Service: M&A/Due Diligence

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Integrating wealth management companies in the UK

Supported this merger of wealth managers from due diligence through pre- and post-merger planning and the development of a new shared brand.

Following our initial operational and IT due diligence, we set up this integration’s PMI programme, ensuring internal ownership, and provided support to strategic communications, brand development and relaunch.

M&A strategy for a composite insurance company

For a European composite insurance company, developed an M&A strategy that enabled them to capture a market leading position.

Our team worked closely with the client’s Strategy and M&A heads to shape an acquisition strategy underpinned by strategic analysis per business line, the evaluation of alternative strategic scenarios, and prioritised target lists for each scenario. The result was a shared strategy that the client went on to execute with great success.

Deal defence and carveouts for a global mining company

Supported a global mining player to fight off a hostile takeover bid.

With everything at stake, we worked with this leading multinational on investor communications and the divestment of non-core businesses.

Commercial due diligence in fashion retail

Strategic due diligence in fashion retail, leading to our Private Equity client’s successful acquisition of the business.

Our detailed diligence combined market and competitor analysis with customer research in 4 markets to evaluate the growth potential for the brand across geographies, categories and channels over the next 5 years.

Outside-in DD of a Japanese conglomerate

For a large investment manager, conducted outside-in due-diligence on a Japanese conglomerate thought to be underperforming its potential.

An assessment of the conglomerate’s 10+ businesses and their markets was followed by deep dives on the 5 most attractive ones to identify the potential for these businesses and the options to unlock that value.

Commercial due diligence in additive manufacturing

Due diligence in a niche additive manufacturing sector with evolving technology, determining the true potential for a PE target.

This scenario-based project, grounded in a solid fact-base and acquired understanding of this particular technology and its future use-cases, unpacked and assessed long-predicted sector hockey-stick growth to build a robust view on the future outlook, the target’s ability to capture it, and the cash requirement to achieve that growth.

Commercial due diligence in construction

For a Dutch PE client, completed a CDD on a target in residential real estate maintenance/renovations

Our team validated the market forecast and attractiveness, identified purchase criteria, and assessed the target’s performance; the resulting report supported the deal being greenlit by our client, financed by lenders, and successfully executed.

5-year full potential strategy for a luxury brand

For a PE-backed global luxury brand, developed a 5-year growth plan in preparation for a successful sale.

Following a turnaround, this rigorously prepared plan defined and validated the company’s growth strategy and full potential in Europe, the US and Asia. Developed in a highly collaborative process with management, the PE firm and bankers, the vision for success was grounded and aligned, leading to a broad range of buyers and an attractive valuation.

Vendor due diligence in machine parts cleaning

Commercial due diligence for a private equity-backed specialist cleaning provider, shaping a compelling and robust assessment to underpin a successful sale.

Based on diligent research and analysis, our grounded assessment of the industry’s size and our client’s potential supported a strong case for the continued profitable growth of the business - into the white space our work identified.

M&A opportunities in Educational Publishing

Identified M&A opportunities in a large European market for a leading publisher of traditional and digital educational content.

Our team assessed the national and regional markets for print and digital educational publishing, selected promising market segments, and identified attractive M&A candidates, building a fact base and insights that supported the client to engage immediately with targets.