Most serious investors are excellent at evaluating potential investments and performing the required due diligence processes prior to committing to the transaction. However, many fail to perform post-investment reviews in order to objectively assess the integration and value uplift following the transaction. Fortunately this crucial aspect of the process can be handled by the Step Advisory team.
Independent objective assessment
We support investors who have completed a transaction to independently and objectively assess the assumptions made during the investment process and to realign the value creation plans based on the post-transaction integration. We provide an independent and objective review of how the business is placed post investment and this allows our clients to focus on specific areas with an eye to either mitigating risk or capitalising on new opportunities.
By performing an investment review within the first year of the transaction’s completion, the investor gains a timeous understanding of the feasibility of the value uplift, whether the expected synergies can be realised and if the strategy should be adjusted.