CORPORATE FINANCE CORPORATE FINANCE J.D. Han King’s College, UWO.
STRATEKS - Corporate Finance & Management Consulting
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Transcript of STRATEKS - Corporate Finance & Management Consulting
THE CATALYST OF CORPORATE CHANGETHE CATALYST OF CORPORATE CHANGE
CORPORATE FINANCE & MANAGEMENT CONSULTING
Branko Greganovič, Founder and Managing Partner
December 2010
© 2010 Strateks - Change Leadership
An independent management consulting and corporate finance
practice focused on problem solving and change management
[email protected] © 2010 Strateks - Change Leadership
When there are problems, or performance fails to live up to what is
intended, it is easy to find someone or something to blame. But, more often
than we realize, systems cause their own crises, not external forces or
individuals’ mistakes.
PETER M. SENGE, THE FIFTH DISCIPLNE (1990)
2
CONTENT
Mergers & Acquisitions and post-merger integration
Financial restructuring
Building process driven management structures
Supporting CFOs in improving corporate financial management systems
Profit improvement initiatives powered by Acorn
Exploit the full potential of your data
Profile: Branko Greganovič, Founder and Managing Partner
MERGERS & ACQUISITIONS AND POST-MERGER INTEGRATION
Mergers and acquisitions translate into one of the most complex business processes requiring a
full set of business skills and experience. Understanding a client’s business, competitive
landscape and capacity is critical for the success of the transaction and post-merger integration.
[email protected] © 2010 Strateks - Change Leadership
FINANCIAL RESTRUCTURING
Viable business models loaded with unreasonable amount of debt need to be restructured in an
organized process built on a full operational transparency provided by a troubled business and a
responsible and systematic cooperation among its creditors, including suppliers. In the process, the
troubled firm has to be given time to prove its business models are sustainable in the long run.
Activity Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
Analytics and strategy of
financial restructuring
Agreeing the standstill
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Standstill
Financial restructuring
proposal
Negotiating terms of
financial restructuring
Signing agreement on
financial restructuring
Border between
countries
Border between
countries
Border between
legal entities
BUILDING PROCESS DRIVEN MANAGEMENT STRUCTURES
As a rule, inefficient operations are not primarily caused by bad business process design but
rather by blockages artificially imposed onto business processes by the management
structure (hierarchy) at the borders between organization units
[email protected] © 2010 Strateks - Change Leadership
Border between functions
Border between
legal entities
Border between
countries
Border between functions
Blockages not required by the nature of a
business process but rather imposed artificially
by the hiearchical structure
SUPPORTING CFOs IN IMPROVING CORPORATE FINANCIAL MANAGEMENT SYSTEMS
Providing problem solving and change management support to CFOs in their efforts to manage
financial risks and working capital, to build efficient budgeting, reporting and performance
management systems, and to respond to challenges of developing an efficient process driven
organization exploiting the full potential of its data.
Chief Executive Officer (CEO)
Chief Operating officer
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Chief Financial Officer (CFO)
Treasury and
financial risk
management
Performance
measurement
and analysis
Financial
accounting and
taxes
Organization
and
information
management
Chief Operating officer
(COO)
PROFIT IMPROVEMENT INITIATIVES POWERED BY ACORN SOLUTIONS (www.acornsys.com)
A commitment to improve your operating profits by as much as 50% or more in a reasonable
period of time through a uniquely cross-dimensional insight into your profitability –process by
process, customer by customer, product by product, SKU by SKU, market by market…
[email protected] © 2010 Strateks - Change Leadership
REPORTING / ANALYSIS ENVIRONMENT
Data Mining, Visualization, Analytics, Forecasting
Fin
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acc
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(…)
ANALYSIS / REPORTING ENVIRONMENT (BI)
Data Mining, Visualization, Analytics, Forecasting
Ra
čun
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EXPLOIT THE FULL POTENTIAL OF YOUR DATA
Trying to modify traditional financial accounting system a little for managerial uses is “like using
a fork to eat soup – people can do it, but is far from effective”. Freeing up an information system
of strains of accounting standards’ data structures unleashes a stunning analytical capacity
provided by modern relation databases information technology processing and storage capacity.
[email protected] © 2010 Strateks - Change Leadership
“Book-keeping”
Chart of Accounts
Trial balance / General ledger
Data Mining, Visualization, Analytics, Forecasting
REPORTING ENVIRONMENT
Data Mining, Visualization, Analytics, Forecasting
SDW
SDW
SDW
SDW
SDW
SDWMulti-purpose DW
Data integration and master data
management
SDWSDW
TRANSFORM!
Primary and secondary coding (ERP)
– Branko has more than 20 years of experience in
advisory and executive positions in private and
public sector
– All-around experience in strategy making,
business analysis and corporate finance,
ranging from monetary policy to public debt
management and fiscal policy , and from
Branko Greganovič
Founder and Managing Partner
[email protected] © 2010 Strateks - Change Leadership
banking to M&A advisory. Branko has also held
a position of the CFO and provided leadership
to a post-merger integration and restructuring
effort at a leading regional food and beverage
group (€350m in revenues, €50m EBITDA, 2600
employees, 8 core businesses and 9 core
markets, 27 legal entities).
– Sloan Fellow (MSc in Management), London
Business School, University of London (2001)
© 2010 Strateks – Change Leadership
Mergers and acquisitions
Process driven management structures
Decision making driven information systems
Profit improvement initiatives
Financial restructuring
Branko Greganovič, Managing Partner
Mobile phone: + 386 31 378 687