- Global financial markets analysis:
- Analysis of trends in foreign exchange, stocks and bonds.
- Volatility analysis and options positioning.
- Trends and analysis of trading risks in commoditized products, autocorrelation of price changes, liquidity and risk management, portfolio insurance, deterministic relationships in options trading markets, passive arbitrage, hedge ratios, vanilla options and exotic option instruments including barrier options.
- In depth assessment of economic environment and investment opportunities:
- Country specific appraisal: Country risk and national policies, currency behavior, interest rates, long bond yields, growth and labor markets, balance of trade analysis and terms of trade, current and external account analysis, debt levels of government and private sector, investment trends and sector analysis, determination of competitive advantage, focus on target industries and analysis.
- International Business Analysis:
- Related industry mergers, competitive intelligence, consumer risk trends, corporate crime, corporate culture, corporate social responsibility, customer competencies.
- Geopolitical risk assessment and political developments:
- Detailed coverage of relations between the interests of international political actors focused within an area, a space, or a geographical element.
- Analysis and definitions of relations which create a geopolitical system.
- Overall, general risk assessment:
- Credit risk, interest rate risk, liquidity risk, transaction risk, strategic risk, reputation risk, compliance risk.
- Mergers and acquisitions risk assessment:
- Analyze and identify, assess, evaluate and propose to the Client businesses that are considered takeover targets that will enhance and add value to the Client’s business.
- Perform market research to identify potential targets and work on the initial screening of identified targets.
- Analyse all publicly available information relating to identified targets.
- Present of identified targets and initial recommendations.
- Select targets following consultation with the Client.
- Initiate approach of targets and information request under non-disclosure agreement.
- Post-transaction determination of outcomes
- In – depth analysis of agreed targets to cover:
- Valuation
- Financial standing
- Risk
- Business / Company
- Sector / Industry
- Country / Region
- Business potential
- Compliance status
- Second round of consultation with the Client to narrow down the list of targets.
- Devise merger / acquisition transaction process and provide the Client with options.
- Prioritise takeover targets and rank in terms of attractiveness.
- Analysis of soft issues pertaining to each target:
- Brand potential
- Staff engagement
- Organisation structure
- Historic review
- Assess compatibility with the Client.
- Ideas on internal restructuring of Client group to accommodate / absorb targets.
