Strategic Advisory

Tech transformation & Equity Story

• Pivotal point strategy assessment

• ROIC vs. WACC value creation analysis

• Underperforming assets review and disposal

• Financial communication

Financial Information Structuration

• Business Plan creation & support

• Financial analysis expertise (FP&A)

• Financial modelling, KPI’s & metrics identification & computation

• Monitoring tools methodologies + set-up

Restructuring Cases

• Assessment of strategic, operational and financial position

• Implementation of emergency & cash optimization measures

• Support with the disposal of underperforming businesses

• Assistance to third-party buyers and buy-out offers

Financing Strategy

• Debt & Equity structuring

• Search for non-dilutive solutions

• Value optimization

Technological Mapping

• Value Chain current and forward positioning review

• Strategic move recommendations

• Investment opportunities identification & analysis

Stock Watch

• Long-run stock watch implementation and execution

Buy-side Execution

• Long-term support to M&A team

• Deal financing structuration

• Valuation

• Support to negotiation & closing

Build-up Strategy

• Synergies identification and set-up

• Financial impact assessment

• Support to internal buy-in

Ad-hoc Valuation Reports

• Valuation mandate dedicated to one specific target

• Modular multi-criteria approach (with or w/o BP set-up analysis and stress test scenario)

• Financial and extra-financial scorecard parameters

Valuation Methodologies Settlement

• Whole valuation methodologies dedicated to day-to-day usage (e.g. PE fund: investment and FMV reviews)

• Customized score-card mixing financial, extra-financial and metrics parameters

• Directly linked to Avolta.io database

Market Model

• Quantitative market sizing

• Qualitative parameters assessment and scorecard

Strategic Mapping

• Value chain review and strategic moves recommendations

• Potential acquisition & investment targets identification & analysis

• Multi-sector + Multi-country

Management Acculturation

• Upgrade knowledge sessions dedicated to Top Executives

• Review of basics and sophisticated concepts

• With a focus on concrete implementation and direct business impacts

Use Cases Identification

• Ideation workshops: understanding of current business issues and selection of potential cases suitable for future POC

• Blockchain & Token acid tests (do they definitely solve a current firm’s problem?)

Sale Execution & Tech Support

• TGE groundwork, financial documentation, roadshow, placement and closing

• Support to technical set-up with Third-Party Partner’s dedicated team

Feasibility Studies

• Strategy building

• Business, Tech and Legal audit

• White & General Papers production

Structuring: Legal & Business Model

• Adequate legal structure, regulatory constraints and consolidation impact (corporate accounting) studies

• Design, test and iterate vehicle’s investment thesis: amounts, industries, geography, maturity, majo./mino. stakeholding, etc.

• Business model & BP: revenue & cost analysis, IRR portfolio simulations, managers’ incentives

Processes set-up

• Governance and internal buy-in processes

• Deal-flow methodologies and tools

Portfolio Management & Exits

• Financing & operational support to portfolio’s companies

• Build-up strategies and synergies with Corporate business entities

• Exit execution and value optimization

Deal Sourcing & Execution

• Explore start-ups, market trends & dynamics

• Tech watch & dedicated sectorial mappings

• Complete strategic due-diligence workflow

• Support to Legal and Negotiation