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Value Partnership
Corporate strategy from an investment banking perspective.
We work alongside owners, CEOs and boards of established and growth-stage businesses to identify opportunities to increase shareholder value and pursue the strategic choices that can deliver it. Value Partnership combines a focused initial review with ongoing senior advice and M&A, capital markets and financing execution where appropriate.
Identify.
What could your business be worth? What is holding it back?
We assess value drivers, strategic options and capital needs to establish a prioritised value creation agenda.
Build.
Which decisions and initiatives should management pursue?
We work alongside management to evaluate investment cases, advance agreed initiatives and review progress.
Realise.
Which transactions, if any, would best advance your objectives?
We execute M&A, financing and capital markets transactions that support the business and its shareholders’ objectives.
How We Work Together
An initial review establishes priorities. An ongoing advisory relationship helps you pursue them and respond as opportunities develop.
Initial Review
Ongoing Partnership
Transaction Execution
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Agree shareholder objectives, priority questions, scope and timetable.
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Review financial information and discuss strategic options with management.
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Present valuation scenarios and an actionable value creation agenda.
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Regular CEO/CFO discussions and board sessions as agreed.
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Advice between scheduled meetings on agreed priorities and emerging opportunities.
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Review progress, reassess strategic choices and update the agenda as circumstances change.
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Agree a separate mandate when a transaction supports your objectives.
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Prepare the business and materials, approach counterparties and manage the process.
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Support valuation, structuring, negotiation and coordination through completion.
Each phase is agreed separately. The partnership can begin before a transaction is contemplated and continue whether or not one is pursued.
Let’s discuss your priorities, the strategic options available and whether a Value Partnership could help you move forward.
Get in touch with us to discuss your priorities.
