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

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Commercial Due Diligence

Validation / refinement of the investment thesis and initial articulation of a value creation strategy

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100 Day Planning

Implementation of quick wins and setting the foundations for future value creation

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Strategy Execution

Detailed development of the value creation strategy, and identification of key strategic initiatives

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Performance Improvement

Prioritisation and ongoing tracking of delivery benefits from the strategic initiatives

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Vendor Due Diligence

Demonstration of the strategic value of the business

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Target Screening

A comprehensive approach to target identification and screening aligned to your M&A strategy

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

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

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

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

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.

Information

Zenith Strategy Associates is a strategic consultancy, serving companies, private equity funds and their portfolio companies.

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Insights

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Implementing Strategy

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Agile Cost Advantage

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Pricing Success Formula

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7 Habits of Highly Effective Strategy Workshops

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Email us

enquiries@zenithstrategy.com

Schedule An Appointment

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Transaction Services

Support at Every Stage of Transaction Cycle

Target Screening

Commercial Due Diligence

100 Day Planning

Strategy Execution

Performance Improvement

Vendor Due Diligence

Target Screening

Commercial Due Diligence

100 Day Planning

Strategy Execution

Performance Improvement

Vendor Due Diligence

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