Custom Diligence

We have the analytical chops and vertical expertise to help validate your next strategic investments and initiatives.

Assessing fresh concepts in hospitality

LUFT worked with a private equity group managing approximately 3 billion in capital to assess an opportunity to invest in a niche luxury accommodations concept. The asset in question was a small portfolio of independently branded beach-front properties, catering to an upper-income clientele base with a passion for water sports. The buying team found existing cash flow and economics favorable, but wanted third-party validation of the concept to ensure long-run potential for growth and alignment with market trends. As part of the deliverable, LUFT generated a comprehensive report outlining 1) the total market size and projected opportunity to grow the brand and portfolio of properties 2) shifting trends in the alternative accommodations market and the role that platforms like Airbnb might have as a potential distribution channel 3) changing habits in luxury travel consumption, particularly in "rustic" luxury category, and whether said lifestyle brand aligned with a longer-run trends rather than fads.

Bike Tour.PNG

Assessing acquisition targets for tour operators

LUFT worked with a large U.S. based guided tour operator to assess potential to expand into new experience categories. The client, an established brand with a loyal but aging customer base, wanted to diversify its overall offering by adding fresh inventory aimed at a younger demographic.  Part of this strategy included a possible acquisition. The core diligence challenge was to understand a fragmented market of active guided tour operators with limited publicly available information on market size and opportunities, company revenues, margins, willingness to sell and other factors that would eventually factor into a potential buy offer. As part of the deliverable, LUFT generated a comprehensive analysis

Need help with a new venture?