Hi, I'm starting to work on an industry thesis and am oscillating between a top down approach (looking at macro growth trends, industry market landscape, value chains, etc.) and bottom up i.e., reading IBIS and other reports for inspiration of things I may not have heard of. Now, I find myself gravitating back towards a specific industry to keep exploring in more depth.
Would love to hear from other searchers who are in the search/post acquisition phase: where have you found more success? Staying within one industry and becoming really good at it, or spreading your chances across 2 to 3 industries? Would love to hear about how you made that choice and what you did to improve your chances at a successful transaction.
Industry thesis: Go deep & move within one sector, or spread across a few?
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by a searcher from Harvard University - Harvard Business School
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We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
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