BCG-Strategy-Delivery-Sample

SampleSlidesintheNewFormatSeptember20072A4SampleSlides.pptAddingyourslidetothiscollectionSendyourslideviae-mailtooneofthefollowingaddresses•[e-mail]•[e-mail]•[e-mail]!3A4SampleSlides.pptFivetypesofslidesTextandcolumnsGraphsTablesDiagramsMapsandtimelines4A4SampleSlides.pptTextandcolumns5A4SampleSlides.pptWerecommendenteringthismarketsegmentHighgrowthandsynergywithexistingbusinessmakethisanattractiveopportunityAttractive,highgrowthmarketAttractive,highgrowthmarketModeratelysizedmarket,butgrowingfast•$5Binrevenuein2006•25%growthprojectedthrough2010Fragmentedmarketthatisripeforconsolidation•Top-15playersonlyaccountfor20%ofthemarketMarketingexperienceandowningthechannelwillbekeytosuccessinfuture•Existingplayershavelimitedmarketingcapabilities•Currently,noclearmarketleaderNeedtodetermineentrystrategyNeedtodetermineentrystrategyPrioritizeportfolioofgrowthopportunities•Compareoptionstoothergrowthareas•EvaluateimpactofentryintothismarketonfinancialflexibilityDeterminemarketentrystrategy—organicversusacquisition•Canleverageexistingcapabilities•WellpricedacquisitionwouldbefasterBegintoidentifyacquisitiontargetsandconductstrategicduediligence•Evaluateinvestmentrequirementsandoptimalstructuring•ExploresynergieswithcurrentbusinessSpeediscriticalinthisfastmovingmarketsegment6A4SampleSlides.pptCompanyconsistedofmultiplebusinessunitsinsuchdiversefieldsasautomotivesupply,engineeringandspecialtychemicalsCapitalmarketshadplacedaconglomeratediscountonthecompanythathadalsoaccumulatedasignificantamountofdebtthroughacquisitionsEnormouspressurefromanalysts,investorsandsupervisoryboardmemberstooverhaultheoverallstrategyandstructureAim:reductionofvalue-reducingfactorsandsignificantimprovementofcapitalstructureBasedonouranalysis,thecompanydecidedtodivestthehighlyprofitablespecialtychemicalsdivision•Highexpectedexitvaluegivenstrongcash-flowsfrombusinesses•Limitedorganicgrowthopportunities•LimitedinherentportfoliologicofdifferentbusinessesNewcoreallowsforreleaseofsignificantvaluepotential(sharepriceimprovementoverthecourseoftheprojectof50%)•Abolishmentofcurrentholdingstructure•Reductionofnetdebttoalmostzero•Significantgrowthpotential(organicandbyM&A)Portfolioreviewat€5BindustrialconglomerateresultinginsplitofcompanyContextandchallengesContextandchallengesResultsandimpactResultsandimpactWhytheclientchooseBCGWhytheclientchooseBCGBCGhadperformedanotherportfolioanalysisfortheclienttwoyearsearlierthatwashighlyacclaimedbythethenCEOforitsrigorosity,clarity,andindependenceInthiscrucialmomentofchange,thenewCEOreliedon•Ourprovenmethodology•Ourabilitytointegratedifferentindustryexpertsinourteam•Ourknowledgeofthecompany,and•OurabilitytoseamlesslycooperatewithaninvestmentbankhiredtosupporttheupcomingexitofoneofthemaindivisionsBCGapproach:whatwedidBCGapproach:whatwedidRigorous,fact-basedportfolioanalysisbasedonBCG'sproventraffic-lightportfolioapproach•Analysisofstrategicqualityofportfolio:marketattractivenessandcompetitivepositionofBUs•Analysisofgrowthandvalue-creationopportunitiesbyBUDevelopmentofpotentialfutureportfoliosofthecompanybasedondifferentoptionsforthecore—includingequitystoriesandM&AbuyinglistsforeachoptionEvaluationofportfoliooptionsbasedonwidesetofcriteria,includingstrategic,financialandcapital-marketrelatedaspects7A4SampleSlides.pptProjectexamplesincorporatestrategySource:BCGcasedatabase2005DateDate20052005200520052004200420042004Region/countRegion/countEuropeAsiaAmericasEuropeEuropeAmericasAsiaAmericTopicTopicStrategyPortfolioPortfolio/GrowthGrowthGrowthTransformationTransformationPortfolioProjectdescriptionProjectdescriptionDefinedaglobalstrategyfortheicecreambusinessofamajorglobalconsumergoodscompanyConductedanportfoliodiversificationprojectforamajorinternationalairlineDevelopedaportfolioandgrowthstrategyforaconglomerateinbeverageandsnack-foodmanufacturingDevelopedgrowthstrategyforsubsidiaryofamajorEuropeanairlineGlobalgrowthstrategyforthewirelessinternetservicesofamajormobiletelecommunicationcompanyDevelopedtransformationgrowthandfinancialstrategyTransformationstrategyforanautomotiveplayerinIndiaPortfolioshareholdervaluestrategyforaglobaloilcorporation8A4SampleSlides.pptIncreaseddemandhasstressedArtemisininsupplychainExpandedcultivationbutissuespersistExpandedcultivationbutissuespersistIncreaseddemandledtoexpansion•Acreagemorethandoubledoverpastyears•ExpandingfromChinaandVietnamtoothercontinents,includingAfricaDespiteexpansion,stillsupply-demandmismatch•Difficulttoobtainreliabledemandforecasts•ManufacturingcapacityneedstobecommittedearlyduetolongproductioncycleSupply-demandmismatchhashadnegativeconsequences•PricehikesforArtemisininanditsderivatives,limitingaccesstoACTs•PricesofACTs(co-blisterorfixeddosecombination)wellabovemonotherapiesHighpricesprovideincentiveforcounterfeitingHighpricesprovideincentiveforcounterfeitingStudyfoundaverageof38%ofartesunateboughtinSEAsiashopsdidnotcontainactivedrugCounterfeitersgettingincreasinglysophisticated,e.g.,hologramsVietnam64%Myanmar40%Laos