CASE 08Corporate advisory · TürkiyeTurkish advisory firmname withheld

Which product from our catalogue fits each client, why now, and who decides?

Client
Tax, incentive and corporate advisory, Türkiye
Book
12 clients matched to a 61-product catalogue
Engagement
Portfolio Radar · client report
Delivered
17-page client report, one page per client
12clients analysed
61catalogue products checked per client
6priority clients
10of 12 with a named decision maker
Client report · cover · summary · 17 pages Client report
Cover and executive summary, client names blurredHeadline numbersProduct and decision maker
Client file and cross-sell map, client names blurredAnalyst viewProduct × client
Links between clients, and a second client file, client names blurredClient-to-client linksSuggested approach
Client names blurred
1 / 3
Cover and executive summary

Twelve clients: which product, which decision maker, why now. Names, logos and people blurred.

01 · The brief

The firm sells a long catalogue: investment incentives, transfer pricing, R&D centre advice, IPO readiness, valuation, data-protection compliance and more. The practical question for partners: for each client, which product fits now, why now, and who signs?

02 · What we built

  • Matched 12 clients from the firm's list against every product in its catalogue.
  • Read public disclosure filings, interim activity reports, US filings, trade-registry notices, technopark and ministry announcements, and press.
  • Collected every fact in two rounds: our algorithm and research team first, then each claim re-checked against an independent source.
  • Named the decision maker and role for 10 of 12 clients, using only publicly listed contacts.
  • Built a cross-sell map, a map of links between clients, and a fit list for the firm's packaged offers.

03 · What the signals showed

6 of 12clients with a dated, current trigger

An incentive certificate expiring, a large round through a US parent, owners weighing an IPO or sale.

7clients fit valuation, ESOP and share-transfer work

The largest single campaign in the book, found on one row of the cross-sell map.

9clients fit the firm's packaged offers

Nine current clients already match the packages' target profile.

04 · How it ran

  1. 01Catalogue61 product cards turned into matching rules.
  2. 02ResearchFilings, registries and announcements read per client.
  3. 03MatchProduct, timing and decision maker set for each client.
  4. 04VerifyA second round confirmed every claim independently.

05 · What the firm got

Partners got a priority list with the product and the person for each client, and a first market for the packages inside the existing book.

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Client names, logos and identifying details are blurred. Figures are as delivered. All eight cases were built from public sources. Full reports and live radars are shown under NDA.

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