Clarifying the Mission

Case Study


Situation

A $4B global engineered products company was losing market share. They recognized that they needed to overhaul their corporate strategy in order to re-establish their leadership position in their key markets and to take advantage of emerging growth opportunities.


Approach

Chartic facilitated a strategic process that combined critical insights on emerging industry trends with targeted analyses to highlight specific opportunities for innovation and market disruption.

We helped define the specific ways in which our client could provide meaningful, differentiated value to its customers.

Chartic then worked closely with senior management to develop an execution path that prioritized key action items along with the specific responsibilities, metrics and investments required for success.


Results

Our client has since realigned its organization to benefit from synergies across its key businesses, developed a clear criteria for how it would deploy growth capital and entered new emerging markets.

The company has regained its momentum, re-established its leadership position in its key markets and has repositioned itself to capture even greater growth going forward.

Clarifying the Mission

What trends are impacting our industry and how can we take full advantage of them?

What customer problems do we need to solve in the near future?

How can we out-think and out-maneuver our competitors?

Prioritizing Investments

Case Study


Situation

A global industrial products company had significant capital to invest but was finding it difficult to proactively identify and prioritize investment opportunities.

They were largely being reactive to deals that were brought to them, many of which were financially unattractive, too difficult to execute or were strategically too far afield from their core capabilities.


Approach

Chartic worked closely with the company’s strategy, business development and internal M&A staff to identify and evaluate a range of investment opportunities that fit strategically with their overall mission.

In addition, for each potential target company we very quickly performed a wide range of detailed strategic and economic analyses to prioritize each opportunity (factoring in such considerations as underlying market and business attractiveness, expected acquisition premiums, required synergies, and executability).


Results

Armed with this work, our client was able to clearly articulate its strategic direction and earned strong board support for how it plans to deploy its growth capital over the next several years.

Prioritizing Investments

How much growth capital should we deploy over the next 3-5 years?

What new markets should we invest in, if any?

How should our investment intensity differ across our businesses?

What set of criteria should we use to evaluate and prioritize our investment opportunities?

Unlocking Synergies

Case Study


Situation

A large division within a $7B company had just acquired its way into adjacent geographic markets but the synergies anticipated in the original investment thesis were proving difficult to realize.

They needed to quickly identify how they could maximize the value from the acquisition and what specific steps they needed to take.


Approach

Chartic identified three distinct market segments that offered strong opportunities for creating value from the acquisition.

We then worked closely across all levels of the client’s organization to build a cross-business team and then helped direct the team on how together they could capture each opportunity.


Results

Our client re-aligned its resources to focus on the greatest opportunities for value creation, helping to turn a disappointing acquisition into one that unlocks attractive opportunities.

Unlocking Synergies

How can we combine the full range of capabilities from across all our businesses to unlock new value for our customers?

What incentives and organizational structures will drive the right behaviors across our businesses?

What metrics and processes will ensure success?

"They are a real ‘roll-up your sleeves’ strategy firm. They dive into the details and provide much deeper insights than other firms we have used. We have great confidence making decisions based on Chartic’s recommendations."

Director of Corporate Strategy for Diversified $11B Company