Transaction Strategy & Capabilities

When clients lack the time, capital, or capabilities to go-at-it-alone or simply think an acquisition or partnership may lead to better outcomes, we help them design the right strategies, including where and when to use M&A, JVs, partnerships, consortia, licensing agreements, and customer-supplier relationships.

When a company’s strategy requires building a new industry value chain or entering an interdependent web of relationships with suppliers, customers, competitors or other stakeholders, we work with them to design partnership ecosystems that will set them up for success.

When companies hold valuable intellectual property but lack the capabilities to commercialize it on their own, we help determine an optimal overall licensing approach, including sizing the opportunity, evaluating multiple licensing options, and identifying potential licensees.

We conduct market and competitor studies to assess market attractiveness and competitor capabilities.

We develop strategies and business plans for potential transactions to determine if the opportunity is worth pursuing and to define post-close plans and investments for the first 3-5 years.

We help clients internally organize to better source and execute transaction-dependent strategies including redesigning, optimizing, and training their strategy, business development, and M&A functional teams; creating or redesigning corporate investment stage-gate and other transaction processes; and establishing guidance documents, policies, and procedures to enable the organization to effectively execute transactions.