Value Creation Plan & 36-Month Roadmap for a PE-Backed B2B Services Company
Supported management in crafting a value creation plan and a 36-month strategic roadmap following a new LBO.
Context
After a LBO backed by 3 midcap private equity funds, the management team needed to design a comprehensive strategic roadmap, targeting key value drivers and enablers for the next 36 months.
Scope & Deliverables
- Synthesizing strategic priorities: Defining "where to play" and "how to win" in key markets.
- Identifying and prioritizing value drivers and enablers.
- In-depth analysis of main growth initiatives and enablers: Product offering, go-to-market strategies, international expansion, IT roadmap, and governance.
- Setting key milestones and roadmap: Establishing clear milestones for 12, 18, and 36 months.
Team
With
3 Constellations Partners
Managed the project, with each partner leading based on their specific industry expertise in a multi-activity client environment.
Back-Office Junior Staff
Provided essential support in data gathering and analysis.
Constellations Impact
- Strategic priorities clarified, with key gaps identified and addressed.
- Comprehensive strategic roadmap developed, prioritizing value drivers and critical enablers.
- Value creation plan validated, ensuring alignment with business plans and incorporating risk mitigation strategies.
- Stakeholder alignment achieved – including ExCom and shareholders, ensuring unified strategic direction.