M&A Advisory
Overview
From origination to exit, and working closely with owners, investors, and management teams, we provide a range of services to grow portfolio company value throughout the private equity ownership lifecycle.
Common Challenges faced by Private Equity Clients and their Portfolio Companies
- Increasing Need for Growth and Commercial Capabilities to Drive Exit Value
Financial restructuring and operational efficiencies are no longer sufficient to reach growth expectations. Organic growth and commercial capabilities are becoming even more critical in ensuring a valuable exit. Our Agile Strategy Development approach and Commercial Capabilities Assessment can help.
- Manufacturing-Led vs. Market-Driven Approach to Strategy
Many of our PE-owned clients have great products and engineering but are driven by what they can do rather than by what the market and their customers want. Deep voice of the customer understanding is often the most common outage among PR portfolio companies. Uncovering key external insights through proprietary research informs market-driven product and offers that will be sought after by customers.
- Understanding Historical Business Performance and Pressure-Testing Future Growth Projections
During diligence and often early in the investment, clarifying and aligning on where and how a company is making money is critical to help understand where to focus and or fix the business. And during a sale process, deconstructing future growth projections by determining “what has to be true” (e.g. market growth, share gains, pricing, etc.) provides insight into overall forecast feasibility.
- Need for a Holistic Organic and Inorganic Growth Strategy
After identifying growth opportunities in the core business, as well as potential adjacencies, our clients often need a clear understanding of make/buy decisions, what each one is worth, and what’s required to realize them.
- Brand Portfolio Optimization
Many of the portfolio companies we work with are a combination of previously independent brands and companies, often with overlapping products and customers. Determining the strategic role of the brands and business units that comprise these companies, and the products and offers on which they will focus, is critical to overall portfolio optimization and growth.