Which strategies and financial targets are best suited to the market environment? How much economic value can be created with which activities in which markets? Which strategies will lead to a more competitive market position? Which businesses should be reduced in scale or sold – and over what time frame?
We take the view of a long-term investor. This perspective applies across the board, whether in application to improving financial and organizational structures, to crisis management or to formulating aggressive growth strategies.
From this starting point we move on to addressing the issues at hand from four core view points:
Market scenarios and target setting
Portfolio strategy and capital allocation
Business unit strategy and value agenda
Corporate finance and competition