Consulting

Consulting topics with successful project experience:

Building a more effective business model
Business valuation in mergers and acquisitions
Effectiveness of the Board of Directors (Supervisory Board)
Structuring deals between entrepreneurs (business owners) and strategic investors
Company financing strategy
Expertise in company investment projects
Financial market regulation
Macroeconomic analysis

Building an effective business model

A two-day session with the company’s management, during which solutions are found to make the business model and strategy more effective and sustainable.

Business valuation in mergers and acquisitions, determining the position in price negotiations, and deal structuring

Determining possible value ranges, key value factors around which negotiations occur, building a negotiation position, and determining the best alternative for the client (BATNA). Success in such projects means achieving a favorable agreement for the client or convincing the client of the unprofitability of a deal if better (more advantageous) alternatives exist.

Effective role and functions of the owner in business management

There are several common problems in companies where ownership is distributed, and management is separated from ownership. To what extent should the owner be involved in management, based on personal goals and priorities, as well as business strategy? What tools allow aligning interests between owners and management to avoid unproductive power struggles within the company? How to determine an effective management compensation system under these specific conditions? How to effectively organize the work of the Supervisory Board (Board of Directors)? What information should owners receive if they are not involved in operational management? What should be the procedures for making strategic decisions and resolving conflicts? The result of such a consulting project is a set of policies and procedures aimed at increasing corporate governance efficiency and reducing the costs of solving the aforementioned problems.

Structuring deals between entrepreneurs (business owners) and strategic investors (private or institutional)

Structuring such deals often poses a complex task. The goal is to reach an agreement that aligns the interests of the parties, is based on objective market parameters, and is feasible within the existing legal framework. The key issue in the deal is the price (business value), but not only. It is also important to distribute risk between the parties, ensuring effective value creation after the agreement is signed. The goal of such projects is to achieve a mutually acceptable agreement using tools developed by global and domestic practice in similar deals.

Company financing strategy

The goal of the project in this case is to determine the optimal strategy for financing business growth, considering its strategy and the opportunities provided by domestic and global financial markets. What is the current financing strategy, and how should it develop given the company’s growth plans and competitive environment? What debt sources are available to the company today and will become available tomorrow? What parameters of debt financing minimize business risks and provide the right incentives for management? What should be the ratios between alternative debt financing instruments (domestic and foreign, loans and bonds, in foreign and domestic currency, long-term and short-term, etc.)? Should the company prepare for an IPO, and what are the optimal timelines for this? What strategic investors might be interested in investing in the company, and what investment conditions can be achieved? The desired result of such a project is a document developed in collaboration with the company’s management that defines the business financing strategy and financial policy for a period of 3 to 7 years.

Expertise in company investment projects

This concerns investment projects whose scale has a significant impact on the company’s future. The consultant’s role in this case is to ensure consideration of all important project factors, analysis of all significant risks, propose tools to mitigate them, and assess the synergies and opportunities (real options) contained in the project. The value of the project lies, among other things, in the professional and unbiased perspective of the consultant, and the need for consulting often arises in cases of differing viewpoints among the company’s managers and owners, as the arguments of interested parties may be distorted by personal interests and specific views on business development. A useful side result of such projects is the improvement of policies and procedures for preparing and making investment decisions in the company, as well as monitoring their implementation.

Developing an investment declaration (prospectus) and portfolio management strategy for an investment or pension fund

Macroeconomic analysis of economic development trends and their impact on a specific industry (company)

Several clients have requested an analysis of the main factors and driving forces in the changing macroeconomic situation, forecasts of possible development scenarios, and research on what causes and events may lead to the realization of one or another scenario. Such requests usually arise during periods of macroeconomic instability.

Development of the regulatory environment and institutional structure of financial markets

Each of the projects I have undertaken in this area has been unique: work on legislation regarding financial derivatives, research on the possibilities and necessary steps for creating a primary dealer institution in the government securities market, development of industry standards for assessing the efficiency of investment fund portfolio management, analysis of possibilities, benefits, and costs of financing the state budget deficit through domestic borrowing, development of plans for the development of debt instrument markets, etc.