Skip to main content

Value Creation Services

Delivering focused solutions to unlock cash and enhance profits

Our value creation specialists adopt a private equity mindset and draw on deep industry experience to help companies find untapped value and improve performance. We offer services tailored for event-driven and ongoing situations.

Case studies

Our specialist team deploys proven private equity techniques and tools including advanced data analytics to quickly identify, quantify and deliver optimum returns across the entire value chain.

We tailor our services to suit various situations, including acquisitions, divestments, transformations, and turnarounds. We draw on our expertise in business planning, operational restructuring, and liquidity management to build effective solutions.

Clients benefit from our deep industry expertise, which is underpinned by an extensive network of contacts within private equity funds worldwide. In addition, we draw on Deloitte’s global network of financial professionals, as well as sector and technical specialists, to deliver the expert advice companies require.

View our case studies for examples of successful solutions we have created.

How we can help

We typically work with the management or owners of a distressed business who are responsible for underperforming divisions and business units and are seeking radical changes to improve performance. Our team can assist with strategic restructuring and exit options, along with services such as asset rationalisation, contingency planning and debt advisory.

We can also help companies manage a crisis. We have deep expertise in building solutions for crisis scenarios, including interim management and stakeholder management.

Find out how we can help in these value creation scenarios.

Case studies

1 M&A

We worked with a leading home care services provider to offer pre-sale EBIDTA improvement diagnostic and execution support that helped deliver $5m of earnings uplift.

2 Transformation

Our team worked with a listed retailer to provide a strategic review and costed operating model options for a business unit worth more than $300m.

We also worked with a financial services company to perform a strategic review and develop a bankable profit improvement program of prioritised initiatives with a range of associated benefits. As a result, we helped to drive profit uplift by more than 78 per cent EBIT uplift to $15.2m.

3 Turnaround

Our team worked with a leading food and beverage manufacturer to identify $35m in opportunities across revenue growth, pricing strategy, operations, organisation design and corporate overheads reduction.

We also supported a large franchisor to develop and implement a turnaround plan focusing on commercial, operations and working capital for individual brands.

Value Creation scenarios

1. M&A event driven

VALUE CREATION M&A servicesBefore and after an M&A event there is one-time opportunity to build an enhanced VALUE CREATION plan that the new owners can use to deliver incremental value

VALUE CREATION proposition

Situations

  • Work with the purchaser of a new asset to identify incremental profit improvement and/or synergies with post deal delivery including integration/carve out supportPre-deal assessment with thevendor of an asset to identify incremental benefits, offset dis-synergies and enhance the sale price

Differentiation

  • Extensive transaction experienceA buyer’s perspective to the sell-side and separationAn ability to draw on a wide range of related specialisms, e.g. complex programme/ cultural change/ technology implementation support

Deployment

  • Hypothesis led Private Equity lens and insightEnhanced cash management /working capital focus and finance transformationProgramme management including carve-out and/or integration support

VALUE CREATION techniques and tools:

The VALUE CREATION methodology deploys techniques to identify, quantify and prove-out the value, ready for implementation

  • Private Equity lens
  • Fact based and hypothesis led
  • analysis
  • Zero-based budgeting
  • Data analytics
  • Pricing Upsides
  • Working capital
  • Interim management
  • Value Creation Office

VALUE CREATION focus:

Deloitte’s VALUE CREATION is applied across the value chain

  • Commercial/Strategy
  • Supply chain
  • Strategic sourcing
  • Revenue & Margin
  • SG&A
  • Capex optimisation
  • Performance mgmt
  • Operating models
  • Cash & Working capital
2. M&A event driven

VALUE CREATION Transformation servicesUnleashing existing businesses by framing performance using VALUE CREATION methodologies and mindsets, leading to a step change in profitability

VALUE CREATION proposition

Situations

  • For management seeking a new perspective on profit improvement of existing business units
  • Total value chain to focussed activities
  • Need for external “Transformation Director” (TD)

Differentiation

  • Strong track record in benefits delivery of large scale and complex transformations
  • Private Equity rigour, challenge and quantitative focus
  • Broad specialisms framed by VALUE CREATION methodologies, pace and prioritisation

Deployment

  • Hypothesis led Private Equity lens and insight
  • Zero-based budgeting challenge to revenue and costs (supply chain, sales, marketing, opex)
  • Situation and industry specialists
  • Analytics for data-rich environments and opportunities
  • PMO and robust benefits tracking framework
  • Specific CFO and TD services and support

VALUE CREATION techniques and tools:

The VALUE CREATION methodology deploys techniques to identify, quantify and prove-out the value, ready for implementation

  • Private Equity lens
  • Fact based and hypothesis led analysis
  • Zero-based budgeting
  • Data analytics
  • Pricing Upsides
  • Working capital
  • Interim management
  • Value Creation Office

VALUE CREATION focus

Deloitte’s VALUE CREATION is applied across the value chain

  • Commercial/Strategy
  • Supply chain
  • Strategic sourcing
  • Revenue & Margin
  • SG&A
  • Capex optimisation
  • Performance mgmt
  • Operating models
  • Cash & Working capital

 

3. Turnaround

VALUE CREATION Turnaround servicesApplying VALUE CREATION techniques and focus on under-performing companies or divisions radically improves outcomes

VALUE CREATION proposition

Situations

  • For management or owners of a distressed business seeking radical changes to performance and crisis management
  • Management with an underperforming division or unit requiring turnaround

Differentiation

  • Expertise in crisis scenarios including Interim Management and stakeholder management
  • Depth of business planning, operational restructuring and liquidity management expertise
  • Subsequent support available for strategic restructuring and exit options

Deployment

  • Specific Executive support including CFO and CRO services, finance and reporting tools
  • Enhanced cash/ liquidity management, working capital and cost-out focus
  • Growth, optimization, transformation and exit option analysis to assess risk and rewards
  • Asset rationalisation
  • Contingency planning in distress cases, debt advisory

VALUE CREATION techniques and tools

The VALUE CREATION methodology deploys techniques to identify, quantify and prove-out the value, ready for implementation

  • Private Equity lens
  • Fact based and hypothesis led
  • analysis
  • Zero-based budgeting
  • Data analytics
  • Pricing Upsides
  • Working capitalInterim management
  • Value Creation Office

VALUE CREATION focus

Deloitte’s VALUE CREATION is applied across the value chain

  • Commercial/Strategy
  • Supply chain
  • Strategic sourcing
  • Revenue & Margin
  • SG&A
  • Capex optimisation
  • Performance mgmt
  • Operating models
  • Cash & Working capital

Value Creation services versus Value Creation M&A ServicesValue Creation is a Full Service Offering across the entire Deal Cycle

Acquisition Pre-Deal Support

Acquisition Identification and Sourcing
Due Diligence Services

  • Financial Diligence
  • Operational Diligence
  • Commercial Diligence
  • IT Diligence
  • Tax Diligence

Merger Integration/ Carve-out Planning

  • Synergy development/review
  • Day One/100-Day Plan Development
  • Carve-Out Planning and Execution
  • Post Merger Integration Execution
Performance Improvement

EBITDA/Cash Improvement

Revenue (pricing) Management
Cost Efficiency/Reduction

  • Direct Costs
  • G&A
  • Human Capital

Supply Chain/Procurement

  • Network optimization
  • Warehouse management
  • Outsourcing and Offshoring
  • Leveraged Sourcing

Lean Operations and Investment
Review
Cash and Working Capital
Management
Finance transformation
Integration/synergy realisation

Asset Efficiency

Working Capital Management

  • Improving cash management & reporting
  • Re-designing key processes (O2C, P2P, F2F)
  • Renegotiate contract terms

Asset Optimization

  • Operating Assets
  • Technology Assets

ERP Selection and Project
Management
Technology Asset Management
Real Estate Advisory
Business Intelligence/ Management Reporting

Turnaround and Restructuring

Cash and Liquidity management
Turnaround Planning and management
Restructuring Options
Financial and Operational Improvement
Chief Restructuring Officer Interim management
CFO Services Asset Rationalisation

Exit Support

Exit Planning and Execution

  • Carve-Out/Divestiture Advisory
  • Corporate Finance
  • Exit Tax Advisory

Pre-Exit Financial Advisory

  • Capital Structure Redesign
  • Securities Renegotiation and Amendment
  • Debt and Equity Placement
  • Sell Side Due Diligence
  • Vendor Diligence
  • Synergy Assessment
  • Cost Reduction Implementation Planning
  • Exit management, wind down and closure

Case studies

VALUE CREATION M&A case studies

Home care services provider

Pre-sale EBIDTA improvement diagnostic and execution support for $5m of earnings uplift

1. M&A services

Before and after an M&A event there is one-time opportunity to build an enhanced VALUE CREATION plan that the new owners can use to deliver incremental value.

VALUE CREATION Transformation case studies

Australian listed retailer

Strategic review and costed operating model options for $300m+ business unit.

Financial services company

Perform strategic review and developed a bankable profit improvement program of prioritised initiatives with a range of associated benefits, driving profit uplift by ~78% EBIT uplift to $15.2m in FY19.

2 Transformation services

Unleashing existing businesses by framing performance using VALUE CREATION methodologies and mindsets, leading to a step change in profitability.

VALUE CREATION Turnaround case studies

Food & beverage manufacturer

Identified $35m in opportunities across revenue growth, pricing strategy, operations, organisation design and corporate overheads reduction

Large Australian franchisor

Developed and implemented turnaround plan focusing on commercial, operations and working capital for individual brands

3 Turnaround services

Applying VALUE CREATION techniques and focus on under-performing companies or divisions radically improves outcomes.

Recommendations

Analysis and advice for gender economics and policy

Deloitte's Turnaround & Restructuring team works with boards, management teams, banks, investors, government agencies and other stakeholders to help organisations navigate complex challenges and rapidly achieve improvement in distressed situations.
Services

M&A Corporate Finance Advisory Global Deals Experience | Deloitte

Providing independent financial, M&A and debt / equity advice – whether you are seeking to expand organically or via a strategic acquisition, realize value through the sale of a business, a subsidiary or a shareholding, raise new finance, review debt facilities or improve balance sheet funding efficiencies.
Services

Competition, litigation, markets and regulation

Using economic analysis for litigation and regulatory matters involving proposed mergers, allegations of anticompetitive horizontal conduct or monopolisation including antitrust advice, market analysis, and damages estimation.
Services

Risk analytics

Our risk analytics specialists collaborate with our clients to align data potential with organisational strategy. Drawing on industry expertise, deep risk understanding & leading data capabilities, organisations are increasingly realising the potential for analytics to answer these inherent challenges.
Services

Contact us

Luci Palaghia

Partner, Financial Advisory
+61 3 9671 8377

Derek Barker

Partner, M&A
+61 3 9671 5802