STRATEGIC TRANSFORMATION

MERGERS, ACQUISITIONS AND DIVERSTITURES

MAKING THE MOST OF MERGERS, ACQUISITION OR DIVESTITURE

EVERYDAY CHALLENGES

  • A Merger or Acquisition is rarely straight-forward. For too many companies, M&A or restructuring projects don’t always pan out the way they had hoped for.
  • Success can depend on having the right team of industry experts in place, with a consistent approach through the entire process—from due diligence through integration.

 

THE ADEPT ADVISORY SOLUTION

  • The answer is simple. Trust a team of industry experts—experienced across multiple disciplines including risk advisory, finance and accounting—to leave no stone unturned.
  • Our goal is a consistent, razor sharp focus from concept and due diligence through integration planning, execution and support.

 

OUR DELIVERABLES

  • Adept Advisory is proud to offer flexible, personalized and business-defining solutions, hand-crafted by our highly experienced and globally aligned team.
  • Our emphasis is on detail—a highly methodical approach to transaction evaluation, planning, execution and integration.
  • Our strengths lie in financial due diligence, integration planning, and immediate post-integration management. We have expertise in embedding governance, project management, performance and risk management in private equity firms and portfolio companies.

 

SUSTAINABLE BENEFITS FOR YOUR ORGANIZATION

Sustainable value and on-going competitive advantage is key. Adept Advisory has a reputation for providing the Southern African private equity market with the expertise:

  • Increasing the likelihood of a successful transaction
  • Managing and mitigating risks
  • Decreasing costs by compressing timelines
  • Increasing objectivity while maintaining confidentiality
  • Aligning with organisational strategies
  • Retaining focus on legacy business to avoid the distraction of transaction management
BUSINESS TRANSFORMATION

TRANSFORMING BUSINESS

EVERYDAY CHALLENGES

  • Running a poorly designed operating model, hindering performance
  • Not realizing the full talent of your organisation
  • Manually intensive processes leading to increase in staff/costs
  • Process based/ continuous improvement culture is missing
  • Lack of soft skills (influencing, relationship, consultancy)
  • Unclear roles and ways of working
  • Lack of commercial and decision evaluation skills

 

THE ADEPT ADVISORY SOLUTION

  • Back Office Transformation (BOT) is an offering within Adept Advisory’s wider Strategic Transformation solution.
  • BOT encompasses the propositions of Target Operating Model, Shared Services and Business Partnering, underpinned by focused Change and Project Management.
  • Whether there is a need for addressing end-to-end operating models, proposing better ways of working or optimising relationships across your organisation, BOT will best position you for that evolution.

 

OUR DELIVERABLES

This multi-faceted approach allows organisations to be selective of transformational support. Typical deliverables across this offering include:

  • A blueprint that translates business strategy into organisational needs, and provides the framework of leadership, governance, performance reporting, risk & compliance and a new organisation design
  • A service management framework to achieve maximum efficiency, control and value by optimising and consolidating redundant processes, systems and organisations
  • Ensure functions offer impartial and trusted enterprise-wide business, financial and performance analyses to enable execution

 

SUSTAINABLE BENEFITS FOR YOUR ORGANIZATION

  • Ability to translate your business model and future strategy into results and high performance
  • Improved delivery levels
  • Culture of continuous improvement and cost reduction
  • Scalability and standardisation
  • Clear understanding of product, customer & channel profitability
  • Seen as a business advocate with advice sought on issues outside of finance
  • Stronger relationships between front and back office
STRATEGY FACILITATION

EVERYDAY CHALLENGES

  • Lack of a coherent business strategy within your organization
  • Key stakeholders not aware of strategic direction
  • Substantial change within your organization
  • Staff not held accountable for their decisions and actions
  • No clear line of sight between strategy & day-to-day activities
  • Experiencing a shift in industry dynamics

 

THE ADEPT ADVISORY SOLUTION

  • Adept Advisory provides strategy facilitation services at a management, executive and board level that drives activities and outcomes in a collaborative approach.
  • By setting priorities, directing energy, addressing operations, ensuring that staff and other stakeholders are working toward common goals, and assessing the organization’s direction in response to a changing, disruptive environment, we help articulate not only where an organization is going and the actions needed to make progress, but also how to be successful.

 

OUR DELIVERABLES

Our interactive approach seeks to align and help cascade strategic direction within an organization through, amongst others:

  • Pre-workshop interviews
  • Vision and goal setting
  • SWOT analysis
  • Challenges
  • Business transformation model (value proposition, market, products/ services, operating model)
  • Strategy map
  • Innovative ideas
  • Value chain
  • Key initiatives and action plans
  • Debrief and outcomes from strategy sessions

 

SUSTAINABLE BENEFITS FOR YOUR ORGANIZATION

  • Clear understanding of strategic direction
  • Stronger relationships amongst key stakeholders
  • Identification and assessment of new business opportunities
  • Ability to focus, plan, analyze and deliver strategy
  • Ability to translate strategic concepts into business results and  high performance
  • Ability to link higher level strategic intent to tactical decisions for people, process & technology
SHARED SERVICES

EVERYDAY CHALLENGES

  • Manually intensive processes leading to increase in staff/costs
  • Unmanageable transaction volumes
  • Site locations (and units) not conducive to low cost operation
  • Process based/ continuous improvement culture is missing
  • Lack of common processes and common data
  • More time spent on administrative activities, rather than focusing on core business activities and customers
  • Poor customer satisfaction (real or perceived)
  • Service delivery problems and poor quality
  • Poor control environment

 

THE ADEPT ADVISORY SOLUTION

  • Our Shared Services offering ensures that organisations’ processes and technology are standardised, activities are consolidated into a single site and that work is re- engineered to bring it in line with world-class standards.
  • The outcome is a shared service centre (SSC) with consolidated, dedicated resources, providing knowledge-based services to several independent corporate entities, focusing on internal and external customers, bound by service level agreements.
  • This enables SSCs to focus their efforts in two directions. Firstly, the need to effectively communicate value to their internal customers and prompt conversations that progress beyond money saving ideas to processes that improve business results. And, secondly, to continue to look for cost savings and efficiencies.

 

OUR DELIVERABLES

Our methodology includes a service management framework to assist clients in achieving maximum efficiency, control and value by optimizing and consolidating redundant processes, systems and
organizations into a service- oriented organisational unit.

We assess organisations on four key dimensions:

  • Strategy (vision, value & location)
  • Service delivery (performance, governance & improvement)
  • Organization (structure, people & culture)
  • Operations and technology (process, systems & controls)

 

SUSTAINABLE BENEFITS FOR YOUR ORGANIZATION

  • Culture of continuous improvement and cost reduction
  • Scalability and standardisation
  • Cutting out duplication between divisions
  • Accountability, visibility and transparency
  • Improved efficiency, effectiveness and quality
  • Economies of scale
  • Wage rate differentials (i.e. labour arbitrage)
  • Better audit and control
TARGET OPERATING MODELS

DESIRED OPERATING MODELS

EVERYDAY CHALLENGES

  • In the throes of a post- merger integration and unsure of future structure
  • Have undertaken an organisational restructure, or spun off a company into a standalone operation
  • Experiencing a change in industry dynamics
  • Need to comply with regulatory changes/pressure
  • Running a poorly designed operating model, hindering performance
  • Not realizing the full talent of your organisation

 

THE ADEPT ADVISORY SOLUTION

  • Our Target Operating Model offering seeks to provide clients with a blueprint and design that translates business strategy into organisational needs, and provides the framework of leadership, governance, performance reporting, risk & compliance and a new organisation design.
  • We connect an organisation’s strategic vision with its detailed functional business processes by answering the question, “What are the fundamental capabilities and competencies and where do they get executed?”
  • Our Simple, scalable and sustainable solution assists our clients with new business models; post mergers and acquisitions; and supporting cost reduction and simplification initiatives.

 

OUR DELIVERABLES

The Target OperatingModel approach:

  • Helps clients understand the existing model, future model, and what gaps need to be closed to reach the future state
  • Focuses attention on locations, customers, products, segments, channels, metrics, accountability, governance, and captive, or outsourced business processes
  • Provides direction to larger cost reduction agendas, shared services, new business models, or merger designs

 

SUSTAINABLE BENEFITS FOR YOUR ORGANIZATION

  • Ability to translate your business model and future strategy into results and high performance
  • Lowering of costs
  • Improved delivery levels
  • Ability to link higher level strategic intent to tactical decisions for people, process and technology
  • Support the decisions around key cost, or business simplification initiatives
  • Provide input into ERP business requirements