The ROI-EFESO team supports Private Equity firms and investors with strategic and operational advisory services. We enhance the performance of companies at every stage of the transaction, maximizing the value of Private Equity investments.
With our expertise in operations, we quickly assess the respective situation of portfolio companies and just as quickly identify potential for improvement. We challenge existing plans and focus on value creation – and we also empower employees to maintain and increase the performance improvements achieved. To ensure a successful and long-term business partnership, we always work together with the company's management.
In Private Equity projects, we focus on the following areas of activity:
We carry out both sell-side and buy-side due diligence activities, offering analyses of target company business and operations, financials and capital structure, and relevant industry and competitive landscape. Our approach is based on deep industry expertise delivering assessments of both companies’ qualitative characteristics and quantitative facts and figures, anchored to industry and company reality.
The 100-day plan - the gearbox between investment case and operational results - needs to be supported and embraced by the Private Equity firm as owner as well as by the acquired company’s leadership. The first 100 days are crucial in terms of making an impact and delivering a fruitful post-acquisition integration.
We recommend involving all employees of the acquired company. ROI-EFESO supports the buyer in aligning the acquired company management, developing and confirming the strategy, and setting ambitions and expectations.
By providing personnel strategy, operations and PMO capacities, we ensure the alignment of the organization and the use of best practices by the employees in the companies. This includes all relevant PMI phases and stages – from strategic goal setting to implementation plan and integration execution. We support PMI projects in particular with regard to
Our framework for a successful Post-Transaction Transformation has helped clients to reach EBITDA improvements identified during the due diligence phase, helping Private Equity firms to capture more value from their M&A deals. We address the following performance drivers within manufacturing industry:
Manufacturing strategy
Footprint optimization
Our team helps companies to shape their operational processes more efficient, agile, and technologically advanced. Based on our extensive expertise in industrial digitalization, we create added value with a short payback period in these and other areas:
We support Private Equity firms to make an impact on sustainability through their investments, delivering tangible value through an integrated sustainability strategy and operational plan. Sustainability themes are addressed and correlated to financial performance both before during and after an M&A transaction, with an increasing level of detail:
The objective of Operational Vendor Due Diligence (OVDD) is to provide the potential buyer or investor with a comprehensive insight into the financial, legal, operational and strategic situation of the seller.
With a OVDD carried out together with ROI-EFESO, buyers / investors can identify and better understand the risks, opportunities, and potential obligations of the company to be acquired. The results of the OVDD thus help to make informed decisions, determine the transaction price and better prepare for potential challenges and opportunities.
Our operations experts conduct a thorough assessment of your company's current and potential performance. Find out more about the benefits of Operational Vendor Due Diligence in our article.
Specialist article: How the topic of sustainability can be used as a value creation lever for portfolio companies.
