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Strategy consulting in discussion with clients

Services

Clear view. Robust decisions.

Together with mid-sized companies and investment firms, we develop and implement market-oriented strategies for organic and inorganic growth. We create the organisational foundations for sustainable, scalable growth and support owner-managed companies in preparing their succession – backed by more than 400 projects, an extensive expert network and strong methodological expertise.

01

Growth Strategy

Sustainable growth does not happen by chance – it is the result of clear strategic decisions. CA Strategy helps companies, investors and shareholders identify attractive market segments, develop organic and inorganic growth strategies and select suitable target companies, and prepares them for a sale process – for example with a sharper equity story, clear market positioning and a robust business plan.

Market Attractiveness Assessment

Identifying attractive market segments and geographic end markets

  • Quantifying the size and growth of markets and segments by value and volume
  • Determining key market drivers and trends
  • Describing competitive intensity and profitability levels in individual niches

Growth & Market Entry Strategy

Developing sustainable organic and inorganic growth strategies

  • Identifying customer potential (e.g. new customers, cross- and up-selling) and attractive sales channels
  • Reviewing and adjusting pricing strategy
  • Optimising sales structures, processes and systems
  • Searching for sales partnerships and cooperations

Target Search / Add-on Search

Support in searching for and approaching potential acquisition candidates

  • Preparing long lists and short lists
  • Personally approaching target companies
  • Establishing first contact and arranging meetings

Exit Readiness

Preparing for a planned company sale

  • Sharpening strategic positioning and developing a meaningful equity story
  • Identifying operational improvement opportunities
  • Preparing a detailed business plan
02

Due Diligence / Business Reviews

CA Strategy produces commercial due diligence reports accepted by banks and debt funds ("bankable reports") in the context of transactions and refinancings. Clients are typically private equity firms, (multi-) family offices, mezzanine providers and corporate clients. We prepare around 25–30 CDD reports per year (more than 400 completed CDD projects in total) and assess both traditional and digital business models.

We follow a holistic approach, i.e. end-to-end support that goes beyond classical commercial due diligence. After a successful commercial due diligence, strategy workshops with the target's management usually follow, along with support for value creation measures and the search for add-on targets.

Unlike other forms of due diligence (e.g. financial, operational or legal due diligence), only commercial due diligence (also called market or strategic due diligence) examines the strategic component within transactions and comprehensively tests the sustainability of the target's business model. It therefore carries particular significance.

CA Strategy focuses above all on the future viability and sustainability of the business model. Our work always centres on validating whether revenue, gross profit and EBITDA planning is achievable, taking into account the findings from market, customer and competitive analysis as well as the resources available within the company. We examine in particular the "downside protection" of the business model as well as upside potential beyond the business plan, and replace descriptive, backward-looking presentations with forward-looking assessments. CA Strategy has access to the most important commercial research databases and AI tools and runs extensive interview programmes with industry experts, customers, distribution partners, competitors and suppliers ("360-degree approach"). We have a large network of industry experts.

Red-Flag Commercial Due Diligence

Early identification of potential deal breakers in the transaction process

  • Testing the key investment hypotheses
  • Deriving possible downside risks
  • Conducting numerous interviews with industry experts

Full Scope Commercial Due Diligence

Assessing the sustainability of the target's business model

  • Evaluating the value proposition, value-creation activities and revenue model
  • Determining market attractiveness (e.g. market size, segmentation, growth, drivers and trends)
  • Quantifying customer potential (e.g. dependencies, purchasing and switching behaviour, pricing behaviour, new-customer potential)
  • Analysing the competitive landscape (e.g. market share developments, financial benchmarking, strategic positioning, strategic groups)
  • Validating the business plan (e.g. planning assumptions, price-volume structure, upside potential)
  • Additional fields of analysis at the client's request (e.g. exit options, buy & build strategy, business case models)

Vendor Assistance

Supporting the sale process and preparing sell-side documents

  • Preparing the data room
  • Supporting the preparation of medium-term planning
  • Preparing a commercial factbook or vendor commercial due diligence

Business Review / Strategic Review

Short assessment of a company's current economic performance

  • Review of the strategies that have been formulated
  • Identifying and assessing financial, operational and strategic risks
  • Formulating concrete options to mitigate risk
03

Value Creation

CA Strategy helps companies sustainably increase performance and enterprise value. Our services include analysing and optimising processes, supporting transformation and integration projects, building and validating robust business cases, financial models and forecasts, and providing experienced consultants on a project basis.

Strategy Workshops

Developing strategic options

  • Developing a platform strategy
  • Feasibility of a buy & build strategy
  • Preparing a business plan
  • Analysing synergy potential

Financial Modelling / Business Case Modelling

Validating or preparing business plans

  • Building and developing integrated financial models
  • Developing robust business cases to evaluate strategic options
  • Scenario and sensitivity analyses (e.g. best/base/worst case)

Organisational Consulting

Optimising structures, processes and systems for sustainable and scalable growth

  • Analysing and optimising organisational structures, responsibilities and decision paths
  • Standardising and digitalising business processes to increase efficiency and productivity
  • Developing future-proof systems and management tools

Operational Support (on-site)

Temporary provision of individual consultants for specific tasks or projects

  • Support with value creation concepts and performance improvement programmes
  • Temporary support in specific functions (e.g. procurement, marketing, sales, business development, M&A, finance)
  • Support with digitalising business processes and introducing AI tools, IT systems and software solutions
04

Organisational Consulting

From many years of project experience – particularly in the service sector – we know that employees are a company's most valuable asset. Above-average staff turnover often leads to lost productivity, project delays, unsettled customers and high recruiting and onboarding costs. This is where we come in: we help companies create an environment in which employees can reach their potential by optimising structures, processes and systems.

Our approach

  1. 01

    Defining project goals

    Together we define the concrete goals and which results should be achieved in which time frame – taking into account the individual company situation and industry specifics.

    • Concrete results to achieve
    • Time frame per result
    • Individual company situation
    • Industry specifics
  2. 02

    Analysing relevant internal data

    We analyse all data that sheds light on turnover drivers and evaluate existing surveys, exit interviews and HR metrics – to identify causes rather than rely on assumptions.

    • Employee statistics (turnover, sick leave, tenure, age structure, qualifications)
    • Salary structures and development
    • Employee satisfaction
    • Recruiting and retention spend
    • Evaluation of exit interviews
  3. 03

    Employee interviews

    In a trusting atmosphere we deepen the findings with honest feedback on working conditions, leadership and development opportunities.

    • Managers
    • Employees in operations
    • Administrative staff
    • Former employees
  4. 04

    Identifying root causes

    We condense the results into the central causes of unwanted turnover, distinguishing structural, process-related and cultural factors.

    • Workflows
    • Team structures and responsibilities
    • Cultural aspects
    • Salary levels and components
    • Benefits
    • Mentoring and training
  5. 05

    Deriving actionable measures

    Together we develop practical measures that fit existing resources – with clear responsibilities and a realistic timeline.

    • Practical measures
    • Clear responsibilities
    • Realistic timeline
    • Fit with existing resources

Would you like to reduce staff turnover and build a healthy basis for sustainable, scalable growth? Get in touch.

Arrange a conversation
05

Succession Advisory

The decision to sell a company and hand it over to new owners is one of the most important – and most emotional – decisions in an entrepreneur's life. Alongside economic aspects, personal goals, responsibility towards employees and securing one's life's work play a central role. An early, well-planned approach can therefore be decisive in securing the value of your company.

As an experienced strategy consultancy, we usually support entrepreneurs 2–3 years before the planned sale in regular workshops. Our goal: to provide orientation, show options and prepare you as well as possible for a successful sale process.

Thanks to our many years of work, particularly in the private equity environment, we know investors' requirements very well and know exactly which levers significantly influence company value and which factors are decisive for a successful sale.

Example workshop topics:

Personal perspective & succession options

Defining personal goals and developing a suitable succession model

  • Personal, family and financial objectives
  • Desired timing and future role of the owner
  • Succession within the family or the company
  • Sale to a strategic buyer or financial investor
  • Evaluating and prioritising succession options

Strategic target picture

Developing a clear target picture for the company before and after the handover

  • Vision and long-term positioning
  • Business model and service portfolio
  • Target markets and customer segments
  • Organisation and future management structure
  • Strategic priorities for the coming years

Value creation levers

Identifying concrete measures to sustainably increase company value

  • Analysis of the key value drivers
  • Increasing revenue, profitability and recurring revenues
  • Reducing dependence on the owner, customers and key people
  • Professionalising organisation, processes and reporting
  • Prioritising value creation measures

Succession roadmap & implementation

Translating strategic decisions into a concrete roadmap for succession

  • Defining concrete measures and milestones
  • Building or developing the second management level
  • Gradually reducing operational dependence on the owner
  • Preparing for handover or a possible sale
  • Timeline, responsibilities and next steps

Your contacts

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