Business has changed at light-speed in the past ten years. A global, 24/7 business environment, ever-changing information technology and new communication channels compel many organizations to evaluate their business and marketing strategies. Organizations need to act quickly when they see opportunities.

Lexicon Systems offers strategic planning and marketing services to complement our clients’ internal capabilities. We advise executives and senior management on strategic issues, enabling them to invest resources where they can have the greatest impact. We develop strategies, plans and value-added tactical deliverables.

We use technology to get things done

SM

Clients call us when they need an independent assessment of market position or market message to support strategic planning or due diligence. We work with private equity investors, venture capitalists, executives and senior management involved in mergers & acquisitions, start-ups and turnarounds.

Lexicon conducts primary and secondary research using proprietary methods. We leverage technology for more effective collection, analysis and presentation of market intelligence. 

Lexicon has completed market assessments in wide range of industries.

•	manufacturing—from nuts & bolts to frozen foods to specialty chemicals
•	services—environment, health & safety (EHS) consulting
•	construction—commercial and residential
•	software—EHS management information systems (EMIS).

case studies

strategic planning, investment firm

An investment firm known for management turnarounds had a significant ownership stake in a consulting firm. When it came time to divest the consulting firm, they needed an objective assessment of the market position. Lexicon conducted a confidential strategic assessment, speaking with consulting firm management and customers. We identified gaps between internal and external perceptions of the company and made recommendations to senior management at the investment and consulting firms. They used information to position the consulting firm for acquisition. A larger consulting firm acquired the company.

strategic marketing, consulting firm

A large U.S. consulting firm needed assistance in marketing its technology services. Lexicon staff developed a marketing strategy, market message and marketing plan and communicated it to company management and staff. We also helped to communicate the message to the market.

due diligence, food industry

An investment firm called upon Lexicon Systems to conduct independent research to support the acquisition of a frozen foods company. We conducted a confidential, “blind” market survey to assess specific issues related to frozen foods marketing. Lexicon presented the results to senior management at the investment firm.

market research, consulting firm

A small consulting firm developed and “productized” a service and planned to sell it to a software company. The firm’s legal and financial advisors hired Lexicon Systems to assess the product and the market. We interviewed the firm’s staff and customers and presented our findings and recommendations to the owner and the advisors.

due diligence and market assessments, multiple clients

Lexicon gathered market intelligence for private equity investors, venture capitalists, executives and senior management. In each assignment our client needed an independent assessment of their market position. Also, they wanted to verify if their market message was effective. Lexicon conducted primary research to identify gaps between internal and external perceptions of the company. Findings were valuable in strategic planning for the new organization.