CONTEXT
A UK portfolio company in the TMT sector had built a strong platform and a loyal customer base. With a transaction on the medium-term horizon, management and shareholders wanted a clear view of what it would take to deliver a successful transaction in the near future.
The company appointed Accellency to run its ESTEX® programme, with three clear objectives:
- Exit readiness reality check. Management and shareholders had a clear strategic vision but needed a clear view on what they needed to successfully execute to be truly exit ready.
- Bridging the gap between story and evidence. An aspirational equity story would only hold up in a sale process if backed by tangible proof points, KPIs and delivery milestones.
- Futureproofing AI disruption. In a fast-moving environment, the company needed to show how it would be a winner from this wave of technological disruption.
APPROACH
Using its proprietary ESTEX® methodology, Accellency prioritised:
- Proof Points & KPIs: For each pillar of the equity story, Accellency identified the evidence, metrics and track record buyers would need to see to underwrite it.
- Roadmap for Success: The gaps were used by management and shareholders to prioritise their strategic & operational priorities together with clear KPIs to track delivery.
- Equity Story Crystallisation: Accellency distilled the company’s ambition into a set of clear investment highlights, defining the aspirational equity story the business would take to market.
RESULTS
Management and shareholders were able to align every pillar of the equity story to concrete actions, turning exit readiness into a strategic and operational agenda.
The company moved forward with a clear roadmap to build support the investment case, along with relevant proof points, positioning it for a successful future transaction.
