Grow Business Value

View our client engagements below!

We help improve the value of your business by connecting customer engagement to management objectives. We help management unlock the potential of the company and increase shareholder value. Our work has led to higher returns on billions of dollars and increased the reward to shareholders.

grow-inner

INCREASE RETURN ON CAPITAL

AND IMPROVE FINANCIAL PERFORMANCE

We improve your return on capital by driving growth, increasing profits, and supporting your investment strategy.

  • Engagement: Provided Valuations to a Private Equity Firm for Tech Portfolio Targets

    Situation
    -A private equity firm with an $8 billion portfolio wanted valuations on tech companies for acquisition. The target companies were in social media, online marketing, and web infrastructure.

    Approach
    -We discussed investment strategy, risk appetite, and desired exit strategy with the PE firm. This helped identify what companies would add the greatest value.
    -We reviewed the business strategy, market position, sales and revenue, traction, and management of target companies.
    -We separated winners from the others, and formed a valuation basis and investment outlook for the targets.

    Result
    -We briefed the portfolio manager on the strengths and opportunities for each of the target companies. and gave specific M&A recommendations, including price range and management strategy for the new portfolio entities.

  • Engagement: Made Multichannel Marketing & Merchandising More Nimble

    Situation
    -This 20+ billion dollar client had multiple problems in workflow adversely affecting over 200 merchants, buyers, marketing and production staff, with exorbitant expenses in the millions of dollars.
    -Management wanted to to simplify cumbersome and expensive processes and eliminate vendor costs overruns.

    Approach
    -We worked with the EVP of merchandising and marketing and his direct reports to craft a plan of action to improve both systems and workflow.
    -Our approach was to first truly understand the problems. Second, we framed alternatives that would simplify workflow and reduce errors. Third, we prepared the business case that could be taken to the executive board. This business case included a detailed ROI from implementing our recommendations.

    Result
    -We successfully implemented a highly vetted and structured plan to automate advertising and production processes.
    -This strategy included timeline, benchmarks and best practices to measure progress.
    -Our goal was to ensure low risk and high return, to eliminate the pain points, and reduce vendor expense overruns.
    -Savings exceeded $10 million annually, a 20x savings over project cost.

  • Engagement: Prepared North America Strategy with Consumer Electronics Giant

    Situation
    -One of the top 10 global consumer electronics companies engaged SafeRock to advise on strategy as it sought to transform its business from B2C manufacturer to B2B solution provider.
    -We advised on strategy, M&A, and sector-specific research on enterprise systems, analytics, and internet companies for investment.

    Approach
    -We studied the B2B landscape, identified key acquisition targets, evaluated M&A targets, and prepared outreach to top retailers. This was a comprehensive plan in conjunction with corporate development, business improvement, and strategy teams.
    -Management was briefed on the US retail landscape, with detailed market research on e-commerce and store systems. We identified M&A targets, mapped strategic outlook by sector, and prepared valuation ranges.  

    Result
    -The company shared our plans and findings with the corporate Executive Board of the $60 billion company, to help guide North America strategy, M&A activity, and technology development.
    -We identified opportunities for organic growth, as well as areas for disruptive tech investment including Internet of Things (IoT) and RetailTech. The North America management team continues execution of our recommendations.

ENHANCE COMPANY VALUE

AND REWARD SHAREHOLDERS

We enhance company value with digital transformation, strategic planning, and support for acquisition and spinoff.
  • Engagement: Provided Valuations to a Private Equity Firm for Tech Portfolio Targets

    Situation
    -A private equity firm with an $8 billion portfolio wanted valuations on tech companies for acquisition. The target companies were in social media, online marketing, and web infrastructure.

    Approach
    -We discussed investment strategy, risk appetite, and desired exit strategy with the PE firm. This helped identify what companies would add the greatest value.
    -We reviewed the business strategy, market position, sales and revenue, traction, and management of target companies.
    -We separated winners from the others, and formed a valuation basis and investment outlook for the targets.

    Result
    -We briefed the portfolio manager on the strengths and opportunities for each of the target companies. and gave specific M&A recommendations, including price range and management strategy for the new portfolio entities.

  • Engagement: Made Multichannel Marketing & Merchandising More Nimble

    Situation
    -This 20+ billion dollar client had multiple problems in workflow adversely affecting over 200 merchants, buyers, marketing and production staff, with exorbitant expenses in the millions of dollars.
    -Management wanted to to simplify cumbersome and expensive processes and eliminate vendor costs overruns.

    Approach
    -We worked with the EVP of merchandising and marketing and his direct reports to craft a plan of action to improve both systems and workflow.
    -Our approach was to first truly understand the problems. Second, we framed alternatives that would simplify workflow and reduce errors. Third, we prepared the business case that could be taken to the executive board. This business case included a detailed ROI from implementing our recommendations.

    Result
    -We successfully implemented a highly vetted and structured plan to automate advertising and production processes.
    -This strategy included timeline, benchmarks and best practices to measure progress.
    -Our goal was to ensure low risk and high return, to eliminate the pain points, and reduce vendor expense overruns.
    -Savings exceeded $10 million annually, a 20x savings over project cost.

  • Engagement: Prepared North America Strategy with Consumer Electronics Giant

    Situation
    -One of the top 10 global consumer electronics companies engaged SafeRock to advise on strategy as it sought to transform its business from B2C manufacturer to B2B solution provider.
    -We advised on strategy, M&A, and sector-specific research on enterprise systems, analytics, and internet companies for investment.

    Approach
    -We studied the B2B landscape, identified key acquisition targets, evaluated M&A targets, and prepared outreach to top retailers. This was a comprehensive plan in conjunction with corporate development, business improvement, and strategy teams.
    -Management was briefed on the US retail landscape, with detailed market research on e-commerce and store systems. We identified M&A targets, mapped strategic outlook by sector, and prepared valuation ranges.  

    Result
    -The company shared our plans and findings with the corporate Executive Board of the $60 billion company, to help guide North America strategy, M&A activity, and technology development.
    -We identified opportunities for organic growth, as well as areas for disruptive tech investment including Internet of Things (IoT) and RetailTech. The North America management team continues execution of our recommendations.

IMPROVE BUSINESS OPERATIONS

AND MAKE THE COMPANY MORE NIMBLE

We make your business more nimble, increase efficiency and workflows, and can co-invest as a partner.
  • Engagement: Improved Multichannel Performance and Sales

    Situation
    -A New York City-based tutorial company serving mostly minority, ELL, and immigrant populations needed strategic advice to improve operations and profits. The company has operated successfully for 12 years providing educational support to thousands of middle-school and high-school students across the five boroughs. 

    Approach
    -We worked with the CEO and Program Directors to review strategy and practice in all operational aspects.
    -All operational areas were reviewed with an ROI focus, with appropriate goal setting and targets.
    -The strategic objectives were to improve sales and outreach to schools and teachers, strengthen management, conduct program and content review, and improve overall operations and profits.

    Result
    -Immediately after our plan was implemented, the company achieved the highest monthly sales in its history.
    -Ongoing, all stakeholders felt informed and always ‘on the same page’ making them team more responsive and aligned.

  • Engagement: Improved Shareholder Value for Educational Content Provider

    Situation
    -A provider of educational material, technology and textbooks needed to control costs and improve efficiency. Executives wanted to cut costs and improve efficiency.
    -The company was preparing to sell itself and wanted to achieve the highest shareholder value possible.

    Approach
    -Our approach was to work with the President and CFO to review the company’s P&L. We engaged with Project Directors to prepare a detailed ROI analysis and prepare a proposal for improving margins.

    Result
    -We were able to ‘near-source’ the project, hire key staff, and successfully complete a fixed-price contract. We delivered 18.4% in savings with EBITDA impact.
    -The company was sold at a significantly higher price than anticipated. The final price was 20% higher than the initial price.

  • Engagement: Conducted P&L Review, Reduced Costs, and Improved Profits

    Situation 
    -A specialty manufacturer needed to get a better handle on internal marketing costs, improve production efficiency, and repurpose existing content to develop new products with greater margins.

    Approach
    -We conducted a P&L review with the President, CFO and VP of Marketing.
    -We then delivered a detailed ROI analysis of product development, marketing, and production.

    Result
    -Our proposed strategy was accepted. Upon approval, we engaged in a three-year transformation project that had zero project overruns and delivered a total cost reduction of 20%.