Services
Strategic Advisory & Consulting
Deliver Innovative Ideas to Meet Diverse Strategic Needs
Services
Strategic Advisory & Consulting
Deliver Innovative Solutions to Meet Diverse Strategic Needs
Our Strategic Advisory & Consulting services are uniquely designed to deliver innovative, customised solutions to meet the diverse strategic and financial needs of tech companies, entrepreneurs and investors. We recognize technology clients face a unique set of strategic decisions and issues, driven by the rapidly evolving business environment and accelerated pace of disruption.
We see tech companies undergoing a business transformation or facing financial or operational stress rely on our Strategic Advisory and Consulting services to address their unique needs. Our portfolio is designed to address the specific requirements of such clients based on the stage of business and specific situation, key stakeholder objectives and set of strategic and financial issues that need focus.
Highlights of our Strategic Advisory & Consulting Practice
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Unbiased and independent, strategic investor perspective
Our practice combines decades of experience and perspective of our senior team, industry best practices, our proprietary research and tools which have been successfully adopted by leading tech companies. SA typically operates as a seamless extension of client leadership teams, where we bring an independent, objective point of view across strategy, financial performance improvement or restructuring(optimise working capital, cash flow and EBITDA), external investments and other strategic issues to help stimulate strategic discussions and enable data-driven decisions to meet investor or board objectives and create long term value.
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Effectively combine strategic insights and financial rigor
The team at SA has a long track record of driving value for PE or VC backed companies across diverse strategic advisory and consulting engagements involving hundreds of strategic and financial business situations. We understand the mindset of these investors and their expectations in terms of financial rigor and performance metrics from portfolio companies. As the current technology cycle changes, we are uniquely positioned to help you address immediate financial stress or profitability improvement challenges and over longer term, help you transform the growth trajectory of your company.
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Client objective driven, agile consulting approach
Every engagement is tailored to meet specific client objectives in the most efficient manner with our agile approach to consulting projects. Delivering client value through specific solutions and RoI drives us in every engagement, whether we are involved for a few weeks or several quarters. Our teams understand the pulse of technology businesses and use sophisticated scenario planning, diagnostics, financial modelling, industry research and valuation benchmarks to help our clients build strong fact-based position with their board, investors and stakeholders on strategic issues or decisions. Our capabilities are comprehensive in scope and provide management teams with the guidance and a complete suite of services necessary to achieve their business transformation and strategic objectives.
Our experience with industry cycles tells us that as we continue to experience unprecedented change in the business environment for technology companies, VC and PE investors are likely to remain highly selective with new technology investments, given the increased demands and attention towards ensuring existing portfolio companies can navigate through significant head-winds and a rapidly evolving technology ecosystem.
Our client engagements maybe entrepreneur-led or investor-led where we help build strategic solutions to address business situations ranging from business transformation, expansion into new markets, new products or financial restructuring solutions related to a strategic investment or M&A under consideration
"Our client engagements maybe entrepreneur-led or investor-led where we help build strategic solutions to address business situations ranging from business transformation, expansion into new markets, new products or financial restructuring solutions related to a strategic investment or exit transaction under consideration."
Majority of our engagements for technology clients revolve around addressing the following strategic issues
Business Consulting Services
- Business Plan Advisory
- Preparation of Investor deck, IM(Information Memorandum), Financial Model and projections
- SWOT Analysis/Competitive Assessment/Differentiation
- Business Plan Execution/Implementation
- Go-to-Market Strategy & Execution
- Entity Structure Advisory(for investor or acquirer)
- Valuations(for internal or external stakeholders)
Financial Restructuring and Consulting Services
- CFO Advisory
- Financial Performance Improvement
- Expansion of runway or Recapitalisation of company
- Sales Performance Acceleration
- Strategic Transformation/Business Re-structuring
- Building Governance, Board of Directors/Advisory Boards
Transaction Advisory Services
- Assessment of Strategic Alternatives to drive Shareholder Value
- Investment Readiness Assessment(Business, Technology, Financial Due Diligence)
- Due Diligence(to meet investor or acquirer requirements)
- Termsheet/LoI Review and Opinions
- Due Diligence and complete process to conclude M&A transaction
- Preparation for Investment or Exit transactions
- M&A Legal and Transaction Advisory Services (Partial or Full Exit)
- Investment Transaction Advisory Services for Investors(Investment review, Due Diligence and conclusion of transaction)
Our Strategic Advisory and Consulting engagements are designed to provide technology clients with a one-stop solution for any strategic business or financial issues that may impact the clients’ journey:
Investment Readiness & Preparation
- Business Plan Advisory
- Define Value Proposition and Opportunity landscape
- Go-to-Market Strategy & Execution
- Business model and Capital requirement
- Valuation Advisory
- Entity Structure Advisory(India, Singapore, US or other)
Financial Restructuring and Consulting Services
- CFO Advisory
- Financial Performance Improvement
- Expansion of runway or Recapitalisation of company
- Sales Performance Acceleration
- Strategic Transformation/Business Re-structuring
- Building Governance, Board of Directors/Advisory Boards
Transaction Advisory
- Assessment of Strategic Alternatives to drive Shareholder Value
- Preparation for Investment or Exit transactions
- Term sheet/LoI Review and Opinions
- Data Room Preparation and Analytics
- Comprehensive M&A Transaction Due Diligence (Business, Technology, Financial and Legal)
- Negotiations and complete process to conclude M&A transaction
- Transaction Advisory Services for Investors(Investment review, Due Diligence and conclusion of transaction)
Client Testimonials
"We continue to see SA as a great partner as we look to expand our focus on acquisitions and exits within our portfolio. We recently brought them in to help us evaluate an acquisition opportunity we were considering with a Digital Cloud platform company. Their Advisory team brought in a collaborative, roll-up the sleeves approach to advise us on the fair value we should offer based on industry benchmarks and certain other aspects of deal structure, while being sensitive to the time constraints. They have far exceeded our expectations and become our go-to partner for such transactions."
"As an active investor in Technology companies, we have relied on SA to advise us on our investments. Having them on our side has been invaluable given the rigorous investment process they bring in. I can vouch for their commitment and ability to run investment transactions holistically and get deep into every aspect that can improve investor returns and minimize risk."