Extended Capability
Strategic Advisory
Strategic and operating model work for companies, investors, and institutions: growth strategy, market entry, portfolio strategy, and the operating model that has to carry the strategy once it's decided.
What this includes
- Corporate and growth strategy, market entry, and portfolio strategy
- Operating model design and cross-functional alignment
- Institutional and public sector strategic advisory
Who this is for
Leadership teams facing a growth decision, a market entry question, or a strategy that needs an operating model to actually run on.
Areas of work this page covers
- 07 Cross-Border Strategy and Market Entry. For companies moving between markets.
- 08 Corporate Strategy, Value Creation and Operator Advisory. For companies that need a clear operating plan.
How an engagement starts
- 10 day diagnosticA review of the company's position and a written plan with options.
- 30 day readiness programThe investment case, materials and investor list, ready to use.
- 60 to 90 day advisory projectA defined scope, timetable and set of deliverables.
- Ongoing investor relationsA weekly call with management and a short written update each month.
- Transaction preparationWork plan, information requests, coordination of counsel and management preparation.
- Approved regulated mandatesCarried out only through a properly registered firm and authorized individuals.
What a company receives
- A written plan within ten days of the first conversation.
- A ranked investor list, with the reason each investor fits.
- A call plan for the first thirty days after an announcement.
- The investment case, in a form management can deliver in five minutes.
- Draft answers to the hardest questions investors will ask.
- A monthly update on meetings held, feedback received and next steps.