Both profitable and unprofitable companies benefit from a periodic review of their strategic plans in an ever changing competitive and technological environment. Especially during times of stress, an outside objective analysis of business strategy is critical to lasting, long term health and value creation, beyond a successful turnaround.
WheelerRubin can provide professional guidance for strategic transactions which can include:
- Mergers
- Acquisitions
- Divestitures
- Joint ventures
- New distribution channels
- Market expansion
- Offshore outsourcing
- Capital restructuring
- Funding activities to support operations
WheelerRubin's multi-faceted approach includes the following:
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Strategy and operations review and assessment:
- Conduct a SWOT analysis to determine the (internal and external) strategic Strengths, Weaknesses, Opportunities and Threats of the company in question
- Diagnose the appropriateness of the current business structure and product lines by examining organizational, operational, and financial data
- Develop strategic options and evaluate them against three critical success criteria: suitability, feasibility, and acceptability, using forecasting models with explicit risk factors
- Conduct stress tests and scenario analyses on potential value enhancements due to proposed strategic transactions
- Decide on strategic transaction candidates (merger, acquisition, divestiture, joint venture, etc.):
- Discuss strategic transactions with company's board of directors / stakeholders
- Prepare and/or review appropriate documents to initiate transaction (letter of intent, contracts, sales agreement, etc.)
- Seek potential buyers or sellers
- Due diligence:
- Prepare financial and forecasting models
- Analyze manufacturing operations
- Analyze inventory management process
- Analyze distribution process and channels
- Analyze sales and marketing efforts
- Assess management and key employees
- Summarize potential business issues or concerns
- Assistance in the negotiation of transaction:
- Discussions with key members of management
- Market analysis
- Viability assessment and quantification
- Capital raise and/or restructuring and refinancing:
- Negotiations with existing lenders
- Identification of new senior and/or mezzanine funding
- Equity raise
- Implementation of final transaction and/or new business strategy:
- Interim executive management
- Information systems implementations
- Financial reporting
To read about some of the projects in which we have been engaged in the past, please click here:
Project Summaries.