In today’s world, organizations have the need to constantly grow their business – and grow it profitably. Multiple strategies are at play, in parallel, to achieve this common goal for the larger benefit of the business and its stakeholders.
Advisory
Financial Planning & Analysis
Bid / Commercial Modelling
Equity Research
Capital, which is mostly scarce, must be invested for growth or repaid to the shareholders as dividends – Hence agile and informed decision making on where, how, and when to invest becomes crucial.
At ConsultGenics we provide end-to-end support to our clients, not only in their organic and inorganic growth initiatives but also helping them deliver their existing business profitably. In addition to supporting corporates globally, we also have experience of working with start-ups supporting business planning and fund-raising activities. We have worked with investment banks, supporting them on Buy , Sell-side Equity and Credit Research.
Majority of the acquisitions fail to create long-term shareholder wealth. However, transactions worth billions of dollars materialize every year – why? Acquisitions can be broadly categorized as tonnage or bolt-on. The risk of failure is high in the former, as these acquisitions are aimed at improving the top line and are generally accomplished without giving due consideration such to critical factors like access to new technology or market, integration, and synergies with the existing business.
On the contrary, bolt-on acquisitions are targeted to acquire capabilities or access to new markets with clear synergies to existing business ensuring a better success rate.
We work with our clients across the entire acquisition and divestment lifecycle and provide value at every stage.
PRE-DUE DILIGENCE STAGE
- Identifying and screening good-fit acquisition targets by considering the universal set and analyzing potential synergies
- Supporting clients throughout the pre-DD stage including:
- Target market attractiveness assessment, target strategic fitment test, target preliminary assessment including SWOT etc.
- Helping design term-sheets and non-binding offers
DUE DILIGENCE SUPPORT
- Navigating and supporting your deal through the entire DD process
- Supporting your inorganic strategy by collaboratively evaluating both cost and revenue synergies
- Reflecting the findings in valuation and risk registers, and building sensitivities and scenarios to structure an efficient deal for you
- Using multiple valuation techniques to arrive at the right target value while working cohesively with the management, operational teams, and other consultants
POST DEAL
- Providing end-to-end support during the critical phase of transition and integration
- Building detailed post-merger integration plans which lay down a clear execution path and governance structure
- Fortifying your strategy by creating mechanisms to track and report synergies for your merged business
The ever-changing dynamics of the global corporate playfield necessitates a robust financial planning and cash flow management backbone. Having a farsighted financial plan with linkages between annual budgets and the strategic business plan is no less crucial than having long-term strategic business plan itself.
Our Financial Advisory consultants can help create a well-structured Financial Planning & Analysis (FP&A) framework that can typically act as the financial nucleus for your organization, keeping its movement and momentum in harmony —both financially and operationally. Our experts will work in sync with your teams to create multi-year financial models and annual target-setting processes so that you can assume complete control of your financial management function. We ensure models are flexible and generate insights on areas of variance from the plans.
BUDGETING & FORECASTING
- Building bottom-up budgets at business unit level, finally stacking up at the divisional and group level
- Creating a comprehensive and complete view of the revenues and cost break-up for management
- Applying FP&A frameworks to marry operational metrics with business objectives and develop accurate financial forecasts
COST BENCHMARKING
- Analyzing contracts and benchmarking granular cost items to capture and highlight key movements
- Benchmarking of cost variables across industry and over a period, depicting trends to help you better understand costs movements
- Investigating pain areas basis financial analysis and providing solutions to our clients
DASHBOARD & REPORTING
- Creating effective, automated, and simple dashboards for easy comprehension and decision-making
- Offering everything under one roof, from setting up your reporting process to designing and building reports
- Providing multiple scenarios through simulation of various material variables and their impact on financials
BOARD PACKS
- Designing, creating, and updating Management reports and Board packs covering business performance
- Performance packs to enable senior management to get a complete view of the business and facilitate timely and informed decisions
One of the most critical decisions for firms is to decide between “Go” and “No Go” for an RFI or RFP. The consequences of getting this decision wrong can be dire and long-lasting for firms. Submitting a winning bid requires deep experience and understanding of the requirement, market dynamics, and competition.
We, at ConsultGenics, offer end-to-end bid support to help clients steer through the process smoothly. We focus on developing competitive pricing models with various combinations of scenarios and sensitivities that are required to write winning tenders. Our consultants have sufficient grasp of the financial tools and techniques available to increase your win rates. Our team also stresses on governance and compliance (both internal and external) to help clients in improved and well-informed decision making.
COMMERCIAL MODELLING
- Supporting your commercial team throughout the entire bid cycle
- Creating comprehensive pricing models, capturing granular movements across all costs and revenue streams in detail
- Facilitating analysis and reporting for internal governance, approvals, and risk assessment
- Supporting your internal team to ensure timely submission of quality RFP responses
BEST MODELLING PRACTICES REVIEW
- Using industry best practices to intricately audit financial models
- Suggest best modelling practices basis vast industry experience
- Improving and refining model inputs by challenging every assumption built into it
STRESS / SCENARIO TESTING
- Laying down a comprehensive set of sensitivities and building multiple scenarios
- Creating effective and efficient models that can evaluate various business and risk profiles
- Stress-testing all models to check for accuracy and performance of each scenario
Equity Research is the backbone of a full-service investment bank. Equity research teams provide insights on the sectors they cover and companies under coverage within the sectors. Investment Banks publish regular industry and company updates in addition to earnings review reports and investment event coverage reports. The reports are a result of deep domain expertise and an understanding of financial market dynamics.
At ConsultGenics, we offer a bouquet of services for equity research support, such as creating and updating financial models and industry databases, writing earnings reviews, initiating coverage reports, and periodic industry papers. Accreditations in publications acknowledging the contribution of our researchers by star rated Wall Street analysts is a testament of the depth of our knowledge and quality of the services provided.
Majority of the acquisitions fail to create long-term shareholder wealth. However, transactions worth billions of dollars materialize every year – why? Acquisitions can be broadly categorized as tonnage or bolt-on. The risk of failure is high in the former, as these acquisitions are aimed at improving the top line and are generally accomplished without giving due consideration such to critical factors like access to new technology or market, integration, and synergies with existing business.
On the contrary, bolt-on acquisitions are targeted to acquire capabilities or access to new market with clear synergies to existing business ensuring better success rate.
We work with our clients across the entire acquisition and divestment lifecycle and provide value at every stage.
PRE-DUE DILIGENCE STAGE
- Identifying and screening good-fit acquisition targets by considering the universal set and analyzing potential synergies
- Supporting clients throughout the pre-DD stage including:
- Target market attractiveness assessment, target strategic fitment test, target preliminary assessment including SWOT etc.
- Helping design term-sheets and non-binding offers
DUE DILIGENCE SUPPORT
- Navigating and supporting your deal through the entire DD process
- Supporting your inorganic strategy by collaboratively evaluating both cost and revenue synergies
- Reflecting the findings in valuation and risk registers, and building sensitivities and scenarios to structure an efficient deal for you
- Using multiple valuation techniques to arrive at the right target value while working cohesively with the management, operational teams, and other consultants
POST DEAL
- Providing end-to-end support during the critical phase of transition and integration
- Building detailed post-merger integration plans which lay down a clear execution path and governance structure
- Fortifying your strategy by creating mechanisms to track and report synergies for your merged business
The ever-changing dynamics of the global corporate playfield necessitates a robust financial planning and cash flow management backbone. Having a farsighted financial plan with linkages between annual budgets and the strategic business plan is no less crucial than having long-term strategic business plan itself.
Our Financial Advisory consultants can help create a well-structured Financial Planning & Analysis (FP&A) framework that can typically act as the financial nucleus for your organization, keeping its movement and momentum in harmony —both financially and operationally. Our experts will work in sync with your teams to create multi-year financial models and annual target-setting processes so that you can assume complete control of your financial management function. We ensure models are flexible and generate insights on areas of variance from the plans.
BUDGETING & FORECASTING
- Building bottom-up budgets at business unit level, finally stacking up at the divisional and group level
- Creating a comprehensive and complete view of the revenues and cost break-up for management
- Applying FP&A frameworks to marry operational metrics with business objectives and develop accurate financial forecasts
COST BENCHMARKING
- Analyzing contracts and benchmarking granular cost items to capture and highlight key movements
- Benchmarking of cost variables across industry and over a period, depicting trends to help you better understand costs movements
- Investigating pain areas basis financial analysis and providing solutions to our clients
DASHBOARD & REPORTING
- Creating effective, automated, and simple dashboards for easy comprehension and decision-making
- Offering everything under one roof, from setting up your reporting process to designing and building reports
- Providing multiple scenarios through simulation of various material variables and their impact on financials
BOARD PACKS
- Designing, creating, and updating Management reports and Board packs covering business performance
- Performance packs to enable senior management to get a complete view of the business and facilitate timely and informed decisions
One of the most critical decisions for firms is to decide between “Go” and “No Go” for an RFI or RFP. The consequences of getting this decision wrong can be dire and long-lasting for firms. Submitting a winning bid requires deep experience and understanding of the requirement, market dynamics, and competition.
We, at ConsultGenics, offer end-to-end bid support to help clients steer through the process smoothly. We focus on developing competitive pricing models with various combinations of scenarios and sensitivities that is required to write winning tenders. Our consultants have sufficient grasp of the financial tools and techniques available to increase your win rates. Our team also stresses on governance and compliance (both internal and external) to help clients in improved and well-informed decision making.
COMMERCIAL MODELLING
- Supporting your commercial team throughout the entire bid cycle
- Creating comprehensive pricing models, capturing granular movements across all costs and revenue streams in detail
- Facilitating analysis and reporting for internal governance, approvals, and risk assessment
- Supporting your internal team to ensure timely submission of quality RFP responses
BEST MODELLING PRACTICES REVIEW
- Using industry best practices to intricately audit financial models
- Suggest best modelling practices basis vast industry experience
- Improving and refining model inputs by challenging every assumption built into it
STRESS / SCENARIO TESTING
- Laying down a comprehensive set of sensitivities and building multiple scenarios
- Creating effective and efficient models that can evaluate various business and risk profiles
- Stress-testing all models to check for accuracy and performance of each scenario
Equity Research is the backbone of a full-service investment bank. Equity research teams provide insights on the sectors they cover and companies under coverage within the sectors Investment Banks publish regular industry and company updates in addition to earnings review reports and investment event coverage reports. The reports are a result of deep domain expertise and an understanding of financial market dynamics.
At ConsultGenics, we offer a bouquet of services for equity research support, such as creating and updating financial models and industry databases, writing earnings reviews, initiating coverage reports, and periodic industry papers. Accreditations in publications acknowledging the contribution of our researchers by star rated Wall Street analysts is a testament of the depth of our knowledge and quality of the services provided.