Financial Advisory, Strategy Consulting
About This Project

Helping an AI Company create an end-to-end growth strategy

Helping an AI Company create an end-to-end growth strategy





Service Line

Strategy Consulting and Financial Advisory

The Challenge

The client, a niche player in the AI, intelligent automation, and advanced technology space, needed to sculpt out an end-to-end growth strategy for their business. Initial discussions laid out a multi-pronged objective:

  • With a special focus on the travel and insurance industries, the client wanted to lay emphasis on both organic and inorganic approaches to grow their top line multi-fold.
  • They were keen on understanding the global market scenario for intelligent automation across industries to re-align their focus on key areas.
  • The client also wanted to scout for appropriate acquisition targets that could generate tangible synergies and help achieve their top line projections sooner.
  • They were also looking to create a credible business case to raise funding for their expansion goals.

Methodology and Solution

ConsultGenics created a small, experienced, and focused team of consultants who launched the engagement through a few workshops to understand the nuances of the client’s business model and various operational metrics. The team then moved through the engagement in a phased manner:

  • Developed a comprehensive report on the global intelligent automation and artificial intelligence market covering size, growth estimates, industry-wise breakups, significant trends, major players, and key use cases across sectors.
  • Mapping the global market report with the client’s current business revealed areas, capabilities, and processes that need to be focused on.
  • Curated a tailored list of potential acquisition targets, basis fitment in terms of parameters such as synergies in offerings, revenues, operational capabilities and geographic footprint, ownership structure as well as research-backed recommendations for the best-suited candidates.
  • Delved deep to create a business case for the client for funding purposes, in addition to recommendations on potential investors.


  • The client was able to identify healthcare, manufacturing, and retail as sectors with the maximum potential for growth of intelligent automation.
  • The client was equipped to re-align their focus on these sectors in addition to the travel industry.
  • They were also able to zero-in on their potential acquisition target as well as multiple investment sources and are in advanced stages of negotiations.