Strategic Advisory
“The quality and depth of your overall team’s work exceeded expectations. Your thorough strategic exit study demonstrated understanding and analysis of the sector context, and enabled us to take clear ownership decisions”
Canadian Pension Fund Executive
Strategic Advisory addresses an increasingly underserved market as regulatory pressure intensifies on bank research and sales teams. Our service is unique and independent with top-rated analysts that “bring the market into the room”.
Leveraging more than 75 years of public market experience and research relationships, our Strategic Advisory team helps clients optimise investment case and valuation using approaches favoured by buy-side investors to complement sell-side approach. We assist management teams and shareholders throughout the entire asset life cycle.
Exit – Early Feedback / Advice / Preparation
- Exit feasibility/readiness
- Independent, "Market-Based" positioning & valuation
- Expected Investor themes
- Establishing the "Reason to Buy"
- Preparation for key sensitivities
Exit Process Execution
- Optimise equity positioning
- Detailed preparation for public and private engagement
- Optimal comps & valuation approach
- Refinements for each step of process
- Syndicate orchestration & coordination
Strategic Markets Advisory (Aftermarket)
- Assessment of fair value
- Recommendations / strategy to refine messaging...for valuation
- Report on Market views
- Investor targeting to optimise register
- Test appetite coverage & investment
Strategic Advisory has supported share price outperformance in a range of settings for listed companies on the back of greatly enhanced investor engagement and “Reason to Buy”.