Services

Feasibility Study

A feasibility study is an assessment of the commercial and financial viability of a proposed project or business. The study is also designed to identify potential issues and problems that could arise while pursuing the project. In the commercial assessment, the objective is to understand the market opportunity considering industry fundamentals, competitive landscape, and supply & demand dynamics. In the financial assessment phase, the project is evaluated from a financial perspective by developing a financial model to estimate the project NPV, IRR and Payback Period. Any obstacles and potential vulnerabilities are identified using sensitivity analysis of key inputs. The project concludes with a clear "go" or "no-go" recommendation.
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Business Plan

A full-scope business plan includes market research, business plan, and financial model for the business. The market research phase is aimed at identifying key areas of opportunity. The business plan segment focuses on developing a robust business model, value proposition, and business strategy to capitalize on opportunities identified in the market research phase. The business plan phase is focused on winning against the competition. The financial model helps businesses develop a financial plan and analyze various scenarios to evaluate strategic options and projected returns.
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Value Creation

Private equity firms use three portfolio management approaches to maximize investment returns and portfolio value creation: leverage, multiple, and operations. From our experience, the most effective portfolio management strategies center on enhancing performance in operations. Our value creation service offering helps identify the areas of improvement, best practices, critical success factors, and strategic opportunities with the objective of maximizing portfolio value during the holding period and command the highest sale price.

Turnaround Strategy

We help underperforming businesses get back on track. We identify the root causes of underperformance and implement strategies to drive improvement. We work closely with management teams to develop and execute turnaround plans and provide ongoing support to ensure that businesses are able to sustain their progress.
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Growth Strategy

We help develop a comprehensive growth strategy that takes into account a business’s current position, target market, and resources. This also includes identifying new opportunities for growth and developing a plan to capitalize on them. We'll conduct a thorough analysis of the business and the market to determine the feasibility of expanding it. This includes evaluating the potential return on investment and identifying any potential obstacles to expansion. We also help businesses develop a market entry strategy that takes into account the unique characteristics of the market they are entering. We analyze the market size, competition, and regulatory environment to identify the best opportunities for success.
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Business Valuation

With a business or company valuation, we help determine the economic value of a business. Business valuation can be used to determine the fair value of a business for a variety of reasons including strategic planning, M&A, capital financing, sale value, establishing partner ownership, taxation, and financial reporting. The three most common business valuation techniques are: discounted cash flow analysis, comparable company analysis, and precedent transactions.
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Pitch Deck and Teaser

We work with businesses to develop a comprehensive pitch deck that effectively communicates its value proposition, business model, unit economics, projections, and upside potential. We will use visual aids to make the presentation more engaging and easy to understand for institutional investors. We also help businesses create a one page "teaser", a condensed version of the pitch deck that highlights the most important information and key takeaways without naming the business. The teaser is usually used to generate interest and secure meetings with potential investors or partners.
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Information Memorandum

An Information Memorandum (IM) is a document used in mergers & acquisitions to convey important information about a business that’s for sale including its offerings, business model, financial statements, team, and other data to a prospective buyer. The IM may also include the offer summary demonstrating the transaction details including price, ownership and terms being offered. It gives details about the projections and indicative valuation of the business.
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Strategic Options Analysis

For a business, a strategic option refers to a plan or corporate strategy for achieving a long-term goal. We help businesses identify and evaluate strategic options using a mix of strategic and financial evaluation tools.  The process generally involves three steps. The first step is to understand the long-term goals. The next step is to identify opportunities that can lead to value creation. This assessment includes internal resources and external opportunities. In the last step, various strategic roadmaps are developed to achieve long-term goals along with evaluation of financial viability of each road map. In the end, the most suitable and viable road map is identified.
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