Corp Pres 2018 · 2018. 1. 12. · Corp Pres 2018 Author: Gilles Roux Created Date: 1/8/2018...
Transcript of Corp Pres 2018 · 2018. 1. 12. · Corp Pres 2018 Author: Gilles Roux Created Date: 1/8/2018...
Copper OakOur services at a glance
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Copper Oak: all you need
• Transactions
• Valuation
• Modelling
• Management Package
Corporate Finance
• Dedicated environment
• Buy-in from the team
• Getting strategy implemented
Fast Solution Incubator
• Corporate Development
• Strategic Advisory
• Family Business & Entrepreneur’s Advisory
Corporate Advisory
• Change Management
• Optimisation of processes
Transformation Management
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Corporate Finance
Red flag review (fast forwardunderstanding of key challenges withregards to a potential acquisition,disposal, project or strategic alliance/JV)
100-day plan-/post- merger integration(seamless & detailed planning andimplementation to maximise a successfulintegration whilst limiting businessdisruptions)
Financial restructuring (finding theoptimal solution to financial andoperational challenges and improveperformance)
Financial engineering (structuring ofcomplex transactions to maximiseshareholder and stakeholder value withindebt and/or equity transactions)Business,IP and company valuation also in thecontext of portfolio reviews
We support your organisation from target screening till the acquisition in optimising the financial models in order to increase your ROI.
Transactions
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Corporate Finance
Business, IP and company valuation also in thecontext of portfolio reviews
Valuation in the context of share transfersbetween families or between groups withdifferent shareholder structures
We support your organisation from target screening till the acquisition in optimising the financial models in order to increase your ROI.
Valuation
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Corporate Finance
Financial projections & impact analysis ofalternative transaction structures, e.g.: forPublic-Private Partnership
Structuring of the optimal managementdeal, including selection of the best equitypartner
Negotiation of the management package
We create bespoke mathematicalmodels designed to represent (a simplifiedversion of) the performance of a financialasset or portfolio of a business, project, orany other investment. These modelscombined with the right managementpackage will lead your project to theoptimal ROI.
Modelling & Management Package
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Corporate Advisory
We provide bespoke classical strategic and tactical advice and unparalleled execution to public and privatecompanies and financial sponsors, which also means advising not to pursue a transaction when it does notenhance your strategic objectives.
Corporate Development & Strategic Advisory
Preliminary assessment, valuation &negotiation of selected acquisitiontargets, disposals, projects and strategicalliances/JVs
Financial modelling of an acquisitiontarget, disposal, project or strategicalliance/JV’s impact on clients’companies
Analysis of business portfolios andpro-active preparation of businessesfor potential strategic actions
Value creation for private equityportfolio company
Equity story and exit valueoptimisation
Strategic review and options’ assessment(including acquisitions, disposals, mergers,joint ventures, partnerships, options forcapital raising)
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Corporate Advisory
For family-owned companies to sustain dynamic progress across generations, they need to manage theinherent conflict between family and business on a consistent basis. Copper Oak accompany Entrepreneursand their family on their way to a sustainable cross-generational business strategy.
Family Businesses & Entrepreneurs’ Advisory
Leadership, succession, and governance across generations (family and non-family CXO succession; business and family governance advisory)
Advisory in negotiation with external investors and/or business partners while protecting the family’s interests
Advisory in implementing the optimal platform to accommodate future growth or family transition or succession
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Transformation Management
Transform “participants-
observers” into actors
Set clearly defined KPI’s
(employee satisfaction,
working capital)
Design processes and
support managers to
deliver
Analysis of the processes RtR, OtC, PtP, HtR,
PtPr
Create cultural change
Coaching and workshops for individuals and
teams
Identification of synergies
Communicate on
achievementsto boards and stakeholders
Cultural awareness trainings
People make your organizationmore effective on the market.Copper Oak leads you throughthe rules of change managementfor a sustainable implementationof new processes and monitoringof the synergies achieved.
Change Management & Optimisation of
processes
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Fast Solution Incubator
FSI makes all the stakeholders
work in “closed-doors” session
2 days in a dedicated
environment
All stakeholders with targets
1 coordination
team
a solution developed
and accepted by all
participants
FSI: Fast Solution Incubator
Working with Country Heads can become achallenge when you face a multicultural audience.Copper Oak offers an opportunity to work with allyour stakeholders in “closed-doors” session overtwo days in order to shortcut the acceptanceprocess and the change management curve.
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Why Copper Oak ?
Your benefit
• Small flexible structure dedicated to your needs
• High quality delivery• Discretion guaranteed• Specialised in commercial projects with more
than 20 years experienced managers• Ability to manage projects in English, German
and French• Ability to act worldwide thanks multicultural
awareness• Located in Germany and in the UK
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Our team
Gilles Roux Grégoire Dusausoy
Copper Oak GmbH & Co. KGThe Squaire 1260549 Frankfurt am MainGermany
www.copper-oak.com
Copper Oak UK Ltd.117 PiccadillyLondon W1J 7JUUnited Kingdom
www.copper-oak.com