If the investor is in the minority position, major corporate actions would be taken by the investee’s board of director. Our Representation Services can help provide discipline, proper reporting, governance and benchmarking in business and finances. We help and guide our client in their preparation to meet the deadlines of stock listing as an exit for investor. Our executives are mature, experienced, and savvy in board room meetings thus helping the company in navigating into the right path.
For distressed or turnaround situations, we add value by providing experienced and tested senior executives in turnaround situations. Institutions with a large loan exposure to certain clients cannot afford a single delinquent client which may wipe out the annual profit. We help our clients in assuring good governance practice and proper use of money. This is to avoid side streaming, which is rampant for some companies.
For family offices that owns a vast array of fast growing companies but not maximizing its potential due to the lack of discipline in investing, unorganized investment structure, unclear IRR for project return, inadequate resource planning, sporadic ownership structure (reducing synergistic value) and the lack of harmony across Sales, Operations and Finance functions. Companies grow to such a size that embracing corporate finance and the capital market has become mandatory. Family businesses normally lack proper corporate governance, management system and clarity in business processes. Owners at the highest level almost always have to be involved in day to day decisions. This includes the issues of next generation preparation for the second generation to enter into the business. Our senior partners can be trusted to provide coaching and business insights for the second or third generation to speed up the learning curve. This is to ensure sustainability and success of the business.
For underperforming subsidiaries with a marginal CEO or CFO, our pool of talents can be a good add-on to change the board’s atmosphere. We can infuse the required disciplines, performance improvement, swift execution and turnaround strategies. Most headquarters knows what to do but does not have the time and resources to pay such detailed attention hence risks losing business momentum and opportunities at the subsidiary level.
It has been argued that CFO adds enormous value to the company, yet to find a suitable and willing CFO is not easy, let alone the annual package is exorbitant. This even leads to an excruciating situation when the company needs a sophisticated financial & business strategist to survive or to be sustainable in the medium term.
Our CFO can visualize Financial Intelligence, Operational Intelligence, Sales and Business Intelligence in a dashboard (or even to create one)
Our Services include:
Handholding process in setting up key drivers, business & financial roadmap, ERP setup (if necessary), dashboard, investment disciplines, financing, and equity placement.
Financial, operational, sales and business intelligence identification & process improvement strategies (i.e lean management or Just-in-time)
Periodical guidance and advisory