STRATEGY ADVISORY
A Decision-Maker Supporting Tool
Whether entering or leaving an emerging market, extending or defending current business, SAG’s Strategy Advisory can provide the support and local expertise to your strategy, as well as add enhanced performances to your activities abroad.
Market Strategy
“We compete against the environment, the market transitions, not just the competitors.
Product transitions used to take five to seven years; now they take one to two.
To address this continued disruption and the highly competitive nature, leaders are required to structure their search for intelligence with higher adaptive and reactive approach for their Strategy.”
John CHAMBERS – CISCO CEO
MARKET INSIGHTS Services
REGIONAL MACRO
R.M.I. ANALYSIS & MONITORING
Deep comparative of economical, political, resources and social indicators with trends.
COUNTRY MACRO
C.M.I. ANALYSIS & MONITORING
Deep review of economical, political, resources, cultural and social factors with evolutions.
SECTORIAL MACRO
S.M.I. ANALYSIS & MONITORING
Sectorial flow, players, legal and administrative frames, power groups and mapping of resources.
LOCAL NEGOTIATION SUPPORT
L.N.C. CODE & CULTURAL ASPECTS
Cultural know-how, comparison and keys to local business & social intelligence.
STRATEGIC BENCHMARK
S.T.B. – Analyzing the experience of a competitor or of a similar organization ; identifying successes and failures so as to adjust tactics & strategy.
MARKET APPROACH Services
STRATEGIC REPRESENTATION
S.T.R. - FOR CONFIDENTIAL APPROACH
Representing interest through opportunity searches and creating path for M&A negotiation
THIRD-PARTY IDENTIFICATION
T.P.I. - Search with assessment by DD for Partner, Trustee, Supplier, Client, Public & Institutional relations.
BUSINESS MODEL ASSESSMENT
B.M.A. - Business key figures, KPI, Financial review, Legislation & Regulation anticipation, SWOT and Risk Mapping.
LOCAL INCORPORATION Services
LEGAL FRAME ADVISORY
L.F.A. Advisory, Risk review and Drafting for LOI, MOU, MAA and SHA.
LEGAL ENTITY INCORPORATION
L.E.I. Representation office, Branch, Subsidiary, Distributor activity or SPV.
GOVERNANCE MODEL & TALENTS
G.M.S. Governance’s model choice with local adaptation set up, as well as definition and search of talents for management positions.
I.P. REGISTRATION
I.P.R. Local, Regional and international registration for Trademark, Brand, Patent and License (Madrid & Hong Kong Systems).
INCORPORATION ADVISORY & SUPPORT
I.A.S. – Full scope assessment and set up
GROUP PROCESS INTEGRATION Services
GROUP PROCESS LOCAL ADAPTATION
G.P.A. Adjustment of governance and controlling rules to the local cultural and legal peculiarities aiming at ascertaining stability and efficiency.
GROUP PROCESS MONITORING & TEST
G.P.T. A global review of business processes, including a top-down and bottom-up approach with introducing the SAG Digital Monitoring Dashboard® to monitor and test efficiency and weaknesses.
STRATEGY ADVISORY
Delivery
Strategy Advisory Services are provided on a Consultation basis through man-day, or through dedicated sets of solutions (Programs & Protocols) adapted to most of the Business and Corporate needs.
PROTOCOL: Coordination and combination
of PROGRAMS with KPIs’ result engagement.
PROGRAM: Coordination and combination
of SERVICES with KPIs’ result engagement.
SERVICE: Pre-defined treatment for specific issue.
Project Strategy
DEVELOPMENT Strategy Protocol
BIM
BUSINESS INTELLIGENCE
& MARKET MONITORING
A key to predict a competitor’s strategy is to identify the resemblance and difference with your company, allowing to assess the type of USP to bring. (Symmetric or Disruptive Competition).
Dedicated to serve these business development purposes, the BIM Protocol and its Programs are a range of tools customized in accordance with the goals aimed by each client.
From competition mapping up to strategic benchmark, these monitoring and reconsolidation of know-how or best practices are providing keys to success.
Covering:
A. Market Mapping [BMM]
B. Country Monitoring [BCM]
C. Sectorial Monitoring [BSM]
D. Strategic Benchmark [SBM]
BUSINESS ACQUISITION STRATEGY Protocol
BIT
BIDS INTELLIGENCE
& TENDER SUPPORT
Identifying, collecting and analyzing the players and factors involved in a bid or a tender in order to anticipate tactics and increase your chance of success.
Covering:
A. Tender Strategy [TST]
B. Third-Party Identification [TPI]
C. Strategic Benchmark [SBM]
D. Tender Negotiation Advisory [TNA]
MNA
M&A / IPO OPERATIONS
TILL INTEGRATION
Full scope process including opportunity assessment, Due Dill (Fi, FRS and Legal) negotiations till Integration support and monitoring to achieve your M&A goals.
A. M&A / IPO Strategy Advisory [MAS]
B. M&A Due Diligence [MDD]
C. M&A Negotiation Support [MNS]
D. Post M&A Integration [MPI]
E. ROI Control & Monitoring [MIC]
TURN-AROUND & EXIT STRATEGY Protocol
TAS
TURN-AROUND
& RIGHT SIZING
Whether due to an economic or technological paradigm, to correct previous mishaps or to recover from a crisis situation, Strategic Shifts are supported with similar deployment as for crisis management programs: aiming at faster return to normal or better operations.
A. Distribution alternatives [RDA]
B. Manufacturing alternatives [RMA]
C. Procurement alternatives [RPA]
D. Real-estate Right Sizing [RRS]
E. Functions & HC Right Sizing [RHC]
EXS
MARKET EXIT STRATEGY,
SPA & LIQUIDATION
When the global strategy requires a disengagement from a market, the choice of Exit shall be carefully assessed and processed to ensure its delivery as well as to mitigate possible collateral effect or to allow future re-deployments.
Covering:
A. Exit Simulation & Assessment [ESA]
B. SPA Advisory & Negotiations [ESN]
C. SWAP Transactions [SWP]
D. Liquidation process [ELQ]
TEAMS & INTERIM SOLUTIONS
TRUSTEE, NOMINEE
& shareholders’ representative.
ADMINISTRATIVE DIRECTORS
Finance, Legal, HR, Communication
COMPLIANCE & RISK OFFICER
For short term situation or to ensure locally or regionally a compliance service reporting to your HQ.
BOARD & C-LEVEL DIRECTORS
Executive or Non-Executive
With or without social mandate.
OPERATIONAL DIRECTORS
Sales, Procurement, Logistics & Industrial.
DEVELOPING STRATEGIES
BUSINESS STRATEGY
Services
Set of actions for your corporate growth
Market insights
Market Approach
Local Incorporation
Group Process Integration
Development Strategy
Business Acquisition Strategy
Turn-Around & Exit Strategy
Interim & Board Representatives
PILLARS OF STRATEGY DEVELOPMENT
Strategy (from the Greek “stratus” [army] and “ago” [leading/moving]) is often defined as a set of actions to reach a future goal.
Whether initiated by a vision, a benchmark or a rising opportunity on a market, the strategy development must adopt (i) simulation of scenarios and alternatives, (ii) sharp and realistic planification and (iii) right sized & experienced resources allocation.
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SAG offers comprehensive assessments & benchmark to ensure your vision or perception.
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And provides Advisors both for Strategy Development through consultations and Strategy Execution through project management team.
Rules of the game can differ widely depending on territorial locations targeted.
A well comprehension of these differences or similarities added to a high capacity to listen and understand the decision makers’ views are preamble to gathering experiences and bringing or executing strategy solutions:
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Political situation (stable, transitioning);
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Governance type (Authoritarian, Democratic);
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Law (Common, Civil, Islamic, Mixed) and jurisprudences;
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Economy dynamics & trends;
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Resource's availabilities;
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Market mapping & dynamics;
SAG serves local know-how for accurate market monitoring & insights.
Strategy development requires the involvement of numerous and different talents.
Their efficiency, adaptability and availability equally need to be leveraged on any location targeted, both in strategy development and in execution.
SAG involves dedicated advisors with Experiences in accordance with each project:
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Sector of activity;
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Size of business unit;
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Corporate culture;
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Territorial location & cultural peculiarities.
SAG provides a One window global coordination and reporting for a multiple teams' deliveries.
Similar to getting ready to climb a summit, preparation and anticipation are keys to overcome any situation during the Strategy deployment ; and therefore, represent the main factors of success.
On a project management basis or on a long-term monitoring, dedicated KPIs shall report in real time the status of a strategy performance and risks.
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SAG has adopted the Aviation Check-list Procedure to assess and control its Programs, Services or Resources.
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As well as the Vehicle Dashboard Panel to monitor key indicators for progress, status and warning.
BENCHMARK
The following shows a few cases of applied Strategy advisory successfully delivered by SHERPAS ADVISORY GROUP.
For more examples or detailed benchmarks and references contact your SAG Advisor.
LARGE KYC SUPPORTING M&A
An Automotive maker was looking to acquire the largest automotive company in Russia, but was facing with an oversized network of 1,000+ dealers to review by KYC, including 40% dealers directly owned. SAG developed a specific KYC protocol and performed successfully the assessment.
MARKET PENETRATION
A Cosmetics company targeted to enter a BRICS Market and developed a five years ROI target. SAG provided market insights, alternative strategy, and interim resources, that resulted in a 3 years ROI result.
COMPETITION HURDLE
A DIY retailer while entering a BRICS country market, faced rough maneuvers from its direct competitor. SAG developed and delivered successful strategies for mitigation and to accompanied the development till it reached the leading position within 2 years.
REGIONAL DEVELOPMENT
A Korean energy company intended to gain market share via M&A activities over six countries. SAG delivered a thorough analysis of prospective target companies over and a proper risk analysis that supported the completion of successful transactions.
LOCAL DEVELOPMENT
A European Retailer intended to develop its local footprints over 50 different regions of a BRICS country. SAG provided a complete regional market review with benchmark on its direct competitors and assist in selecting the shops' locations and partners.
POST M&A INTEGRATION CHECK
An American business aviation company entered into a joint venture with a large Southeast Asian Blue Chip. In order to secure their investment, they required an interim executive for both integration and internal control; For bridging management style, culture and language.