Corporate Strategy Services
If you are looking to evaluate new market opportunities, conduct competitor benchmarking, or validate investment opportunities, we bring extensive experience in leading corporate strategy mandates and preparing investment-grade financial models.
1. Market Research, Commercial Due Diligence
- Market Analysis: Market assessment, including size, growth rate, trends, and competitive landscape.
- Customer Analysis: Customer base, segmentation, NPS and customer satisfaction interviews.
- Competitor Benchmark: Competitors, market positioning, and right-to-win assessment.
- Products and Services: Products and services, including features, pricing, and market acceptance.
- Sales and Marketing Strategy: Sales and marketing strategies, channels, contracted position and pipeline.
- Financial Performance: Historical financial performance, and business plan assessment.
- Management and Organization: Target company’s organizational structure and key personnel risks.
- Regulatory and Legal Environment: Report on regulatory trends with potential impact on the target company.
- SWOT Analysis: Identification of the target company’s strengths, weaknesses, opportunities, and threats.
- Growth Opportunities: Identification of potential growth opportunities and strategic initiatives.
- Risks Assessment: Analysis of potential risks and challenges facing the target company.
2. Financial modelling, business plan and business case development
- Information Request: Data collection, statements and business plan walkthrough, key drivers’ identification.
- Architecture design: Model structure definition including inputs, statements, schedules and output sections.
- Assumptions and Inputs: Validate business plan drivers. Define, benchmark and validate key inputs.
- Model Development: Preparation of detailed income statement, cash flow, balance sheet and schedules.
- Scenario Analysis and Sensitivity Testing: Development of alternative scenarios and model sensitivity testing.
- Validation and Testing: Audit model, conduct stress testing and perform reconciliation with historical data.
- Documentation and Reporting: Preparation of model documentation and presentation materials.
Founder’s credentials (non exhaustive)
Software
European Private Equity
Acquired
SaaS Company
Delivered Commercial Due Diligence
Utilities
Nuclear manufacturing group
Delivered industrial strategy, investment plan and financial model
Pharma
European Pharma Group
Considered acquiring
IP Asset (patent rights)
Delivered Commercial Due Diligence
Industrials
European Building Materials Wholesaler
Delivered pricing strategy and implementation in coordination with sales teams
Transports
Leading European rail group
Delivered corporate strategy, investment plan and financial model.
See Also
Buy-Side Advisory
If you seek to accelerate top-line growth, increase market share or acquire strategic assets and IPs, we can assist in originating investment opportunities, approaching targets, coordinating due diligence, carrying out valuation and supporting negotiations all the way through to completion.
Sell-Side Advisory
If you seek assistance in raising funds or selling your business, we provide sell-side services to assist in developing the equity story, preparing the data room, preparing the confidential information memorandum, carrying-out a test valuation, identifying and qualifying relevant investor profiles and managing other advisors and counsels throughout the sale process.
Deal Operations: Integrations and Carveouts
Complex transactions mandate careful operational design. Whether you seek assistance in developing an integration strategy, separation strategy or designing a target operating model across group of companies’ structure, intercompany and related party agreements mapping, processes and systems inventories, we can assist.