Market Opportunity Assessment

Background & What Alpha Did

Having successfully commercialised and onboarded external clients in EMEA and APAC to its proprietary investment platform and managed services offering, our client was now exploring a strategic entry into the North American market. Alpha was engaged to support the client in defining the opportunity set, key buyer dynamics and potential client segments within the US & Canada.

Alpha assessed the growth opportunity for our client’s product and conducted a detailed analysis used to inform the client’s market entry strategy in North America. Our findings and recommendations included:

• An overview of the North America investment management market, outlining trends and market expectations across key segments
• An assessment of the competitor landscape in North America, highlighting our client’s primary competitors, their target client base, and how our client could position themselves for success
• The size of the addressable market for our client’s product, identifying which client segments to target and key distribution dynamics to consider

Client Outcomes:

• Market Entry Strategy
• Target Client Segments
• Key Purchasing Criteria & Buyer Dynamics
• Total Addressable Market