We bring an independent and practitioner perspective to support family-owned businesses in the following key ways:


Institutionalisation

  • Implementation of ‘best-in-class’ global corporate governance and risk management practices without losing family corporate culture (“glocalisation”)

De-risking

  • Providing constructive challenge: asking the right questions to help companies see risks and opportunities they may not see (‘devil’s advocate’ approach)
  • Bringing ‘non-linear’ thinking to understand better how to generate revenue faster
  • Simplification of business (e.g. disposal of non-core assets)
  • Identifying gaps in risk and control frameworks
  • Closer alignment of capital structure with business risk profile

Sustainability

  • Viability of business plans: competitive positioning and changes required to be sustainably profitable and cash generative
  • Implementation of transformation and Founder succession strategies
  • ‘Key person’ risk mitigation

Increasing capital efficiency

  • Optimising the engagement model of finance and risk management with the business units for more effective and efficient CEO support

Credit and ratings advisory

  • Improving the presentation of risk profiles to help companies negotiate better terms and conditions with lenders
  • Achieving the highest possible credit ratings from rating agencies

Supporting revenue growth

  • Sourcing new clients and contracts
  • Creativity: combining ideas from different disciplines to identify new opportunities

Sourcing strategic and joint-venture partners

  • Assisting companies to structure, and extract maximum value from, arrangements

Monetisation of shareholder value

  • Maximising valuation for partial exit/monetisation strategies
  • Connecting clients with prospective partners and service providers from our private network