Where the next phase of enterprise value comes from, and what it costs to get there: growth and acquisition strategy, target assessment, commercial and financial due diligence, deal modelling, funding capacity, integration priorities and Board decision materials.
The situation it addresses
Organic growth is constrained. An acquisition is under consideration without an independent investment view. Or a Board is being asked to commit capital to a transaction whose economics have not been tested.
The questions the work answers
Where should the next phase of growth come from? Is the acquisition thesis sound? What is the target worth on our assumptions, and where is that fragile? How much capacity does the balance sheet have? Which opportunities deserve the capital we have?
What we do
- Growth and acquisition strategy — where growth can credibly come from, and which routes deserve capital
- Strategic options assessment — build, buy, partner or defer, framed so the alternatives compare
- Target screening and assessment — strategic, commercial and financial fit, and a defensible order of priority
- Commercial and financial due diligence — the earnings, customers, contracts and risks a buyer or lender will price
- Deal modelling and transaction economics — standalone and transaction models, funding and debt capacity, structure and sequencing
- Value-creation and integration priorities — what the acquisition has to deliver, who owns it, and by when
- Exit readiness and succession preparation — the readiness work done well before the event, when it is still cheap
- Board decision materials — basis, assumptions, sensitivities and a recommendation that can be challenged
Typical mandate outputs
- Strategic options and growth assessment — routes to growth and the economics of each.
- Acquisition thesis and target assessment — prioritised targets and investment rationale.
- Transaction model and funding analysis — deal economics, capital requirements and key sensitivities.
Graham Montrose does not provide financial product advice, or arrange or execute transactions. The basis of engagement is set out in the Disclaimer.