Managing Key Success Factors in Advisory Roles


This PPT slide, part of the 63-slide Commercial Due Diligence (CDD) PowerPoint presentation, outlines critical success factors associated with various advisory roles within the context of direct investment value chains. It emphasizes the necessity of managing these factors to mitigate risks associated with underperformance by certain advisors. The slide categorizes the key success factors into two main areas: Value-added Monitoring and Monetization.

Under Value-added Monitoring, several factors are highlighted. Management recruitment capability is paramount, as it directly influences the effectiveness of advisory roles. Board influence is also crucial, suggesting that strong connections and credibility at the board level can significantly impact outcomes. The slide mentions industry and operating capabilities, indicating that advisors must possess deep knowledge of the sectors they operate in. M&A and joint venture capabilities are noted, reflecting the importance of strategic partnerships in enhancing value.

In the Monetization section, the slide identifies an established exit strategy as vital, underscoring the need for advisors to have clear pathways for realizing value. Access to buyers and M&A contacts is another factor, as it facilitates smoother transactions. Lastly, adherence to philosophy suggests that alignment in strategic thinking among advisors is essential for cohesive action.

The potential partners listed—accountants, lawyers, consultants, industry experts, and investment bankers—are linked to these success factors, indicating their varying roles and contributions. The slide concludes with a recommendation to centralize communication through a primary contact, typically the investment banker, to streamline processes and enhance coordination.

This structured approach to identifying and managing key success factors can help organizations ensure that advisor performance aligns with overall strategic goals, ultimately leading to more successful investment outcomes.



This slide is part of the Commercial Due Diligence (CDD) PowerPoint presentation.

This presentation is created by former McKinsey, BCG, Deloitte, EY, and Capgemini consultants. It explains the approach to Commercial Due Diligence utilized by global strategy consulting firms.

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