Services within Assignments

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Each assignment requires a range of services to be implemented. The following are examples of services provided.
 
Advised companies on design and application of best practice corporate governance and value concepts including:
  • Performance measurement design
  • Use of metrics to link strategy to market value
  • Application of both financial and non-financial metrics
  • Design of incentive plans
Implementation of value based management systems including:
  • Linking of corporate shareholder value to strategic planning, corporate planning, investment analysis, performance measurement, operational decision-making, acquisition and investment, decision practices and value drivers
Contract CFO
  • Acted as a key member of the executive team, responsible for developing strategic options for the company to achieve the best exit strategy for the shareholders
  • Responsible for assisting the board in restructuring the company and negotiating the sale of business units
  • Managed the relationships with outside advisers, bankers, lawyers and auditors, company brokers and preference share holders
  • Responsible for the planning and preparation of annual and longer-term business plans and capital expenditure budgets, based on value based management concepts
  • Responsible for finance, company secretarial and human resource functions
Management of Litigation Matters
  • Responsible for litigation process including selection of lawyers, briefing materials and discovery process of all relevant documents
  • Preparation of briefs to the lawyers on commercial aspects
  • Acting as an expert witness under-going cross examination
  • Evaluation of alternative options and communication with client teams
  • Co-ordination of independent experts and witnesses
Corporate shareholder evaluation
  • Evaluation of alternatives for improving and realising shareholder value, including divestiture of business units, sale of entire company, refinancing, continued investment in core businesses, acquisitions, mergers and IPO's
  • Aligned critical functions of an organisation (planning, reporting, remuneration, and investor communication systems) to focus on value creation

 
Providing strategic advice to companies to validate the focus on corporate and shareholder value including:
  • Assessment and validation of  business objectives
  • Valuation of strategic direction and industry trends
  • Corporate valuation and acquisition due diligence
  • Provision of internal market valuation of corporate strategy

Click here for an example of how a corporate value assignment is performed 
Evaluation of strategic-financial and operational options to improve performance including:
  • Review operating performance and cash flow
  • General repositioning of the business
  • Assisting companies assess and confirm their strategy based on their core competencies and the competitive environment
  • Evaluation of business and asset portfolio decisions to create value (including mergers, acquisitions and strategic alliances)
  • Assisting businesses by increasing the effectiveness of their strategic and business processes (including planning, budgeting, forecasting and performance measurement processes)
  • Developing specific investment opportunities
  • Improving and redesign of investment appraisal processes

Click here for an example of how we would work with a client in assisting business case development
Restructuring of Companies
  • Provide strategic advice  including  assisting  the company understand and validate business objectives, strategic direction, industry trends, operations and business situation -  through a combination of diagnostics, business performance assessments and business plan reviews
  • Provide opportunity analysis including developing strategic, financial and operational options for improving cash-flow and financial stability and for the general repositioning of the business
  • Management of corporate transactions including restructuring and assistance in arranging finance and implement M&A growth, divestiture and other strategies
Investor Relations and Communications
  • Management of strategic and operational aspects of company Investor Relations programme
  • Communication with investment and media communities, shareholders and employees
  • Presentations for shareholders and  investment community
  • Information releases for broker research and intranet and website content
Financial Due Diligence
  • Financial modelling of the proposed transaction and the underlying business
  • Review of historical and forecast financial performance
  • Identification and documentation of the material financial issues, risks and opportunities
Commercial Due Diligence
  • Co-ordination of all advisers to the transaction
  • Preparation and negotiation of heads of agreements and subsequent sale documentation
  • Development and evaluation of transaction structuring
  • Liaison with financiers and investors
  • Co-ordination of transaction process and conditions precedent
  • Post acquisition implementation of agreed strategies
  • Evaluation of exit strategies