Case Study

Investment Proposal for Industrial Manufacturer


We arranged cohesive business strategies for our client to look for a joint venture opportunity with a French enterprise in launching an inventive energy management product. Through our advisory, our client was empowered to effectively reach out to their target customers and experience business growth.


With nearly 40 years of experience in the industrial manufacturing industry, our client is one of the biggest electronic manufacturers in Hong Kong and China. Being a reputable supplier of components for home and industrial appliances, the company possesses the unique combination of electronic, electrical, and mechanical expertise. Our client is committed to providing customers with a thorough solution, from initial design stages to fabrication of industrial products, delivering consistent outstanding quality and competitive pricing.


To enhance the company’s product portfolio, our client is planning on establishing a joint venture partnership with a French enterprise to introduce a new product to the market. The new product would be a technologically-advanced solution for energy monitoring.


The project was executed in four stages, with each stage focusing on providing recommendations in relation to one of the four core elements of operating a business: company positioning, strategic planning, operational planning and financial projection.

Below provides a summary of our project approach and an overview of the project scope:

  • Evaluated the potential and the prospect of enhancing the company’s product portfolio
  • Performed market analysis on market trends, competitor performance, and consumer behavior on energy management
  • Identified suitable countries, segments, and market positions
  • Provided recommendations on partnership model
  • Established execution timeline for forming the partnership and market penetration targets
  • Provided recommendations on the utilization of various digital marketing channels to increase brand exposure
  • Outlined relevant expenditures, required capital, and present potential investment returns


Based on the established investment plan, our client has proceeded with the business partnership opportunity, broadened its product portfolio in the energy management industry and presented itself as an innovative manufacturer within the manufacturing industry.