V. Competitive Analysis
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Direct & Indirect Competitors
The following businesses have the same business profile as [Company Name], thus providing either direct or indirect competition for customer clients:
Lithium Holdings
Lithium Holdings buys and grows legacy, family-owned industrial companies. Lithium Holdings is a multi-generational family-owned business as well. Upon acquiring industrial companies, Lithium Holdings delivers high-quality power transmission equipment along with janitorial, restaurant, and industrial supplies. As a veteran-owned company, they are able to tap into the veteran and military-owned community. Lithium offers a much-needed layer of oversight for small, family-owned industrial companies who do not have the operational expertise or bank account for operational expenses. Lithium Holdings has the financial backing and credit worthiness to apply for small business loans for the industrial companies it acquires. The company is able to provide a strategic growth plan for an industrial company that it otherwise does not have. At this time, the company focuses on companies in the southwestern United States, but may grow to other regions as their geographic footprint allows.
Deer Holdings
In business for over 50 years, Deer Holdings has acquired, invested in, grown, and sold companies across various industries. Today, Deer Holdings invests in businesses that operate within the real estate, infrastructure, and financial services space. Deer’s real estate companies are specifically focused on infrastructure assets, single-family rentals, federal and state low-income housing, tax credits, large living communities, mixed-use communities, development, and military communities.
Deer’s financial services companies focus on providing debt capital to owners of multifamily, senior housing, office, retail, industrial, and self-storage properties through proprietary loan products as well as products offered through Fannie Mae, Freddie Mac, and FHA. They also focus on companies that deliver high-quality investment ideas and investment banking services to institutional investors and corporate clients. In addition to real estate and banking, Deer has invested in a multitude of companies that are within the energy and utility industries. One of their most successful companies is an electrical contractor and owner of utility systems that specializes in the provision of services to the military under privatization contracts.
Greenfield Companies
Greenfield Companies is a multinational conglomerate that operates in the United States. Headquartered in [location], Greenfield prefers to invest in companies in long-term investments in publicly traded companies, and has recently begun to invest in wholly-owned subsidiaries. Their diverse range of businesses include confectionery, retail, railroads, home furnishings, home products, jewelry, retail clothing, and several regional electric and gas utilities.
Greenfield was established over a hundred years ago when it got its start investing in textile manufacturers and railroads. The company was one of the few large shareholder companies that was able to survive the Great Depression, despite it being a freshman company at the time. Throughout the decades, Greenfield has maintained being a family-led company, with the great great great grandson of Benjamin Greenfield now at the company’s helm.
Greenfield Companies is a major player in the stock market and is often studied as a model of how to ride market volatility during recessions and instability in the national economy.
Competitive Advantage
[Company Name] enjoys several advantages over its competitors. Those advantages include:
- Senior Leadership: [Founder Name] is an active player in the stock market and is adept at studying companies and assessing their financial volatility.
- Oversight: While [Company Name] will not act as an official oversight of leadership of the companies it acquires, the company will be available and able to provide knowledge and expertise when requested.
- Tax Minimization: [Company Name] is skilled at providing tax scenarios for its companies that are more beneficial to the shareholders. It involves moving corporate locations to tax-friendly states, finding loopholes, and maximizing on available tax credits.
- Asset Protection: [Company Name] will employ the best legal, tax, and accounting teams to ensure that all entities involved are not burdened with heavy tax fines, lawsuits, or bankruptcies.
