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.