Multi-sector investments

How we help our clients

Corporate strategy/investment strategy

  • Mandate option evaluation and definition
  • Strategic growth options articulation (e.g., geographical, business line)
  • Investment landscape review and opportunities identification (e.g., themes, sectors)
  • Investment strategy definition including:
    • Investment focus (e.g., across asset classes, sectors, and geographies)
    • Capital allocation, portfolio structure, and risk management approach
    • Business model and financial forecasts
  • Investment-approach design across deal sourcing, value creation, and monetization
  • Investment guidelines definition across asset classes (direct investments, real estate, infrastructure)
  • Strategic target setting including financial forecasts and portfolio risk/return evolution

Portfolio realignment and value maximization

  • Detailed portfolio company financial and operational performance review
  • Strategic assessment of the portfolio company using the investment strategy and guidelines
  • A value creation plan and action plan for each asset
  • Alignment of the portfolio road map with the investment strategy

M&A and corporate finance

  • Divestment planning
  • Acquisition screening and commercial due diligence
  • Post-acquisition restructuring
  • Post-merger integration support
  • IPO readiness support
  • Fund strategy and private placement memorandum support

Corporate operating model

  • Holding-level organization structure design
  • Definition of corporate management role
  • Business unit structure definition
  • Capability gap assessment
  • Partnership framework and model definition
  • Corporate governance and authority matrix design
  • Subsidiaries interaction model design
  • Management processes design
  • Manpower planning and hiring support

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