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Business
Strategy, Mergers & Acquisitions and Valuation
Medical Insurance Company
Problem: Chairman and Executive Board of a $6 billion medical
insurance company sought independent advice in a multi-million dollar
acquisition as part of their growth strategy.
Solution: Applied structured O&A MAI
methodology techniques to support strategic decisions regarding
risk, return and valuation. Project scope included:
 Forecasted
potential synergies
Developed
a post acquisition transition plan
Facilitated
a process to integrate due diligence and financial valuation presented
to the
 Executive
Board
Result:
O&A recommendations lead to a revised valuation, alternative
acquisition strategy and renegotiation of terms.
More about O&A Mergers, Acquisitions, and Integration (MAI)
More about O&A Business Strategy
Business
Strategy, Mergers & Acquisitions and Valuation
Manufacturing Company
Problem: Chairman and Executive Board of a $22 billion manufacturing
company sought independent advice in a series of multi-billion dollar
acquisitions as part of an aggressive growth strategy.
Solution: O&A applied simulation
modeling techniques to support strategic decisions regarding
risk, return and valuation. Project scope included:
Determination
of strategic fit
Forecasting
pricing, cost, and relative market share
Financial
valuation
Post
acquisition transition planning
Result:
O&A recommendations delivered over $1 billion in negotiated savings.
More about O&A Mergers, Acquisitions, and Integration (MAI)
More about O&A Business Strategy
Business
Strategy, Divestiture and Valuation
Technology Manufacturer
Problem: Chairman and Executive Board of an international credit
card manufacturer sought independent advice in divesting a business
to create liquidity for their investors.
Solution: O&A applied business strategy
and process improvement methodologies
to support:
Plant-wide
operational improvement program
Corporate
valuation
Business
divestiture
Result:
O&A facilitated negotiations of business divestiture, which resulted
in a successful sale of company at a 25% premium over initial bid.
More about O&A Business Strategy
Customer
Product Rationalization
Fortune 500 Chemical Company
Problem: Chemical conglomerate was manufacturing a wide product
line ranging from high-margin specialty products to commodities.
The company desired to streamline their product offering and improve
profitability.
Solution: O&A diagnosed the customer product
portfolio and found significant profit improvement opportunities.
O&A helped:
Build
an internal CPR decision-making team
Conduct
a detailed analysis of cost allocations for customers and products
Facilitate
the rationalization process and trained the company to implement
the CPR initiative
across multiple business-units
Result:
The Company improved profits by over $5 million after implementing
the process company-wide.
More about O&A Customer Product Rationalization (CPR)
Process
Improvement
Hospital
Problem:
The COO of a major New York university hospital needed advice and
support to reengineer business processes during a merger.
Solution: O&A combined process
improvement methodology with ideAction
workshops™ to build self-managed work teams who redesigned
the business processes and implemented the new process designs.
Result: O&A helped to:
Reduce annual operating costs by 20%
Cut
cycle time in half
Build
an internal process improvement capability
More about O&A Process Improvement
Profit
Improvement / ERP Selection
Technology Manufacturer
Problem: A manufacturer of network optimization equipment
sought means to capture a significant opportunity to increase revenues
and reduce costs by expanding their software and hardware services
to their largest clients including AT&T and Sprint.
Solution: O&A analyzed current business
practices and processes and recommended a technology solution
to recognize the business benefits.
Results: O&A helped to:
Identify a $10 million business case
Select optimal ERP software
Facilitate ERP decision/implementation team
More about O&A Process Improvement
New
Business Venture
Sporting Goods
Marketing Company: Land
Roller Inc.
Problem: The inventor of a patented sports technology needed
capital and management support to complete product development and
to create a corporate structure to launch the business.
Solution: O&A developed a financial business plan and built
a pro-forma simulation tool to test multiple launch scenarios. Assumed
interim role as President/COO through the first two phases of business
development.
Result: O&A helped the company to:
Formulate business strategy
Complete production prototype that reduced mass by 50%
Set up manufacturing agreements with key suppliers
Complete first round of funding which raised $500K
More about O&A New Ventures
IdeAction
Workshop
Battery Manufacturer
Problem: A global leader in energy storage and battery technology
was faced with the challenge of building a management team of senior
executives from over twenty countries who had never met before and
who lacked a clear shared vision, set of values and mission to succeed.
Solution: O&A facilitated the development of a corporate
vision and mission statement. IdeAction Workshops™ held in
the United States, Spain, Italy and Germany brought senior executives
from all over the world together for the first time and permitted
the creation of a shared vision for the firm. To ensure that employees
accepted the vision, hundreds of middle managers were included in
the process and given the opportunity to contribute to the vision,
mission and statement of values.
Result: The corporate vision and mission statement were communicated
globally throughout the company and are showcased in the company's
annual report.
More about O&A IdeAction Workshops
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