Value creation services

S&W’s approach to value creation is complementary to our financial due diligence offering. We understand that businesses can’t just identify operational risks and value benefits during due diligence pre-deal, it’s crucial to plan how to create value and implement realisation programmes post-deal to achieve successful delivery.

More businesses are exploring how to strengthen their overall value and build resilience against future challenges. Whether your goal is to reduce operational costs, unlock the full potential of your workforce, reshape your business strategy or expand into new territories, beginning with a mindset focused on creating value is imperative.

Typically, the types of scenarios our clients find themselves in where they might need value creation support involve:

• Lack of clarity on key operational value drivers and levers in M&A deals, and what the potential options are to realise value
• Lack of full awareness of operational performance and associated metrics
• Lack of management experience at undertaking an integration or carve-out programme at pace, especially to deliver planned financial targets and operational KPIs
• Unfamiliarity with planning and delivering synergies and cost reductions, or dealing with transitional services agreements (TSAs) and stranded costs
• A series of operational, tech or cyber security issues which impact business performance in multiple ways, as well as EBITDA

Our value creation team has many years of global experience in supporting all types of clients in all business sectors, including financial services, private equity, real estate and many more. We maintain a laser-like focus on your tailored needs, while acting as a trusted advisor to help you every step of the way through the deal.

We have a structure deal methodology based on best-of-breed approaches, providing a range of different services to clients:

• Operational due diligence 
• Strategic cost reduction
• Operational efficiency improvements
• Technology due diligence (including cybersecurity and data)
• Synergy reviews
• Day 1 planning/post-merger integration
• Separation due diligence (complementing our VDD offering)
• Carve out planning and execution (including TSAs)
• Working capital reviews
• Value impact assessment and monitoring