What We Do

  • Corporate Advisory
  • Strategic Transactions
  • Capital and Financing Solutions
  • Partnerships and Collaborations
  • Investment Ventures

Corporate Advisory

By gaining a deep understanding of your organisation and ambitions, we have a track record in developing executable strategies that achieve long-term objectives, navigate complex challenges, capitalise on opportunities and transform organisations. 

01 Key Rationale

  1. Clarify Strategic Goals
  2. Evaluate Competitive Positioning
  3. Prioritise Growth Strategies
  4. Identify Strategic Transformative Initiatives
  5. Optimise Organisational Structures
  6. Drive Operational Improvement
  7. Innovation and Digital Competitiveness 
  8. Enhance Risk Management 

02 Key Considerations

  1. Organisational Expertise and Resources
  2. Commitment of Stakeholders
  3. Ongoing Obligations and Relationships
  4. Level of Agility
  5. Financial Capabilities 
  6. Execution and Implementation Experience 
  7. Regulatory Environment
  8. Sustainability Considerations 

03 Key Process Steps

  1. Strategic Assessment and Review
  2. Stakeholder Engagement and Alignment 
  3. Strategy and Business Model Formulation
  4. Strategy Implementation Planning and Mobilization
  5. Scenario Planning
  6. Change Management Workstreams
  7. Execution of Strategic Initiatives and Transactions
  8. Performance Management and Tracking

Strategic Transactions

We devise and execute strategic transactions, including mergers and acquisitions, that can transform your company's competitive position, financial performance, and market reach.

01 Key Rationale

  1. Market Expansion
  2. Diversification
  3. Economies of Scale
  4. Access to Distribution and Technology
  5. Talent and Relationship Acquisition
  6. Synergies
  7. Strategic Realignment 
  8. Financial and Capital Structure Benefits 

02 Key Considerations

  1. Strategic Fit & Competitive Moat
  2. Complementary Strengths
  3. Valuation & Bid Strategy
  4. Financing Options
  5. Revenue & Cost Synergies
  6. Integration Execution
  7. Management Integration
  8. Merged Organisation Structure

03 Key Process Steps

  1. Due Diligence
  2. Valuation Assessment
  3. Risk Mitigation
  4. Documentation Negotiations
  5. Financing and Funding
  6. Stakeholder Communications
  7. Cultural Integration
  8. Post Merger Integration

Capital and Financing Solutions

A well-structured strategic financing or capital funding transaction, following a capital optimization review exercise, has the ability to significantly enhance your company’s financial health and operational flexibility.

01 Key Rationale

  1. Alignment with Strategic Goals
  2. Financial Flexibility and Liquidity 
  3. Improved Cost of Capital
  4. Enhanced Risk Management
  5. Credit Rating Improvement 
  6. Creditor and Investor Confidence
  7. Optimize Capital Allocation
  8. Enhanced Shareholder Returns

02 Key Considerations

  1. Financing Options
  2. Cost of Capital
  3. Balance Sheet Implications
  4. Credit Rating
  5. Tax Implications
  6. Market Conditions
  7. Financier Relationships
  8. Near- vs Long-term Optimization

03 Key Process Steps

  1. Strategic Review and Analysis
  2. Benchmarking and Scenario Planning
  3. Stakeholder Engagement
  4. Financing Options Evaluation
  5. Termsheets Evaluation
  6. Documentation Negotiations
  7. Implementation and Communications
  8. Performance Monitoring

Partnerships and Collaborations

By leveraging the strengths of both parties, effective collaborations through joint ventures or partnerships can achieve strategic and financial benefits while mitigating the costs and risks associated with any business venture. 

01 Key Rationale

  1. Entry into New Markets
  2. Complementary Strengths
  3. Strategic Flexibility and Speed
  4. Improved Unit Economics
  5. Entrench Customer Stickiness
  6. Enhance Customer Value Proposition
  7. Technology and Expertise Sharing
  8. Product and Market Diversification

02 Key Considerations

  1. Aligned Objectives and Expectations
  2. Commercial Sharing Principles 
  3. Partner Selection and Cultural Fit
  4. Structure and Governance
  5. Working Team Composition
  6. Targets and Performance Metrics
  7. Communication Frequency
  8. Conflict Resolution and Exit Clauses

03 Key Process Steps

  1. Open Engagement between Parties
  2. Formation of Cooperation Task Force
  3. Identification of Areas of Cooperation
  4. Joint Development of Business Plan
  5. Commercial Arrangement for Partnership
  6. Operational Rollout Plan
  7. Pilot Test and Go-To-Market
  8. Ongoing Engagement and Review

⁠Investment Ventures

Business ventures with a well-planned strategy and diligent execution have the ability to alter your organisation’s growth trajectory and enhance relevance in an age of disruptive technologies and changing market dynamics.

01 Key Rationale

  1. Flexible and Agile Execution 
  2. Leverage Strengths and Capabilities 
  3. Enhance Innovation and Transformation
  4. Ring-fenced Investment and Team 
  5. Test-bed for Emerging Technologies
  6. Encourage Entrepreneurial Culture
  7. Talent Development and Acquisition 

02 Key Considerations

  1. Strategic Objective
  2. Business Case and Funding Requirement 
  3. Partnership and Venture Capital Support
  4. Diversification vs Disruptive Competition 
  5. Business Unit vs Entity
  6. Resource and Operational Support
  7. Impact to Current Team
  8. Governance

03 Key Process Steps

  1. Market Landscape Analysis
  2. Business Plan Development
  3. Shareholding Structure
  4. Partnership Considerations
  5. Organisational Structure
  6. Resource Planning
  7. Go-To-Market Strategy
  8. Execution and Fund Raising

“Don't be afraid to give up the good to go for the great.”

John D. Rockefeller