Client Background

The family office had a large asset pool across multiple asset classes and geographies which was giving sub-normal returns

Business Problem

• The client required refreshment of the overall strategy and alignment of the portfolio in line with the strategy
• The client required evaluation of each investee company on long term value creation potential and creation of a roadmap to either retain and grow the company or exit them

Solution Overview

• Acuvon helped the client in refreshing the overall strategy of the Fund:
  • Build a consensus around shareholder aspiration and risk appetite
  • Agreed on the geographic and asset classes preferences
  • Applied the modern portfolio theory to determine the right allocation (strategic and tactical)
  • Developed internal processes for the different stages of the investment lifecycle; sourcing, screening, deal structuring, negotiating, investing and post-investment management
• For 8 of the investee companies which were in early-stage, carried a deep-dive around the following:
  • Prepared a diagnostic report covering the potential of the sector, company, their strategy, operating model, structure, people, processes and system to make a recommendation on whether to retain and grow the company versus exit
  • For the companies which had potential, worked with the management in developing a detailed 5 year strategy and implementation plan
  • For the companies which are not aligned to the portfolio strategy or were not synergetic to other portfolio companies, created an exit plan to maximize the selling value