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Transaction advisory services that drive lasting growth
Even as global markets return to a normal economic cycle, change is occurring around the world. Localisation, onshoring and building sovereign capability are on the rise due to a growing need by governments to be prepared for unexpected external shocks. At the same time, private markets are a bigger than ever before, and their growing size and share of the economy is leading to increasing specialisation across investment firms.
This has created new challenges around regulatory differences across borders, accrued technology debt, and higher scrutiny around transactions, mergers and acquisitions. As funds seek out new sources of value, they’re finding old strategies are not as effective. Our transaction services team is helping firms navigate this new landscape through implementable strategies, operational improvement and smarter incentive systems to capture extra value out of their transactions.
With ongoing uncertainty around the globe and new hurdles emerging for investment funds, our transaction advisory services see some common challenges that will need to be tackled:
Finding a balance between efficiency, competition, and accountability is critical to ensuring PE‑driven growth benefits investors, consumers, and wider society. This means adapting to the complexities of private markets to make informed decisions that drive sustainable growth and deliver returns, which often involves prioritising disclosure and adopting best practices to stay ahead of regulatory engagement. The right strategy will prioritise diverse funding sources, a focus on long‑term value creatin, investment in innovation and strategic transactions across mergers and acquisitions to build lasting resilience.
Activity across mergers and acquisitions continues to be strong, but PE funds are specialising more and more; for example some are focusing on certain geographies and sectors while others have extended the life of their funds out to the end of the century – well beyond the lifespans of their owners.
We believe the value creation story is at the heart of success. In a market where specialised funds are outperforming generalist funds at almost every stage of the investment lifecycle, you’ll need to be thinking beyond the value creation story of the business today to succeed. You’ll need to know what the value creation story of any acquired business will be four to five years down the line when it gets sold again, and you’ll need to understand it before the transaction even begins.
Program failure is still extremely common and is rarely as explicit as a program being abandoned. Instead, it manifests in cost overruns, delays and re scoping exercises that mask ongoing redefinitions of success, leading to technology becoming outdated or redundant by the time it is deployed.
Modularised program design and delivery accountability are critical to mitigating risks and maintaining a high velocity deployment pipeline that delivers incremental early value.
Done the right way, modularisation allows companies to reinstate single point accountability and ownership of business lines for delivery of individual program components associated with specific value outcomes – accountability that is often lost when implementation is delegated to monolithic technology divisions.
Advances in cloud, AI, cybersecurity, and digital transformation are driving investment, but organisations must actively manage and optimise tech budgets to maximise value and avoid tech debt.
Our approach combines IT cost savings with optimisation to deliver lasting impact. Traditional levers like renegotiating service levels and contracts remain effective, but managing demand, reducing service costs, and leveraging existing capabilities are equally essential. Aligning your technology investments with business strategy—while eliminating unnecessary or excessive costs—ensures the best value outcome.
Many digital project portfolios lack clear value and momentum, leading to delays, limited financial returns, and reputational risks. Additionally, new transactions often bring on new technology debt that needs to be managed before it leads to cost overruns and outdated tech stacks. Optimising your digital projects is key to securing returns on resources, minimising the impact of tech debt and accelerating execution.
We embed governance across the project lifecycle to boost velocity and quality—improving both business and employee experience. By streamlining your pipeline and engaging technical and operational stakeholders, we help you implement strategies that drive efficiency, manage dependencies, and ensure fit‑for‑purpose solutions.
‟In many ways, due diligence is like the toughest sport on Earth. In high-level sport, there are marginal differences between the gold and silver medal – usually a fraction of a percentage. Our transaction services team finds that extra benefit outside of the spreadsheet by bringing deep operations knowledge and excellence to the playing field. Where we work, in our ‘game’ – winner takes all.”
Ben Thompson
Director
Success in due diligence is achieved by finding the balance between avoiding a poor investment and seeing value where others do not. Across industries, the clients of our transaction advisory services have found us to be the right partners to identify and communicate business value.
We know where to find sources of value and have extensive benchmark performance across sales force effectiveness, cost out and capital management and procurement synergies.
10-20% EBITDA improvement delivered in 2-5 years
15-25% revenue improvement in five years, often delivering half hard dollar value in the first two years
6-18% in addressable spend savings
Find out how our transaction advisory services have helped clients secure lasting value