Market review Information is limitless; knowledge is not.

The situation
A large company with interests in training and publishing wanted to round out its financial services portfolio by acquiring a securities training firm. But, they didn’t have a handle on the growth potential of this market. So, they hired O’Donnell & Associates to conduct a
comprehensive market review.
The process
O’Donnell & Associates responded with a combination of primary and secondary research. One of our research analysts conducted a thorough scan of online and library sources to gather data about the competitive environment and trends in the market. Meanwhile, we conducted in-depth interviews with compliance and training executives at 30 financial services companies.

The results
O’Donnell & Associates used its research to develop a strong case for the potential of this acquisition. The securities market was undergoing a lot of change and growth at this time. Compliance and regulatory issues increased the need for training. Because companies were looking for more cost-effective measures than traditional stand-up training, there was an emerging need for self-paced and Web-delivered courses. And, our client was armed with the knowledge needed to proceed with the acquisition.