Specialties

Strategic Fit Assessment

 

Growth strategies require making choices. Determining how well an opportunity aligns with a chosen strategy is critical to growth that is sustainable.

We work with you to quickly provide a snapshot assessment of your current strategic situation, identifying the most relevant ‘pressure points’ and confirming the appropriate focus and planning to achieve your objectives. We have developed an integrated framework that becomes part of a real-time strategic dashboard facilitating the ongoing process of making strategic choices that optimize your growth potential.

Strategic Development

 

Developing high level strategic initiatives is one of the most time consuming and least understood activities undertaken by most companies. With limited time and resources, we must effectively convey to key constituents why we deem certain goals appropriate and how we intend to achieve them. We work alongside you to quickly confirm the insights required by your strategic ambitions to ensure the strategic plan properly represents how resources and required actions will be aligned, executed and measured.

Valuation Modeling & Scenario Analysis

 

We develop custom valuation models for your enterprise or will stress-test your existing model to ensure its robustness and flexibility. We integrate scenario analysis in development of valuation models which provides for a range of potential outcomes that can be evaluated before significant time and resources are committed.

Conducting Effective Due Diligence

 

A due diligence playbook is critical to ensure that this important stage of the acquisition process is conducted in an efficient yet meaningful manner. We can help you review your approach and develop a framework for the output that feeds directly into the final valuation and negotiation stages.

Practical Negotiation Principles

 

Negotiation enables two parties to constructively exchange ideas that will satisfy the primary needs of each. We provide best practices in developing insight into your negotiating partner’s motivations. We help you adopt an analytical framework that tracks the progress of discussions enabling you to fully understand what your negotiating partner needs versus wants. Where those needs can be understood, the probability of successfully concluding a transaction is elevated.

Integration Planning & Execution

 

The reason most acquisitions fail to meet expectations is due to poor integration planning & execution. An acquirer’s ability to maximize the benefits of an acquisition is directly correlated with the speed and execution of an integration plan which includes a process for accommodating new learnings post-closing and deploying accretive countermeasures.