Leveraging portfolio value
Value Creation Strategy & Roadmap
Leveraging portfolio value
Our strategic experts help businesses unlock their full potential through clear strategic planning and prioritization of execution measures. Working closely with investors, shareholders and portfolio companies, we identify growth opportunities, optimize operations, and create long-term value for stakeholders.
Our potential analysis identifies value creation potentials and potential multiple drivers upon exit. This includes the digitalization of marketing and sales, process automation and performance improvements and – if possible – the extension or transformation of the current business model. The quantification of potentials based on bandwidths allow for a transparent “uplift estimate” and a clear focus on the most important value enhancement levers.
Project examples:
Many value creation strategies fail due to a clear and effective implementation. To ensure effective implementation, we quantify and prioritize potential value creation levers with relevant stakeholders. Based upon this prioritization, we plan concrete implementation measures, including objectives, procedures and effort estimates. These measures are anchored on a roadmap and a 100-day-plan, including milestones, deliverables and responsibilities.
Project examples:
Software, platform and digital business models require a concise and realistic roadmap for digital product development. Together with internal stakeholders, we design a clear product vision, derive the resulting use cases and IT requirements and develop a technical target architecture as well as a technical implementation concept. In addition to the necessary projects and milestones, the technical implementation roadmap includes a reliable resource and personnel planning, including any necessary support from external service providers.
Project examples:
Harnessing the potential of data can be crucial for unlocking hidden value within a portfolio company. We identify use cases and monetization potential for data, including new business models and opportunities to steer current operations towards greater efficiency and profitability. To establish effective data management practices, we create comprehensive strategies for data governance, data quality assurance, and data security.
Daniel Krzyzak
Partner & Managing Director
Daniel Tschentscher
Partner & Managing Director
