Multi-sector investments

How we help our clients

Corporate/Investment strategy

  • Integrated business plan and strategic growth options
  • Investment strategy including:
    • Investment focus (e.g., across asset classes, sectors, and geographies)
    • Portfolio structure and risk management approach
    • Business model and financial forecasts
  • Investment approach in deal sourcing, value creation, and monetization
  • Strategic target setting

M&A and corporate finance

  • Portfolio assessment and restructuring plan
  • Divestment planning
  • Acquisition screening and commercial due diligence
  • Post-acquisition restructuring and merger support
  • IPO preparation support

Corporate operating model

  • Holding-level organization structure design
  • Definition of corporate management role
  • Business unit structure definition
  • Capability gap assessment
  • Corporate governance and authority matrix design
  • Management processes design

Family governance and family offices
(specific to family principals)

  • Family governance design
  • Family office business model and setup
  • Family charter development support
  • Ownership planning support