Zenith Strategy Associates

Transaction Services

Transformational value creation at every stage of the transaction lifecycle

Support at Every Stage of Transaction Cycle

  • Proprietary methodologies to accelerate value creation at every stage of the transaction lifecycle
  • Extensive network of sector specialists to provide deep industry insights for each business opportunity
  • Small, agile consulting teams that deliver rapid outcomes
Target Screening
Development of M&A screenig criteria and short-listing of potential acquisition targets
Commercial Due Diligence
Validation / refinement of the investment thesis and initial articulation of a value creation strategy
100 Day Planning
Implementation of quick wins and setting the foundations for future value creation
Strategy Execution
Detailed development of the value creation strategy, and identification of key strategic initiatives
Performance Improvement
Prioritisation and ongoing tracking of delivery benefits from the strategic initiatives
Vendor Due Diligence
Demonstration of the strategic value of the business

Target Screening

A comprehensive approach to target identification and screening aligned to your M&A strategy
Target Screening Approach
We adopt a four-stage approach to target screening
M&A Strategy
Development of overall M&A strategy to provide context for the subsequent target screening (e.g. role of M&A, timeframe, capability gaps to be addressed through acquisitions, target assimilation approach)
Long List Refinement
Development of a long list of potential targets aligned to the M&A strategy requirements. Initial segmentation of the targets and development of a screening methodology to support refinement of the long list
Short List Screening
Research into long list targets to inform the relevant parameters for the screening framework. Development of a refined short list of potential targets
Target Assessment
In-depth primary research into short list targets. Faciliation of initial approaches to short-listed targets in coordination with investment bankers / brokers and the client

Commercial Due Diligence

A rigorous approach designed to yield rapid insights aligned to your investment thesis
Commercial due diligence approach
We adopt a three-stage approach to commercial due diligence:
Hypothesis Development
Development of preliminary views on the market and competitive positioning of the target to identify the key areas to test during commercial due diligence
Research, Analysis and Modelling
The specific activities to inform the assessment of the investment thesis will vary depending on the nature of the target business and market context. A bespoke program of analytical modules is developed in collaboration with the private equity fund, and typically includes market research (primary and / or secondary), market size modelling, customer analysis, assessment of the business, and financial modelling
Synthesis / Refinement
Development of a comprehensive commercial due diligence report that sets out the key findings and implications for the investment thesis. The report can also support discussions with lenders around deal structure and financing options

100 Day Planning

100 Day Planning builds upon our proprietary program management methodology (Zenith PMO Studio) to ensure rapid prioritisation and execution of high impact initiatives during the initial transition to Private Equity ownership
Zenith PMO Studio Program Summary
Zenith PMO Tracker
  • Focus on value creation and prioritisation of initiatives
  • Clear allocation of responsibilities and alignment between acquirer and management team
  • Metric-driven agile PMO approach that allows for rapid refinement of plans and resolution of any issues during initial delivery
  • Extensive library of strategic initiative templates and execution plans and templates to quick-start value creation delivery

Strategy Execution

We support management teams in the development and execution of rapid value creation strategies
  • We leverage our proprietary strategy methodologies, tools and templates to develop rapid value creation strategies
  • Our approach is collaborative, and typically leads to very strong alignment between the acquirer and management team
  • We leverage our extensive experience in strategy implementation to ensure recommendations are pragmatic and generate significant impact within a short timeframe
  • Our clients typically see a 40-100x return on our fees
Learn more about our proprietary strategy development and execution methodologies
The Four Week Strategic Review Report
Implementing Strategy Report

Performance Improvement

We have extensive experience in improving performance through improvements to the operating model and cost base
  • Rigorous and comprehensive data-driven approach
  • Clear prioritisation to drive rapid improvement in performance
  • Proprietary tools and frameworks to support execution and track results
  • Our clients typically see a 40-100x return on our fees for performance improvement engagements
Performance Improvement Tracking Processes
Zenith PMO Cycle

Vendor Due Diligence

We help vendors maximise value at exit through ensuring optimal positioning of the business and a clear articulation of the value drivers

We support PE funds planning for exit with a comprehensive range of vendor services.

Our commercial vendor due diligence reports ensure a clear understanding of the market context, positioning of the business, and future growth outlook.

Where the growth outlook or strategy is not well-defined, we can support management teams to identify future growth drivers that can support an increased valuation multiple on exit.

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In the meantime, please get in touch if you would like to enquire about our capabilities in a specific area.

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The four week strategic review cover