Strategic Reviews

Strategic reviews can be sought to address a number of issues, be that trading underperformance, potential risks that may impact future, longer term plans or identifying potential weaknesses or value inhibitors that could hamper efforts to achieve optimal shareholder value on a future exit plan.

We carry out strategic reviews of current business operations and measuring these against short / medium / long-term aims that are bespoke to a business’ specific requirements, be that to address under-performance, identifying key issues hampering business progression, tightening up of monitoring and controls or an overview of business operations and plans to implement ahead of a future event.

Options Analysis

When making a decision, management teams and shareholders need to be fully aware of all the options on the table.

Here at Falcon Corporate Advisory, we carry out options analysis (including compare and contrast reviews) to ensure the management teams / shareholders are fully informed before making key decisions on matters such as fundraising, future exit plans or acquisition deal structures.

Succession Planning and Preparing for Sale / Exit

In the SME market, a surprising number of business owners tend not to prepare in advance for a sale or exit event.  Instead, the commencement of a sales process ordinarily comes from a trigger event which facilitates a necessity to action an exit process (be that ill health, upcoming retirement target or unsolicited approaches from trade or investors).

The process of exploring readiness invariably leads to a deeper understanding of industry value drivers, active investors and strategic buyers helping to inform the strategy around how to build a valuable business, whether you intend to sell or not. 

Here at Falcon Corporate Advisory, we help business owners to assess a business’ exit readiness which is carried out through looking at the most applicable exit options and utilising our experience and M&A market research to inform and create a more rounded business strategy.

Assistance on and Implementation of Acquisition Strategies

When businesses are in a position of strength, the focus often turns to capitalising on this through growth – which can either be achieved organically (through strategic planning) or acquisitively.

In addition to strategic reviews which include identifying areas of opportunities for organic growth and optimisation of business performance, we assist and get involved in acquisition strategies.  This includes the following services before opting to make an initial offer for consideration by the target’s shareholders:

• narrowing down acquisition criteria;
• identifying suitable targets;
• leveraging our extensive database of connections to facilitate initial approaches (preferably through introduction);
• independently valuing an appropriate target; and
• providing options for deal structures for consideration.