Transaction Consulting Zurich "Company presentation English"

© Transaction Consulting Copyright 2010 | 1

Company presentation

Zürich, January 2014


Transaction Consulting is a Boutique Strategy- and Financial Advisory Firm with a focus on e-Business

Strategic advisory Financial advisory

•  Transaction Consulting is an agile Management Consultancy based in Zurich.

•  Founded 2010 by former Roland Berger consultants.

•  Transaction Consulting gives Strategic and Financial advisory to leading corporations and private equity firms in Germany, Switzerland and France with a focus on e-business and digital media.

-  Transaction consulting and M&A: Identification of buyer / targets, Evaluation, Non-binding offer, Due-Diligence, Contract negotiation

-  Transaction support: Commercial Due-Diligence, Business plan evaluation, Second opinion, Integration of target, 100-day plan

-  Business Strategy: Strategy and concept

-  Business Audit: Efficiency gains and reorganization

-  Internationalisation: Selection of new target markets, review of environment factors and efficient implementation


Financial advisory

> 15 Projects (Small Cap & Workbench for Corporate M&A) •  60% of M&A-Projects are generated through consulting projects •  Growing part of „stand-alone“ M&A projects

Strategic advisory e-Commerce

> 25 Projects •  Nr. 1 e-Commerce in Asia

(Market entry CH) •  Nr. 1 e-Commerce DE

(Platform development 2002) •  Nr. 1 Telco CH (Strategy &

Portfolio) •  Nr. 3 Retail CH (e-Kiosk) •  Nr. 1 Telco CH (digital

Community)

Strategic advisory Online-Retail

> 15 Projects

•  Nr. 1 Fashion Retail in CH (Multichannel)

•  TOP 5 Retail DE („Product Innovation“)

•  Nr. 3 Retail CH (e-Services Logistics)

•  Nr. 1 Logistics e-Commerce CH (JV)

•  Nr. 1 Payment in CH (Loyalty)

•  Nr. 1 Customer-Card CH (e-Commerce)

Strategic advisory Media & TV

> 15 Projects •  Nr. 1 Media in Norway (CMS

Platform) •  Nr. 1 Media & TV CH (Digital

Strategy) •  TOP 5 Media & TV DE (JV) •  TOP 3 Media & TV DE

(Market entry CH) •  Nr. 1 Telco CH (Online Video

Platforms)

1 2 3

Transaction Consulting has many years of expertise and is working as an advisor to leading corporations, PE-firms and funds


Strategic advisory: The development of a strategy follows our proven proceedings with clear cut results in a decision memo

1- Analysis 2- Strategy 3- Decision Memo

Procedure and Results

Expertise

TC

Standardized interviews SWOT Analysis Scenario

evaluation Prioritization

and Selection Business Case and

Project Resource Plan Transaction Cons

Transacion Cons Transaction Cons S W

O T

100 50 5

2

1 1

3

5

Σ: …

•  Standardized interviews clarifying various issues

•  Series of internal and external interviews

•  SWOT Analysis •  Assessment of

opportunities, risks and existing e-business know-how

•  Scenario evaluation •  Strategic path •  Best-, worstcase and

realistic scenario

•  Prioritization of business options

•  Strategic focus •  Weighted criteria

matrix

•  Strategy – scenario analysis •  Cornerstones of business plan •  Assessment of existing know-

how •  Coordination with existing

business strategy

Standardized interviews are based on •  Operating experience •  Discussion with

partner companies •  Desk research

•  Own operating experience as a base for every industry specific assessment

•  Best Practice Analysis /Benchmarks •  Critical success factor •  Trend extrapolations •  Facilitation skills

•  Variety of projects with business case preparation

•  Strong operating experience in the creation of e-business plan

After 4 to 6 weeks we will deliver an elaborate decision memo


Financial Advisory: Transaction Consulting as partner for Private Equity Firms and Funds during the entire investment lifetime

Investment Exit Portfolio

Operational adjustments •  Business Audit •  Sales-up and growth plan •  100-day plan •  Internationalization •  Partner strategy •  Restructuring and turnaround

Advisory during investment process (Buy-side) •  Market overview •  Long-list and initial contact •  First assessment and selection

of short-list •  Market- and competitive

analysis •  Due-Diligence Coordination

Advisory during exit-process (Sell-side)

•  Know-how and sparring advice for equity-story

•  Identification of target segments •  Restructuring and operative

measures for EBIT target figures •  Preparation of offer-documents,

data-room, coffee-table presentations

•  Acquisition of targets

•  Challenge market-view and business plan of target

Growth of EBIT and enterprise value by meaningful operational

and structural adjustments

Support for the preparation and carrying out the transaction


References


Reference 1: Digital- and community strategy and concept for a leading Swiss sports services provider as well as short list for partner and possible targets

Background: ü  B2B business model with event organizer is the prime revenue stream during events ü  B2C potential for over 750 K registered athletes has not been addressed ü  “Upgrade” of leisure athletes to performance oriented athletes

Project assignment: ü  Strategy and concept ü  Definition of digital applications and bundles for different target groups ü  Definition of business model and high-level business plan Results: ü  Competitive Analysis of > 500 possible functionalities ü  Bundling and account strategy (freemium model) to optimize community growth and revenue ü  Concept for digital community platform ü  Business plan and needed investments (capex and internal man-hours) ü  Short-list for partners and possible acquisition targets

Implementation Support

4

Strategy

1

Transaction

3

Concept

2


Reference 2: Strategy, portfolio optimization and enhanced sales-structure for the leading Swiss event service provider

Background: ü  Client faces low margins and slow growth ü  Medium-term strategy and future product portfolio not in line with shareholder expectations ü  Inadequate PMI of past acquisition leads to different groups and strategic directions within

the organization Project assignment: ü  Strategy ü  Product portfolio optimization ü  Evaluation of sales organization and reporting Results: ü  Competitive landscape ü  Developed two main strategic directions to optimize growth, revenues and EBIT ü  Concept to boost sales with partner-concept ü  Developed hands-on tools for sales reporting ü  Short-list for partners and possible acquisition targets

Implementation Support!

4

Strategy

1

Transaction

3

Concept

2


Reference 3: Project management structure, guidelines and “readiness-check” for international ERP-roll out for retail branch of global leader in medical technology

Background: ü  Client faces difficulties in project management and execution of international ERP-roll out ü  Inadequate guidelines and “complex” frameworks lead to frustration of team members,

inefficiencies and redundancy: Postponement of “Go-live” dates and budget overrides

Project assignment: ü  Development of easy-to-handle project management framework ü  Development of a country readiness-check ü  Coaching of project team Results: ü  Developed project management framework ü  Project handbook based on RUP (rational unified process) ü  Design of all relevant work-streams with clear cut tasks, responsibilities and templates ü  Developed check-list to evaluate “country-readiness” well before dedicating resources for country

roll-out


4

Strategy

1

Transaction

3

Concept

2


Reference 4: Strategic advice, market overview and long-list / short-list targets for a leading Swiss retail and trading company (buy-side)

Background: ü  Growing reach of smartphones and tablet PCs ü  The business model of the customer is threatened by digital services due to the increasing

substitution of printed press products Project assignment: ü  Decision paper considering entry in e-kiosk market ü  Internal know-how audit ü  Long-list and short-list targets Results: ü  Assessment of „e-kiosk“ market in Germany, Austria & Switzerland ü  Selection of operator model and value chain analysis ü  Partner strategy based on know-how and competence of client ü  Four potential partners in Europe and the U.S. were considered and analyzed


4

Strategy

1

Transaction

3

Concept

2


Reference 5: Commercial Due Diligence ticketing market Germany, long- and short-list targets (buy-side)

Background: ü  To speed up the growth strategy in Germany several targets with regional dominant position have

been evaluated

Project assignment: ü  Commercial Due-Diligence German market ü  Long-list und short-list of targets in Germany ü  First assessment and negotiations Results: ü  Commercial Due-Diligence for German market ü  Strategic advice ü  Revenue and EBIT projection „stand-alone“ vs. „acquisition“ ü  Evaluation targets „stand-alone“ und „joint-venture“ ü  LoI with leading German media house (Seller)


4

Strategy

1

Transaction

3

Concept

2


Reference 6: Organizational audit (IT / E-Commerce) for a leading Swiss retailer

Background: ü  The introduction of a multi-channel e-commerce platform is overdue and budget is not in line ü  The management board would like to avoid further surprises Project assignment: ü  Audit project for technical, organizational and financial aspects ü  Stabilization of the project resulting from the development and implementation of a new plan

of actions ü  Coaching of project manager Results: ü  Revision of the project and budget plan ü  Introduction of new project management tools and governance ü  Optimization of the organizational integration of e-commerce/IT and recruitment process for

key positions ü  Straightening project tasks with the help of an activity distribution chart ü  Significant cost savings attributable to negotiations with the service providers


4

Strategy

1

Transaction

3

Concept

2


Reference 7: New strategy for a mobile couponing provider

Background: ü  Swiss market is already relatively well saturated with a range of providers offering push and

pull coupons ü  Among the existing mobile couponing providers no one offers a technically integrated and

customizable solution ü  Big brands and retailers are looking for integrated solutions. They do not want to see their

CRM activities subordinated or indexed under the name of an external provider Project Assignment: ü  Market - and competition analysis ü  Reassessment and optimization of the strategic position ü  Identification of potential customers Results: ü  Competitive advantage formulation for the client to speed up acquisition of large B2B

customers ü  New strategic direction and development and new business model: Turn from a pure

mobile coupon provider to a neutral e-Service provider for customer loyalty


4

Strategy

1

Transaction

3

Concept

2


Reference 8: E-service strategy for a global leader in medical technology

Background: ü  As part of a new marketing strategy the headquarter intends to extend its e-services offer to its

national companies Project Assignment: ü  Estimation of the situation in the national group companies (< 15 countries) ü  Assessment of existing digital activities ü  Conception of offers ü  Partner retrieval & -evaluation. ü  Cost estimation Results: ü  Conception of offers, central platforms and tools ü  Selection of operating model ü  Partnership strategy and logistics for central management and retrieval ü  First B2B service tools (iPad-based sales tool with central application retrieval and Leads

Management for more than 15 countries & brands) are being implemented.


4

Strategy

1

Transaction

3

Concept

2


Reference 9: Strategy and concept of an M-commerce platform for a Swiss customer relationship provider

Background: ü  Extra-industry competitor launches new offer, threatening clients core business ü  Additional pressure caused by several partner requests Project Assignment: ü  Market research and best practice analysis ü  Assessment of technology and standardization level in Europe ü  Development of mobile services platform to facilitate the core processes of customer

management provider Results: ü  Market overview, best practice analysis and assessment of technology level ü  Definition of scenarios for market entry ü  Integration of existing online and offline offers ü  Mock-up prototype ü  Budget and time schedule for the development of a prototype


4

Strategy

1

Transaction

3

Concept

2


Reference 10: Project management structure, guidelines and “readiness-check” for international ERP-roll out for retail branch of global leader in medical technology

Background: ü  Client faces difficulties in project management and execution of international ERP-roll out ü  Inadequate guidelines and “complex” frameworks lead to frustration of team members,

inefficiencies and redundancy: Postponement of “Go-live” dates and budget overrides

Project assignment: ü  Development of easy-to-handle project management framework ü  Development of a country readiness-check ü  Coaching of project team Results: ü  Developed project management framework ü  Project handbook based on RUP (rational unified process) ü  Design of all relevant work-streams with clear cut tasks, responsibilities and templates ü  Developed check-list to evaluate “country-readiness” well before dedicating resources for country

roll-out


4

Strategy

1

Transaction

3

Concept

2


Contact

Transaction Consulting GmbH | Lavaterstrasse 103 | CH-8002 Zürich T : +41-43-817 69 63 | F : +41-43-817 69 65 [email protected] | www.transaction-consulting.com