transaction consulting zurich "company presentation english"
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© Transaction Consulting Copyright 2010 | 1
Company presentation
Zürich, January 2014
© Transaction Consulting Copyright 2010 | 2
Transaction Consulting is a Boutique Strategy- and Financial Advisory Firm with a focus on e-Business
Strategic advisory Financial advisory
• Transaction Consulting is an agile Management Consultancy based in Zurich.
• Founded 2010 by former Roland Berger consultants.
• Transaction Consulting gives Strategic and Financial advisory to leading corporations and private equity firms in Germany, Switzerland and France with a focus on e-business and digital media.
- Transaction consulting and M&A: Identification of buyer / targets, Evaluation, Non-binding offer, Due-Diligence, Contract negotiation
- Transaction support: Commercial Due-Diligence, Business plan evaluation, Second opinion, Integration of target, 100-day plan
- Business Strategy: Strategy and concept
- Business Audit: Efficiency gains and reorganization
- Internationalisation: Selection of new target markets, review of environment factors and efficient implementation
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Financial advisory
> 15 Projects (Small Cap & Workbench for Corporate M&A) • 60% of M&A-Projects are generated through consulting projects • Growing part of „stand-alone“ M&A projects
Strategic advisory e-Commerce
> 25 Projects • Nr. 1 e-Commerce in Asia
(Market entry CH) • Nr. 1 e-Commerce DE
(Platform development 2002) • Nr. 1 Telco CH (Strategy &
Portfolio) • Nr. 3 Retail CH (e-Kiosk) • Nr. 1 Telco CH (digital
Community)
Strategic advisory Online-Retail
> 15 Projects
• Nr. 1 Fashion Retail in CH (Multichannel)
• TOP 5 Retail DE („Product Innovation“)
• Nr. 3 Retail CH (e-Services Logistics)
• Nr. 1 Logistics e-Commerce CH (JV)
• Nr. 1 Payment in CH (Loyalty)
• Nr. 1 Customer-Card CH (e-Commerce)
Strategic advisory Media & TV
> 15 Projects • Nr. 1 Media in Norway (CMS
Platform) • Nr. 1 Media & TV CH (Digital
Strategy) • TOP 5 Media & TV DE (JV) • TOP 3 Media & TV DE
(Market entry CH) • Nr. 1 Telco CH (Online Video
Platforms)
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Transaction Consulting has many years of expertise and is working as an advisor to leading corporations, PE-firms and funds
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Strategic advisory: The development of a strategy follows our proven proceedings with clear cut results in a decision memo
1- Analysis 2- Strategy 3- Decision Memo
Procedure and Results
Expertise
TC
Standardized interviews SWOT Analysis Scenario
evaluation Prioritization
and Selection Business Case and
Project Resource Plan Transaction Cons
Transacion Cons Transaction Cons S W
O T
100 50 5
2
1 1
3
5
Σ: …
• Standardized interviews clarifying various issues
• Series of internal and external interviews
• SWOT Analysis • Assessment of
opportunities, risks and existing e-business know-how
• Scenario evaluation • Strategic path • Best-, worstcase and
realistic scenario
• Prioritization of business options
• Strategic focus • Weighted criteria
matrix
• Strategy – scenario analysis • Cornerstones of business plan • Assessment of existing know-
how • Coordination with existing
business strategy
Standardized interviews are based on • Operating experience • Discussion with
partner companies • Desk research
• Own operating experience as a base for every industry specific assessment
• Best Practice Analysis /Benchmarks • Critical success factor • Trend extrapolations • Facilitation skills
• Variety of projects with business case preparation
• Strong operating experience in the creation of e-business plan
After 4 to 6 weeks we will deliver an elaborate decision memo
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Financial Advisory: Transaction Consulting as partner for Private Equity Firms and Funds during the entire investment lifetime
Investment Exit Portfolio
Operational adjustments • Business Audit • Sales-up and growth plan • 100-day plan • Internationalization • Partner strategy • Restructuring and turnaround
Advisory during investment process (Buy-side) • Market overview • Long-list and initial contact • First assessment and selection
of short-list • Market- and competitive
analysis • Due-Diligence Coordination
Advisory during exit-process (Sell-side)
• Know-how and sparring advice for equity-story
• Identification of target segments • Restructuring and operative
measures for EBIT target figures • Preparation of offer-documents,
data-room, coffee-table presentations
• Acquisition of targets
• Challenge market-view and business plan of target
Growth of EBIT and enterprise value by meaningful operational
and structural adjustments
Support for the preparation and carrying out the transaction
© Transaction Consulting Copyright 2010 | 6
References
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Reference 1: Digital- and community strategy and concept for a leading Swiss sports services provider as well as short list for partner and possible targets
Background: ü B2B business model with event organizer is the prime revenue stream during events ü B2C potential for over 750 K registered athletes has not been addressed ü “Upgrade” of leisure athletes to performance oriented athletes
Project assignment: ü Strategy and concept ü Definition of digital applications and bundles for different target groups ü Definition of business model and high-level business plan Results: ü Competitive Analysis of > 500 possible functionalities ü Bundling and account strategy (freemium model) to optimize community growth and revenue ü Concept for digital community platform ü Business plan and needed investments (capex and internal man-hours) ü Short-list for partners and possible acquisition targets
Implementation Support
4
Strategy
1
Transaction
3
Concept
2
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Reference 2: Strategy, portfolio optimization and enhanced sales-structure for the leading Swiss event service provider
Background: ü Client faces low margins and slow growth ü Medium-term strategy and future product portfolio not in line with shareholder expectations ü Inadequate PMI of past acquisition leads to different groups and strategic directions within
the organization Project assignment: ü Strategy ü Product portfolio optimization ü Evaluation of sales organization and reporting Results: ü Competitive landscape ü Developed two main strategic directions to optimize growth, revenues and EBIT ü Concept to boost sales with partner-concept ü Developed hands-on tools for sales reporting ü Short-list for partners and possible acquisition targets
Implementation Support!
4
Strategy
1
Transaction
3
Concept
2
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Reference 3: Project management structure, guidelines and “readiness-check” for international ERP-roll out for retail branch of global leader in medical technology
Background: ü Client faces difficulties in project management and execution of international ERP-roll out ü Inadequate guidelines and “complex” frameworks lead to frustration of team members,
inefficiencies and redundancy: Postponement of “Go-live” dates and budget overrides
Project assignment: ü Development of easy-to-handle project management framework ü Development of a country readiness-check ü Coaching of project team Results: ü Developed project management framework ü Project handbook based on RUP (rational unified process) ü Design of all relevant work-streams with clear cut tasks, responsibilities and templates ü Developed check-list to evaluate “country-readiness” well before dedicating resources for country
roll-out
Implementation Support
4
Strategy
1
Transaction
3
Concept
2
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Reference 4: Strategic advice, market overview and long-list / short-list targets for a leading Swiss retail and trading company (buy-side)
Background: ü Growing reach of smartphones and tablet PCs ü The business model of the customer is threatened by digital services due to the increasing
substitution of printed press products Project assignment: ü Decision paper considering entry in e-kiosk market ü Internal know-how audit ü Long-list and short-list targets Results: ü Assessment of „e-kiosk“ market in Germany, Austria & Switzerland ü Selection of operator model and value chain analysis ü Partner strategy based on know-how and competence of client ü Four potential partners in Europe and the U.S. were considered and analyzed
Implementation Support
4
Strategy
1
Transaction
3
Concept
2
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Reference 5: Commercial Due Diligence ticketing market Germany, long- and short-list targets (buy-side)
Background: ü To speed up the growth strategy in Germany several targets with regional dominant position have
been evaluated
Project assignment: ü Commercial Due-Diligence German market ü Long-list und short-list of targets in Germany ü First assessment and negotiations Results: ü Commercial Due-Diligence for German market ü Strategic advice ü Revenue and EBIT projection „stand-alone“ vs. „acquisition“ ü Evaluation targets „stand-alone“ und „joint-venture“ ü LoI with leading German media house (Seller)
Implementation Support
4
Strategy
1
Transaction
3
Concept
2
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Reference 6: Organizational audit (IT / E-Commerce) for a leading Swiss retailer
Background: ü The introduction of a multi-channel e-commerce platform is overdue and budget is not in line ü The management board would like to avoid further surprises Project assignment: ü Audit project for technical, organizational and financial aspects ü Stabilization of the project resulting from the development and implementation of a new plan
of actions ü Coaching of project manager Results: ü Revision of the project and budget plan ü Introduction of new project management tools and governance ü Optimization of the organizational integration of e-commerce/IT and recruitment process for
key positions ü Straightening project tasks with the help of an activity distribution chart ü Significant cost savings attributable to negotiations with the service providers
Implementation Support
4
Strategy
1
Transaction
3
Concept
2
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Reference 7: New strategy for a mobile couponing provider
Background: ü Swiss market is already relatively well saturated with a range of providers offering push and
pull coupons ü Among the existing mobile couponing providers no one offers a technically integrated and
customizable solution ü Big brands and retailers are looking for integrated solutions. They do not want to see their
CRM activities subordinated or indexed under the name of an external provider Project Assignment: ü Market - and competition analysis ü Reassessment and optimization of the strategic position ü Identification of potential customers Results: ü Competitive advantage formulation for the client to speed up acquisition of large B2B
customers ü New strategic direction and development and new business model: Turn from a pure
mobile coupon provider to a neutral e-Service provider for customer loyalty
Implementation Support
4
Strategy
1
Transaction
3
Concept
2
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Reference 8: E-service strategy for a global leader in medical technology
Background: ü As part of a new marketing strategy the headquarter intends to extend its e-services offer to its
national companies Project Assignment: ü Estimation of the situation in the national group companies (< 15 countries) ü Assessment of existing digital activities ü Conception of offers ü Partner retrieval & -evaluation. ü Cost estimation Results: ü Conception of offers, central platforms and tools ü Selection of operating model ü Partnership strategy and logistics for central management and retrieval ü First B2B service tools (iPad-based sales tool with central application retrieval and Leads
Management for more than 15 countries & brands) are being implemented.
Implementation Support
4
Strategy
1
Transaction
3
Concept
2
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Reference 9: Strategy and concept of an M-commerce platform for a Swiss customer relationship provider
Background: ü Extra-industry competitor launches new offer, threatening clients core business ü Additional pressure caused by several partner requests Project Assignment: ü Market research and best practice analysis ü Assessment of technology and standardization level in Europe ü Development of mobile services platform to facilitate the core processes of customer
management provider Results: ü Market overview, best practice analysis and assessment of technology level ü Definition of scenarios for market entry ü Integration of existing online and offline offers ü Mock-up prototype ü Budget and time schedule for the development of a prototype
Implementation Support
4
Strategy
1
Transaction
3
Concept
2
© Transaction Consulting Copyright 2010 | 16
Reference 10: Project management structure, guidelines and “readiness-check” for international ERP-roll out for retail branch of global leader in medical technology
Background: ü Client faces difficulties in project management and execution of international ERP-roll out ü Inadequate guidelines and “complex” frameworks lead to frustration of team members,
inefficiencies and redundancy: Postponement of “Go-live” dates and budget overrides
Project assignment: ü Development of easy-to-handle project management framework ü Development of a country readiness-check ü Coaching of project team Results: ü Developed project management framework ü Project handbook based on RUP (rational unified process) ü Design of all relevant work-streams with clear cut tasks, responsibilities and templates ü Developed check-list to evaluate “country-readiness” well before dedicating resources for country
roll-out
Implementation Support
4
Strategy
1
Transaction
3
Concept
2
© Transaction Consulting Copyright 2010 | 17
Contact
Transaction Consulting GmbH | Lavaterstrasse 103 | CH-8002 Zürich T : +41-43-817 69 63 | F : +41-43-817 69 65 [email protected] | www.transaction-consulting.com