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Strategic Value Analysis Offering Financial Analysis Methodology

Our Strategic Value Analysis offering involves performing a detailed examination of a Our analysis is developed based on rigorous financial analysis and leverages a value
client’s issues and challenges in the context of their industry and market, performance analysis framework. The analysis breaks down a client’s performance into pieces so
analysis and comparisons to competitors and peers and understanding the expectations that underlying performance drivers can identified. Our analysis includes perspectives
of external stakeholders. from a number of lenses, including industry context, client execution performance and
investor expectations.
Understanding the fundamental principles of how value is created and destroyed within
a company is a critical step in improving performance. The objective of this analysis This is done by utilising the value analysis framework and a number of financial metric

is to identify the most important value creation opportunities that can help clients decompositions, including but not limited to:
improve performance, outperform peers and enhance shareholder returns.
• Total Returns to Shareholders

STRATEGIC VALUE ANALYSIS FRAMEWORK • Returns on Invested Capital Decomposition

• Operating Working Capital Decomposition

• Enterprise Value Breakdown (Current Value & Future Value)

• Corporate and business unit performance analysis

Operational
Performance

VALUE ANALYSIS FRAMEWORK

Strategy
Stakeholders, Shareholders &
Analyst Expectations Returns to Shareholders
(Capital Appreciation & Dividends)

Value of Discounted cash flows
Financial
Performance Competitor Strategy & Financial
Performance

Industry Trends &
Disruptors
Growth Spread

Typically our clients use this analysis as a way to gain objective insights into company
performance, market trends and to improve understanding of competitors strategies Organic Inorganic Return on Cost of Capital
and performance. These insights create an opportunity to uncover blind spots and (M&A) Invested Capital (Debt & Equity)

identify value creating opportunities.