UNLOCKING VALUE IN IDIOSYNCRATIC OPPORTUNITIES WHICH OTHER INVESTORS ARE UNABLE OR UNWILLING TO TACKLE
Under evaluated, under managed and underperforming
Structural changes in reference market or in industry cost structure impact performance and led into a period of a financial stress that requires focused attention to internal processes, spending, management practices
Company succession
A change in leadership is a key cornerstone in the history of a company and requires new managerial skills as well as provides a liquidity event for the current ownership and its heritage. We support the ownership passing leadership roles ensuring business run smoothly, with a stable governance and a sound, feasible strategy
Carve outs and spinoffs
Strategy evolves as market evolves therefore specific businesses might not fully fit with the renew path thus the parenting company might decide to carve out or spin off the business still retaining, in case, an equity stake in the subsidiary
Healthy core, but in a situation of balance sheet distress
Usually overleveraged entities, basically ‘a good company with a bad balance sheet where a review of the capital structure coupled with strategic repositioning and operational improvement can restore the structural profitability or allow for a new accelerated growth
Platform assets in a fragmented market
Strong fragmentation in the sectors allows for acquisition of platform companies with already established internal capabilities that can be further built upon to form a regional or national leader. Platforms can also be delivered by acquisition of smaller companies, string of pearls strategy, all supplying specific parts that combined all together form a specific component for the main players in the sector.