Risk-focused consultancyfor long-term performance

Management & financial advisory

Opportunities and their downside risk

Market Trends

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It's Risky to Be a Creditor in This Private Equity World

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Private Debt

83% of mergers & acquisitions fail. Most deals have 2-3 year retention, vesting, and re-vesting programs, and potentially 2-3 year earn-outs.

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M&A

You always have to think about the margin for safety, regardless of the type of investment. What happens if it doesn’t turn out the way you’re thinking?

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Private Equity

Executives always sound bullish. A whole range of synergies will be achieved. Instead, the combined companies tend to suffer from clashes of culture and teething problems as systems prove hard to integrate.

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M&A

Blind faith in the high equity return cult will lead to disaster.

The private equity bubble is bound to burst.

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Private Equity

An analysis of 2,500 such deals by our firm shows that more than 60% of them destroy shareholder value. Perhaps such deals should come with an official warning:

Acquisitions can result in serious damage to your corporate health, up to and including death.

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M&A

What is the risk adjusted price of an opportunity?

A systematic approach

The value of a systematic Approach

Defining a strategy

Pre-Transaction

Defining a risk adjusted price

understanding the risk profile

APPRAISING INTRINSIC VALUE

Risk Assessment
&
Valuation

Transaction

Ensuring transaction viability

ALLOCATING RESOURCES EFFICIENTLY

VALIDATING INTRINSIC VALUE SUSTAINABILITY

SAFEGUARDING INTERESTS

Transaction Planning
&
Coordination

Post-Transaction

Maintaining good practice standards

MANAGE LONG TERM INTERESTS

PROMOTE GOOD REPORTING STANDARDS

Governance
&
Reporting

What we do & How we do it?

Driven by data, discipline & diligence

We collect — Quality Data

Qualitative & quantitative data, focused on recognising risks, inefficiencies & opportunities inherent to the company, business, and market.

We define — The Intrinsic Value

We back our assumptions with quality data in order to apply fundamental valuation methods that best define an investment’s risk adjusted price.

We develop — Opportunity Value

By managing the investment’s risk profile. Inversely for buyers we leverage our findings so to define the basis for a higher safety margin.

We increase — Probability of Closing

Backing rationale with significant data, promoting a risk adjusted offer, organizing a comprehensive and transparent data room and adding valuable third party inputs.

We maximize — Party Interest Alignment

Across the board. Promoting a reasonable contractual agreement (Between: buyers, sellers, and other key parties), ensuring that both value and price remain aligned to agreed terms.

We support — Our Clients

Post transaction through monitoring KPIs, defining or assessing periodic reporting documentation and providing external governance services.