Interim Strategy Consultant for CDD - Retail Logistics Target (Iberia/LatAm-based, Spanish-Speaking)
hace 13 horas
Madrid
We are supporting an Iberian private equity firm in the preliminary due diligence phase of a relevant minority investment in a specialized third-party logistics operator serving fashion, beauty, and lifestyle retail, with operations across Spain, Latin America, and Asia. The target exceeds €100M in revenue with a compound annual growth rate above 20% over the last four years, but carries meaningful anchor-client concentration with a global fashion retailer where recent contractual losses have surfaced across certain brands within the group. The engagement is a two-week Red Flag commercial and market due diligence designed to independently pressure-test the investment thesis — anchor-client resilience, new-business pipeline credibility, expansion into beauty and lifestyle verticals, sustainability of competitive positioning, and Latin American geographic expansion — against the plan to reach approximately €200M in revenue by 2030. Responsibilities: / Size and validate the addressable market for specialized retail logistics in fashion, beauty, and lifestyle across Iberia and Latin America, including e-commerce penetration trends and specialized-logistics demand vectors / Assess anchor-client relationship resilience, quantifying revenue genuinely at risk and the probability of further contract losses, recovery, or substitution over the plan horizon / Evaluate the credibility of the new-customer pipeline by reviewing pipeline composition, historical conversion rates, typical sales-cycle length, and the commercial organisation's relationship network and win track record / Assess realistic market accessibility in beauty and lifestyle verticals relative to incumbent specialists, covering client requirements, barriers to entry, and vertical margin profile / Evaluate the sustainability of competitive advantage against large generalist logistics operators, testing contractual, technological, and reputational moats at the segment level / Assess the viability of Latin American geographic expansion, covering local margin profiles, competitive intensity, regulatory and FX risk, and model replicability / Design and execute a primary-research programme covering target commercial and business-development leadership, current and prospective customers (subject to NDA), and sector experts in retail logistics, beauty logistics, and LatAm logistics markets / Review business plan, commercial pipeline, won/lost contract history, and existing market studies / Build quantified growth scenarios and produce a prioritised commercial risk register / Deliver a final Spanish-language report (≤25 pages) addressing the six key thesis questions and host a closing session with the investment team Requirements: / Possess a demonstrable track record of leading commercial and market due diligence engagements for PE sponsors on mid-market European targets / Demonstrate accredited sector experience in third-party logistics, contract logistics, or specialised retail logistics — ideally serving fashion, beauty, or e-commerce operators / Show proven capability in primary research with enterprise customers, competitors, and sector experts, including interview design, execution, and synthesis / Exhibit market-sizing and scenario-modelling fluency, with the ability to independently pressure-test management business plans / Spanish fluency at native or full professional level — the final deliverable and stakeholder communication are in Spanish / Professional working English for cross-border interviews, given the target's LatAm and Asian operations and global anchor client / Deliver a ≤25-page Spanish-language report and closing presentation within a two-week window from kick-off / Provide references covering at least two comparable engagements over the last three years Nice to Have: / Prior commercial DD engagements on logistics, supply chain, or B2B services businesses with meaningful Latin American exposure / Direct experience assessing anchor-client concentration risk in B2B services contexts / Established expert network across fashion, beauty, and lifestyle retail logistics / Prior engagements with Iberian or Latin American PE sponsors / Familiarity with minority-stake investment theses and the associated diligence nuances / Availability to travel across Europe and Latin America for in-person interviews where required Scope of Work: / Two-week engagement from kick-off, commencing in the first week of May following award in the week of 28 April / Primary interview programme covering target management, a targeted set of current and prospective customers, and sector experts across retail logistics, beauty, and LatAm / Documentary review of business plan, commercial pipeline, contract history, and prior market studies / Market sizing, competitive benchmarking, and relative positioning analysis versus European and local peers / Final deliverable: Spanish-language report (≤25 pages) responding to the six key thesis questions, with quantified growth scenarios and a prioritised commercial risk matrix / Closing presentation to the PE investment team, either on-site or by videoconference / Primarily remote execution, with travel across Europe and LatAm as required for customer and expert interviews / Firm-level engagement: sourcing focus is the engagement lead (Director/Principal/Partner) who will bring a 3–5 person team (1 lead + 1–2 mid-level consultants + 1–2 analysts)