is consistently high quality and well-validated. He has directly and professionally delivered presentation content and helpful ad hoc feedback to clients, taking independent ownership of key project objectives, addressing core client business issues, and adding value to team findings. Jared has demonstrated strong modeling and document creation skills, and is a collaborative, engaged, and trusted teammate, bringing energy and extra effort to each assignment.

Nick Bushon is promoted to Senior Analyst in Market Intelligence. Since joining the firm, Nick has become one of the leading analysts for primary outreach, ranging from highly quantitative outreach to more detailed one-off calls to targeted respondents to fill in analysis gaps for market models. In addition to primary outreach, he continues to expand his analysis work by supporting increasingly complex and unique market modeling requirements, partially leveraging previous work experience to provide new, critical thinking and analysis streams. These capabilities have resulted in Nick supporting a wide variety of project types on the Market Intelligence team, ranging from quick, two-week diligence project runs, to long-term European strategy projects, showcasing his wide range of skills in the process. Nick is a key team member in the Troy office, embodying the Ducker Carlisle spirit, enthusiasm, and work ethic, which has been critical in helping promote a strong office culture in Troy.

Thibaut Lagaronne is promoted to Senior Analyst in Market Intelligence. Thibaut has demonstrated strong engagement and multiple skills beyond the expectations of his role, including taking initiative on developing market models and reporting templates. Not only is he able to conduct insightful primary research, but he also shows strong leadership capabilities on many of his projects. He has effectively managed quotas and quality checks for project resources, both internal and subcontractors. Finally, Thibaut has demonstrated high-level analysis and reporting competencies on market intelligence projects, while developing great client-facing and presentation skills.

Priya Behani is promoted to Senior Analyst: Data Analysis Specialist in Customer Insights. Priya plays a pivotal role in enhancing the Customer Insights capabilities of the global team and is a strong liaison between Europe and India, ensuring seamless communication across continents. As a mentor, she has significantly contributed to the growth of several junior team members. Priya’s autonomy and critical thinking shine in quality control and analysis, where she ensures precision and excellence. Her swift adaptation to technical tools such as Tableau and Power BI, reflects her eagerness to expand her skills. Operating with autonomy in partner management, Priya excels in external collaborations. Her diligence, reliability, and positive attitude make her a valuable asset in delivering successful outcomes consistently.

Anirudh Ramanathan is promoted to Consultant in Strategy & Operations. Anirudh joined us in July of 2022 and has progressed quickly.  Anirudh is rock solid and highly dependable. He is a utility player, versatile in his abilities – he can work effectively on projects of all types requiring varied skills and expertise – flexing from high level strategic thinking and story building to detailed and complex analyses using Python. He works very autonomously and is open to feedback, taking ownership when things go wrong. Anirudh is exceptionally polished and professional and has been able to develop relationships with clients who are similarly impressed with him.  

Kyle Spencer is promoted to Consultant in Insights. Kyle has been with us less than a year, yet despite his short tenure, Kyle has already shown himself to be a highly valuable member of the team. Kyle thinks strategically and he can take ambiguous direction and turn it into exactly what is needed. He has worked across a number of different projects and areas and has shown himself to be a quick study who figures things out and gets the job done with high quality. Kyle is professional, reliable, his work is on time, and he has good process. He works through comments on decks effectively and he also has very good slide construction, seeming to have an innate understanding of the type of information to prioritize. Kyle has a great attitude and is a pleasure to work with.

Neel Vidwans is promoted to Consultant in Strategic Solutions. Neel joined Ducker Carlisle in October of 2022 and is developing at an accelerated rate. He is incredibly hardworking, very professional and a highly effective communicator both internally and externally. Neel’s polish is notable and is evidenced in the skill he brings to presenting findings to clients. He rises to the occasion and does whatever he needs to do to ensure high quality work and deliverables. His technical abilities are strong, and he is able to work with highly complex models and quickly manipulate them based on client feedback. Neel’s adaptability and his ability to fill whatever role is needed is a great strength. Neel is intelligent, he has good business acumen, he provides valuable input, and he thinks quickly on his feet.

Trevor Bellino is promoted to Consultant in Strategic Solutions. Since joining us just over a year and a half ago, Trevor has quickly developed into a strong consultant, consistently displaying his abilities and willingness to do whatever it takes to ensure client delight.  He is driven, diligent and gritty and will figure out how to do anything and everything asked of him. He juggles multiple tasks, projects, and priorities with the grace of someone much more seasoned than he is. His analytical abilities are very strong, and he is becoming very capable with deck work and storyline development. Trevor is a quick study, he picks things up rapidly, assimilates them into his skillset and uses his knowledge effectively. Trevor is a joy to work with, consistently bringing good nature and fun to the office and the team.

Andrew Livingston is promoted to Senior Consultant in Strategic Solutions. Andrew joined us in May of 2023 and has quickly become a very valuable member of the team supporting our work at the cross-section of our Pricing and Advisory practices. Andrew is diligent and driven and he is motivated to learn and continue to grow. His presentation and slide development skills are strong, and he is continuing to make strides technically. Andrew has a high level of attention to detail and has the right professionalism, demeanor and client readiness for continued success. He is extremely hard working, well-liked and a joy to have on the team.

Andrew Watson is promoted to Senior Consultant in Strategy & Operations. Andrew has been with Ducker Carlisle for two years and he continues to do an excellent job as he progresses in his career here. Having spent time working in Insights and now in Strategy & Operations, his understanding of the subject matter in the areas we work is strong. Andrew excels at synthesizing huge amounts of information and distilling them down for communication to clients. His recommendations are astute, and his story-lining is strong.  Andrew is very professional, and he works quickly and efficiently without sacrificing quality, which is always very high. Andrew is eager to learn and is intellectually curious, enabling him to thrive in different areas of our business.

Marlies Kool is promoted to Senior Consultant in Strategic Solutions. Marlies has been with the company since September of 2022. Since joining us, Marlies has worked on both our Strategy & Operations and our Strategic Solutions business units. She has grown and continues to grow her consulting skill sets and abilities and take on more responsibility. Marlies is self-driven, exhibits good time management, she gets help when needed, and her analytical skills are very high level. Marlies is a strong communicator and is beginning to use those skills in client presentations. She is a pleasure to work with and is a great presence in the office and on the team.

Peyton Wilson is promoted to Senior Consultant in Strategic Solutions. Peyton has a great technical toolkit which includes Python and Tableau and he excels not only in analysis but also in putting the data together and preparing it for clients. Peyton works exceptionally hard and has an unfailing commitment to getting the job done well. He has a great attitude and is a pleasure to work with.

Isabelle Kraft is promoted to Engagement Manager in Market Intelligence. Isabelle plays a critical role for the European Automotive practice. She not only delivers excellent in-depth interviews, with strong cold calling skills, but also has impressive analytical, reporting, and presentation skills. Isabelle proved throughout multiple projects that she is fully up to an Engagement Manager role. She took full ownership and responsibility for these projects, including outstanding client and team management. She has excellent communication skills and the ability to build great customer relationships. She proactively looks for optimizations in costs and delivery and identifies when respondents can be potential clients.

Alison O’Leary is promoted to Manager, Events & Client Experience in Insights. Alison has been at Ducker Carlisle since 2015 and has become a highly capable and experienced member of our Events & Client Experience team. She has consistently taken on greater responsibility and ownership, specifically with NASB and EVAB. She continues to work with conference sponsors and to expand her responsibilities there. Alison has good instincts and judgment, and she is driven, steady and capable. She is well-liked and respected by the team and clients alike.

Domenic Giachello is promoted to Manager in Strategic Solutions. Dom joined us in June of 2022 and has developed very quickly. Dom is able to work with minimal supervision on strategy development, data analysis and content creation. His technical aptitude alongside his ability to think strategically make him a well-rounded and highly valuable asset to any project. Clients look to Dom as a go-to resource and our ability to win follow on phases of work is a testament to Dom’s performance. Dom is an exceptionally hard worker and is always looking to learn from and leverage the expertise of those around him to accelerate his growth. He is also a fantastic member of the team from a culture perspective. He is a great presence in the Boston office. He is a good manager for junior staff, he participates in internal activities and initiatives, and he is a joy to work with.

Ellery Bourgeois is promoted to Manager in Strategy & Operations. Ellery joined Ducker Carlisle in September 2021 and has, in the past few years, developed into a very strong consultant. Her work is extremely high quality, and she is able to juggle a lot and prioritize appropriately.  Ellery has shown a solid ability to manage junior resources and help them learn and grow quickly. Ellery is a strong presentation developer as well as speaker and presenter. Ellery continues to gain comfort and subject matter expertise across more areas of our business, and she is a great listener who can hear something once and then operate autonomously. Ellery is highly reliable, and the team and our clients trust her a great deal. Teams across the company love working with Ellery, who always pitches in wherever she is needed with a smile on her face and the best attitude around.

Liz Hastings is promoted to Manager in Strategy & Operations. Liz joined the company two years ago and during her time here she has credentialized herself as a strong consultant, exhibiting deep subject matter expertise in operations and warehouse assessment work. Liz asks good questions that show depth of thought. She works hard, is energetic, is astute, and she has excellent observation skills and intuition. Liz is smart and is a quick learner who shows strength in synthesizing and processing information. Liz has a strong presence and develops good rapport with clients who like and respect her and the value she brings.

Will Murphy is promoted to Manager in Strategy & Operations. Will joined us in September of 2022 and has made excellent strides in both his consulting and subject matter expertise. He is a pleasure to work with, he always has a positive attitude, he is hardworking and hungry to learn, and he shows good client facing skills and a desire to achieve client delight. Will is a very fast learner, especially technically. Will also has strong presentation skills, particularly when presenting technically where he can present complex analysis and concepts in digestible ways. Leaders across the company are impressed with Will and all that he brings to the job and to our team and office culture.

Chris Dias is promoted to Director in Strategic Solutions. Chris thinks critically and suggests alternate approaches that could add additional value or time reduction to our clients. Chris has a good and professional demeanor in workshops and client report outs, and he is an exceptionally strong communicator. He shows an impressive well roundedness and depth of expertise in market research, and he can help us bridge the gap on where market research meets pricing. Chris takes on any challenge and is invigorated by it. He is a strong mentor and teacher for our junior staff. He is results and client relationships focused – an excellent combination to drive his and the team’s continued success.

James Murphy is promoted to Director in Market Intelligence.  He has consistently performed at a high level on our most complex and challenging client assignments, demonstrating a high level of managed production bandwidth across Research and Advisory projects. He has built practice value by driving repeat client engagements with key customers as a trusted advisor. He has provided meaningful contributions to expertise qualification and closing of engagements in tooling and general manufacturing market opportunities. He is an advocate for, and acts as an example of, our best practices in project management and team development, including our recruiting process.  Further, James is actively engaged in proactive commercial activities to support the expansion of our exposure to clients focused on manufacturing processes as well as our overall Industrial practice.

Conor Boyle is promoted to Managing Director in Advisory. Conor has been an integral part of the Advisory growth story, driven by his significant bandwidth – leading multiple large, global initiatives in parallel, and has successfully integrated global team members into advisory engagements. Conor is also a vital member of the Corporate Development team and has been essential in collaborating with the global teams to ensure our outreach is fully vetted for fit and feasibility. Most importantly, Conor is a great team member, embodying our cultural spirit internally and externally.

Corbin Newquist is promoted to Managing Director in Strategic Solutions. Corbin has integrated rapidly and is leading our pricing assessment work for private equity clients from both a sales and delivery standpoint. Corbin’s work ethic is exemplary, he is an intellectually curious creative problem solver, and he is a great example of a team player, building bridges across the organization and earning the trust of senior leaders and clients alike. Corbin is also a fantastic people developer, coaching and challenging junior team members to grow and improve their skillsets and expertise.  

Abey Abraham is promoted to Managing Principal in our Automotive and Materials Practice. Since joining the company in 2006, Abey has demonstrated high performance in each of his roles and responsibilities at Ducker Carlisle. He has expanded the Automotive and Materials practice to serve corporate, advisory, and global industry associations, and has delivered multi-million-dollar annual revenue contributions each year through selling, delivering, and supporting automotive transactions for our leading corporate and PE clients. Committed to and passionate about all things transportation and mobility, Abey has advanced our brand recognition and industry relationships by taking part in extensive speaking events, expert panels, and many press activities. He has also held prestigious positions in the Society of Automotive Analysts, where he currently serves as Chairman and has recently introduced the Ducker Carlisle award for innovations in lightweighting. Most importantly, Abey is a cultural leader. He actively supports any-and-all who need it and is the first to jump in, whether to help win the business, execute the project, fulfill a commitment, or just help others succeed.  He lives our values daily and everyone benefits from working with him. 

Kurt Ranka is promoted to Managing Principal in Strategic Solutions. Kurt joined us two years ago with 25+ years of experience in aftermarket consulting, having spent the majority of his career with Accenture where he led their Aftermarket consulting practice for the Automotive and Industrial Equipment sector. Kurt exhibits both commercial and production excellence with a 2023 sales contribution of $5M+ and responsibility for the execution of $6M of project work. Kurt works across our practice areas effectively and is highly focused on developing new offerings and increasing collaboration between business units. Kurt is a strong contributor internally as well, leveraging his network in our recruiting efforts and developing his team so that they reach their potentials – everyone loves working with Kurt. In just a short time, Kurt has become a key leader of our Strategic Solutions team and of the company overall.

Ducker Carlisle Leadership Team Expands and Strengthens

Ducker Carlisle Leadership Team Expands with New Hires

Ducker Carlisle’s commitment to strengthening our leadership team is unwavering, employing a dual strategy of incorporating external talent and nurturing the growth of high achievers within our existing team. We are delighted to introduce the newest members of our team—Ashim Talukder, Jared Tate, and Kevin Sarb. These accomplished professionals joined Ducker Carlisle last month, contributing to our ongoing expansion and commitment to delivering increased value to our clients in 2024.

Ashim comes to Ducker Carlisle to launch our new Procurement and Manufacturing Excellence practice. This practice compliments our current Supply Chain Operations solutions. Ashim has had a long successful career at KPMG, and EY Parthenon. Ashim studied Engineering at Osmania University, has a Masters in Mechanical Engineering from the University of Akron, and an MBA from Case Western Reserve. Ashim is based in Troy, Michigan.

Jared is a new key leader in our M&A Advisory practice and is responsible for expanding our coverage of private equity firms on the West Coast. Jared previously worked at Bain & Company and LEK and brings a wealth of experience to best support our PE clients. Jared has a bachelor’s degree in business strategy from Brigham Young University. Jared is based in San Francisco, California.

Kevin provides additional depth and breadth for our research business line supporting corporate clients in North America. Kevin has been providing clients research and consulting solutions for over 15 years at Wilson Perumal, Blue Canyon Partners, and ZS Associates. Kevin has an undergraduate degree from Notre Dame, a master’s degree in economics from the University of Michigan and an MBA from the University of Chicago. Kevin is based in Chicago, Illinois.

As valued consultants for major global enterprises, Ducker Carlisle plays a pivotal role in helping our clients navigate complex issues and attain remarkable outcomes. We’re thrilled about the growth of our leadership team and eagerly anticipate the positive impact our new team members will bring to enhance client experiences.

View Ducker Carlisle’s Leadership Team

Heavy Equipment Dealers Prepare to Maximize Growth into 2023

Heavy Equipment Dealers Prepare to Maximize Growth into 2023

Heavy Equipment Outlook 2023

The Heavy Equipment industry is currently in the process of recovering from availability issues that have plagued the market for the past 12 months.  This has prompted many dealerships to begin to refocus and prepare for rapid future growth.  Ducker Carlisle has closely monitored market activity and through conversations with dealerships and end users in North America and throughout the world, has learned about the most recent market trends and growth strategies that will need to be considered by dealers as they develop growth plans for the remainder of 2023 and into the 2024 calendar year.

End Users’ Brand Decision Set Has Expanded

The availability issues experienced by leading OEMs has caused many end users to consider a wider variety of equipment brands when selecting a machine. Previously, many end users considered themselves to be loyal to a small group of OEMs and would often return to dealerships where they had existing relationships for machine purchases. However, the timing demands of construction projects required end users to adjust their decision process to ensure the equipment required for projects was in their fleet. This led many to consider new entrants to the market, including brands from China that have been actively working to gain a foothold in the North American market.

Coverage and Proximity Has Become Increasingly Important

Customers are less willing to drive long distances to visit a dealership for an equipment purchase or for maintenance and repair services. This has driven some OEMs to blanket high opportunity markets with many dealer locations. However, this has the potential to lead to inconsistencies in customer experience and high management costs for the OEM. An alternative is asking financially sound dealerships to strategically place locations in highly opportune locales within existing territories. This helps to bring the dealership to the customer without sacrificing the quality of service and support which they have come to expect.

Machine and Parts Pricing is Fluctuating Rapidly

Historically, dealers have been able to plan for annual or semi-annual price increases on machines and parts. This allowed dealers to confidently set pricing with end users and plan for healthy profit margins. However, the current market dynamics are requiring OEMs to change pricing more frequently to keep up with similar pricing activity for raw materials. Dealers must be able to quote prices on product that may not be delivered for weeks or months. This opens dealers to increased margin risk which has driven many to make changes in pricing practices to end users.

Ducker Carlisle has considered these market trends and now offers a bundle of services designed to provide territory specific information that feeds directly into your dealership’s business plan.

The Ducker Carlisle Heavy Equipment team is at the forefront of key trends impacting the industry. Ducker Carlisle’s unique expertise in running custom market research and consulting services helps clients address specific growth questions and business challenges.


Contact us to learn more about Ducker Carlisle’s Dealer Growth Support Package.

Download Full White Paper Here :

MEDIA CONTACT:

Amanda Smith

Senior Marketing Coordinator

asmith@ducker.com 248-644-0086

AWP China Market Dynamics

AWP China Market Dynamics

Aerial Work Platform in China market expected to grow rapidly in 2023

According to KHL senior editor Neil Gerrard, new analysis of International Construction’s Top 200 construction companies illustrates just how rapidly Chinese construction companies have grown their shares in the global construction market. In the past decade, Chinese construction companies have almost doubled the share of all the revenue generated by the Top 200. While in 2012 Chinese firms accounted for 23.2% of total revenue, it has rose to 44% in just a 10-year time frame.

Most recently, China has faced a slowdown in its economy chariot. The end of 2022 saw a gradual decline in confidence among construction buyers, with the Purchasing Managers Index (PMI) dropping to a score of 54.4 in December from 58.2 in October 2022. China has also seen a slump in its housing market, as the country’s leaders tightened up regulations on borrowing to build. But the market is now expected to grow steadily in 2023, as China eases rules on purchase restriction and borrowing again in many cities facing challenges of real estate property price falling, in the hope of resting a decline in property sales. Meanwhile, the country has removed its strict containment measures and opened again to normalize the economic and social activities at best.

World Bank and OECD stated they expected China’s economic growth to accelerate to 5.6% and 5.4% respectively in 2023, from 3% in 2022. Moody’s forecast 10% annual revenue growth for Chinese constructions firms, although margins would tighten related to companies’ exposure to the struggling property sector.

The competition in the China MEWP industry both for manufacturing and rental is highly intense. A few local manufacturers in China are moving to a rental model themselves, where they rent units to rental companies rather than selling them. Leading local players also invest as shareholders in large rental houses to vertically integrate and facilitate equipment sales business. US-based manufacturers there remain commitment to retaining factories in China, but Genie is moving some scissor lifts currently being produced there to its new facility in Monterrey, Mexico, later in 2023 as part of a wider restructuring of supply chain.

On the other hand, Skyjack is moving production to China for the first time. Linda Hasenfratz, CEO of Linamar Group, the parent company of Skyajck, said: “The continuous rapid growth of the Asian market in recent years makes us believe that localized manufacturing is imperative and full of hope. We believe that this move will bring unlimited growth potential for Skyjack in the Asia-Pacific region. We will build a strong sales network while meeting the needs of customers in the region.” “The establishment of Skyjack AWP Asia’s first production base in Tianjin is an important step in our globalization strategy, and it also marks our Asian ambitions.” Skyjack Global President Ken McDougall emphasized: “I would like to pay tribute to the government of Tianjin government for their strong help and support on this project. Utilizing a more global production footprint will also better free up the capacity of our existing factories, ‘manufacturing locally for local markets’ will allow us to better serve those markets. The ever-increasing customer demand creates greater value for the industry in China.”

A new 400,000 square ft facility in Tianjin is under construction and is set to start full production in the third quarter of 2023. The factory will manufacture electric scissor aerial work platforms and boom aerial work platforms to serve customers across Asia.

There are now three China-based rental companies in the top 10 of Access International’sAccess50 listing of the world’s largest rental companies, compared to five years ago, when there were none. Total fleet size of the Chinese rental companies in the top 25 of the listing is between 200 – 250K units, compared to just below 150K in 2022 and zero in 2017. Overall, it is perceived the population of MEWPs in China is growing around 40% year-on-year, though from other opinions this likely will continue for another couple of years, then it will become overheated with excess supply then slow and level off.

Many stakeholders with profound experience in rental business suggest that competition between the major AWP rental players has helped to drive down rental pricing in the country to historic lows, which is one of the factors that indicates the country’s access market is not yet mature. Rapid expansion in the rental fleets large and small, also added to the challenges to sustain the rental pricing to its original level then gain profits as before in many regions in China.

The high management of generalist construction equipment manufacturer Guangxi Liugong Machinery, which just unveiled a full range of aerial work platforms, including the world’s first LT26JE new electric straight aerial work platform and LA20JE new electric articulating aerial work platform in APEC 2023, shared that the rental giants have the edge on manufacturers in China. Rental companies have more power than the manufacturers. They are driving the price down rapidly and asking for monthly payments in instalments over three to four years. They have the advantage to buy a large amount of equipment, which puts them in a good position for parts, payment, and service.

Another new dynamic between the large rental companies, and what appears to be a new business model, is the trend for rental companies to not buy their equipment from manufacturers but to rent it effectively. This means manufacturers retain ownership of the units by its dedicated subsidiary and receive monthly fees from their rental customers. “The manufacturer own those assets and the rental businesses are operated by large rental companies. So, this reduces big companies’ finance debts.” Shared by shareholders in the industry.

For more information on trends in the Heavy Equipment industry or to learn more about Ducker Carlisle’s continuum of services, contact us here

Sources: Access International Magazine, Liugong News, The Paper, LMJX.net

MEDIA CONTACT:

Amanda Smith

Senior Marketing Coordinator

asmith@ducker.com 248-644-0086

Ducker Carlisle Appoints Paul Gurizzian as New CEO

Ducker Carlisle Appoints CEO, Paul Gurizzian

The Board of Directors of Ducker Carlisle is pleased to announce the appointment of Paul Gurizzian as President and CEO, effective May 5th, 2023.  Paul has most recently served as Ducker Carlisle’s President North America and was CEO of Carlisle & Co prior to the merger of Ducker and Carlisle in 2022.

TROY, MICHIGAN – The Board of Directors of Ducker Carlisle is pleased to announce the appointment of Paul Gurizzian as President and CEO, effective May 5th, 2023.  He has most recently served as Ducker Carlisle’s President North America and was CEO of Carlisle & Co prior to the merger of Ducker and Carlisle in 2022.

Paul Gurizzian, CEO & President

Paul brings over 40 years of experience leading consulting teams and organizations, operating business experience across automotive and industrial sectors with multinational firms such as General Motors, Stellantis, and Honeywell. Paul has lived and worked in both the United States and Europe. He serves on the Board of Directors of Kem Krest, a leading tier one aftermarket automotive supplier.  Paul holds a bachelor’s degree in industrial administration from Kettering University and an MBA from Columbia Business School. 

In collaboration with the global leadership team, Paul will focus on executing the long-range growth plan. This plan will expand on Ducker Carlisle’s unique continuum of research, consulting, strategy and M&A advisory services.   

“Paul is the right leader for our business during this next stage of growth. He has impressed the board with the impact he has made over the last year, delivering exceptional results across many of our service lines.  I am confident in Paul’s expertise and approach to execute the forward strategy and plan which will create value for clients, employees, and investors” said Bill Dyer, Managing Partner with Boathouse Capital and Board Chairman of Ducker Carlisle Holdings, LLC.

“I couldn’t be more excited about this new role and opportunity.  We have built an amazing team of professionals and business partners around the world who share my passion for client success.  I have learned throughout my career that high performance organizations are due to strong values and culture and the integrity and creativity of our people.  I look forward to leading them through this exciting stage of growth,” said Paul Gurizzian, newly appointed CEO of Ducker Carlisle.

Ducker Carlisle is a global consulting and M&A advisory company that provides an unrivaled continuum of insights, benchmarking, and strategy solutions to our clients, many of the world’s largest companies and private equity firms. We build and leverage longstanding and trusted partnerships with our clients around the globe who rely on us to help them optimize business performance, accelerate growth, and create exceptional business outcomes.

Twitter I LinkedIn 

MEDIA CONTACT:

Amanda Smith

Senior Marketing Coordinator

asmith@ducker.com 248-644-0086

Ducker Carlisle Announces Addition of Senior Leadership Team Members : Christian Zamet & Tarun Chhibber

Ducker Carlisle Announces Addition of Senior Leadership Team Members : Christian Zamet & Tarun Chhibber

Ducker Carlisle, a global consulting, and M&A advisory firm has announced the addition of Christian Zamet and Tarun Chhibber to the senior leadership team.

Christian Zamet joins Ducker Carlisle as the President of European Operations. Zamet has extensive experience and expertise in consulting and a strong focus on automotive markets. In his prior role as a Managing Director at Accenture, Zamet led growth, pricing, and corporate strategy for the Gallia region.

Zamet will lead Ducker Carlisle’s European growth strategy including ongoing support of existing multi-national clients, expansion of consulting services, advancing industry expertise, launch of innovative benchmark programs and team development.

Tarun Chhibber joins Ducker Carlisle as Managing Director of the Bangalore, India office. Chhibber has over two decades of experience in research, analytics, and design – delivering value to global consulting and advisory firms. Prior to Ducker Carlisle, Chhibber served as Vice President of Evalueserve, building global teams with varied skillsets for clients from incubation to scale, following different operating models.

Chhibber will contribute to the expansion of the India team to establish a best-in-class “center of excellence” for project delivery that includes market research, customer insights, and M&A advisory. Chhibber will ensure that teams are providing seamless and high-quality support that is focused on Ducker Carlisle’s strategic initiatives.

These new senior team member additions demonstrate continued investment and pursuit of Ducker Carlisle’s long term growth strategy to become the global, preferred consultancy for our clients and offer the most satisfying careers for our employees. “We are thrilled to welcome Christian and Tarun to the Ducker Carlisle team.  We look forward to seeing how their strong experience and leadership will contribute to our exciting growth story,” says Dino Mauricio, CEO of Ducker Carlisle.

2023 Used Car Pricing Power

2023 Used Car Pricing Power

As mentioned in the previous Ducker Automotive
Whitepaper, the used car market was also suffering from
numerous shortages and supply disruptions. In the absence
of sufficient quantities of new vehicles, buyers were turning
to the market for second-hand vehicles. As a result, used car
prices reached new heights in late 2021 and early 2022, and
the trade-in war became more intense. Low-mileage used cars
were regularly priced above the new model MSRPs, and
dealers were increasingly buying older vehicles with higher
mileage, which they used to sell to used car specialists and
used car lots.

The combined brand provides an experience for clients to better access Ducker Carlisle’s unrivalled continuum of services consisting of proprietary data, custom research, strategy and operational consulting, and M&A advisory to accelerate growth for multinational corporations, sector leading companies and private equity firms.