INVESTMENT THESIS
Vera Cruz helps businesses develop an Investment Thesis based on the value-creation potential of acquiring and/or merging a business and to overcome the multiple challenges facing organizations during the deal process.
- Analysing the current and potential value of a target
- Defining valuation parameters
- Setting concrete and realistic goals for the integration
- Agreeing targets which will drive the integration timeline, investment, milestones and focus the team
- Mapping risks: identifying potential problem areas and preparing mitigation and contingency plans
- Aligning expectations between all parties: reaching consensus on the deal and integration goals, both across and within organisations
Vera Cruz can confirm the value being created, challenge the investment thesis, and reduce the uncertainty in the decision-making process by bringing an unbiased perspective.
We also help our clients with:
Strategic Due-Diligence: evaluating and analysing the target’s strategic positioning and coherence with the Investment Thesis, considering aspects like market growth overview and trends, competitive landscape analysis, growth potential of the target, cultural assessment and governance related challenges.
Commercial Due-Diligence: evaluation of the target’s commercial strategy considering aspects like consumer needs, commercial structure, client base, and current performance.
Operational Due-Diligence: analysis of operational aspects like logistics and back-office processes, with the objective of foreseeing challenges and risks for each area, identifying any need for investment in infrastructure, people and systems to achieve the desired service level.
Vera Cruz can challenge the investment thesis and reduce the uncertainty in the decision-making process by bringing an unbiased perspective.