How to create a beautiful image out of many puzzle pieces

Portfolio optimisation

Within the scope of a portfolio strategy, being part of the strategic business planning, the operational and strategic importance of existing business units is analysed. The result should be a balanced portfolio with the best possible allocation of resources. In many cases new business units develop opportune and grow with the time. By this, the complexity increases and the entire company will be more difficult to control. A change in market conditions is then usually a reason to put the business to the test and possibly to restructure it. maconda assists mainly family-owned companies from the SME sector in deciding whether existing business units are to be continued or sold.

Central tasks of a commercial due diligence:

  • Systematic analysis of the existing business portfolio, particularly with regard to business processes as well as market positioning and competitive environment
  • Analysis of the synergies with other business units across the value chain, including product development, procurement and production, sales, after sales and administration
  • Determination of the potential for success, internally through organic growth as well as externally via acquisitions
  • Assessment of the future viability of the individual business units and the company as a whole
  • Comparison and ranking of individual courses of action based on selected analytical models
  • Allocation of available capital in the company, resources and know-how
  • Determination of the necessary management capacity
  • Modelling of selected course of action in a business case incl. cash flow and capex needs

On this basis and together with the management we select the best possible course of action and develop an overall portfolio strategy.