Strategic Reviews
Strategic advice in preparation for a potential transaction or capital event (equity or debt), designed to help shareholders understand their options and make informed decisions
Bespoke corporate finance advice to companies looking to understand strategic options in relation to M&A and capital structure
We understand that clients are not always pursuing an immediate transaction.
The scope of a strategic review is unique to each client and can cover the following aspects:
- Independent assessment of a company's divestment potential considering market factors, sector-specific dynamics, and short to medium term business trajectory
- Indicative valuation guidance and perspectives on key value drivers
- Analysis of potential transaction options including potential economic outcomes
- Process design and timing considerations to maximise value
- Assessment of the potential buyer universe, including soft-soundings of key bidders where agreed, to seek feedback and inform transaction decision making
Discuss your review objectives
Reach out to our team to explore how our independent, partner-led advisory model can help you achieve your objectives
FAQs
Navigating a strategic review involves complex strategic choices and critical commercial considerations. To assist your planning, we have outlined answers to the primary questions our clients encounter during the process. For a confidential discussion regarding your specific business objectives, please connect with our team.
No. The purpose is to give shareholders and boards the information required to make an informed decision. Often the right outcome is a decision to defer or not to proceed. Where the review does recommend a transaction, the preparation already completed shortens the process that follows.
A strategic review is independent analysis of your options before you commit to a transaction. Depending on scope, it can cover an assessment of divestment potential, indicative valuation guidance, the transaction pathways available and their likely economic outcomes, process design and timing, and an assessment of the buyer universe. You finish with a clear, evidence-based view of your options — including the option to do nothing.
Yes, this is common in the mid-market. A partial sale lets you take some money off the table, de-risk personally, and keep a stake and a role in the business as it continues to grow. It's a good option for owners who aren't ready for a full exit but want to diversify their personal wealth.