Corporate Development
We help our clients define and implement their corporate and portfolio strategy.
Challenges
In the current context of geopolitical, economic and digital changes, it is especially hard to determine the right balance between organic growth and acquisitions, between revenues and profit, and between reinvestment and dividends. As a result, corporate value can be less than the sum of its parts. Even sound corporate strategies are not always rewarded by the capital markets, due to differences in perceptions with analysts and shareholders.
Solutions
Corporate and portfolio strategy is crucial. We help our clients in the following areas:
External and Internal Assessment
We analyse external challenges and opportunities, including market and value chain disruptions, assess existing competitors and potential new entrants, identify internal issues and strengths, and uncover possible business models and strategies.
Shareholder value analysis
We identify key shareholder value drivers, assess the performance of the group and all business units compared to competitors, and reveal sources of value creation or destruction.
Corporate Strategy and Planning
We define the vision, determine the businesses to keep and those to divest, identify parenting advantages, envisage several industry and economic scenarios, and formulate their corporate strategy and plan its execution.
Corporate Portfolio Management
We align their portfolios with their vision and their strategic objectives, allocate capital and resources across business units, and identify possible organic growth opportunities and acquisitions.
Investor Relationship Management
We benchmark value drivers against industry peers, analyse Total Shareholder Returns and stock market events, detect market priorities and expectations, and articulate the key elements of the corporate strategy.
Projects
TMT Sector
Global media company, industry appraisal
Mobile operator association, strategic recommendations and workshop
Cable and digital pay-TV group, shareholder value profiling
European IT services company, corporate strategy
RFId technology company, shareholder value analysis in the pharmaceutical sector
Financial Services Sector
Banking Sector, Investor Relationship Study
UK asset management firm, valuation and benchmarking
Energy and Utilities Sector
British oil and gas group, shareholder value analysis
UK water services firm, shareholder value benchmarking
Transport & Logistics Sector
International mail and logistics company, shareholder value analysis
New Zealand air transportation group, shareholder value benchmarking
Manufacturing & Engineering Sector
Swedish truck manufacturer, shareholder value profiling
Finnish chemical manufacturer, strategic planning
UK engineering group, strategic valuation approach
Defence & Government Sector
Ministry of Defence (MOD), shareholder value and financial analysis
UK Design Council, portfolio management study