Inarticulate ramblings of a management consultant

the day to day experiences of a consultant operating in weird and wonderful client situations

Post merger integration

How does it look from over there? The perspective of Asian buyers / leaders on M&A in Europe and the USA

Over the next six weeks, I will be publishing a series of interviews which I and a friend of mine, Abhay Pande, conducted whilst based in Singapore. These interviews were born of a shared interest and desire to get beyond the myth and legend of Asian corporate culture and business practice and actually get some insights from Asian leaders that we have in our network. The facts are plain enough. […]

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The great unravelling

Dear friends (those of you who have signed up to this blog are almost inevitably that!), it’s been a while and I realise that I have broken the cardinal rule of blogging… that is regular, predictable and interesting pieces of short, concise and opinion filled content! Many of you will know that I and my family have been through a process of ‘re-potting’ as it’s described these days…a return to […]

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Anchoring….a challenge for corporates as it is for individuals?

With many thanks to my good friend, Alastair Campbell, for an impromptu conversation this week, I wanted to raise an interesting issue. Do the principles of anchoring apply to companies as much as they apply to individuals? To remind you, the concept of anchoring is based on the short circuit in our brain which applies a correlation to unrelated facts / opinions and thereby can make us make some assumptions […]

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Three things to think about when preparing your company for a ‘growth by acquisition’ strategy

At the risk of sounding trite, the opportunities for successful acquirers have never been as great as they are now nor the risks higher! The market generally views with suspicion those who would target growth through deals as their primary vehicle (the Valeant and SunEddison story is another in the litany of M&A disasters…see here for my take on it) but for those who do it well, the leverage of […]

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Asian investors -dealing with a new owner?

We are living in a period of reversals….for most of our lives, decisions have been made in the West and implemented (with mixed success) in the East. From outsourcing shared services to the Philippines and South Asia, to banks developing global platforms by buying local and regional businesses across Asia, to the great manufacturing shift to China and more recently to Vietnam, the emphasis on delivery has the remit of […]

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Show me the value…!

Think about a recent acquisition that you were involved in. Having accessed the business in the post completion period, which of the following assets proved to be more valuable: The physical assets: Intellectual property, technology platform, operating infrastructure, plant and equipment, inventory / working capital, cash in the bank. The employee assets: innovators, R&D experts, operations managers, leaders, customer facing relationship managers, sales people, ‘historians’ (those who understood the context […]

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The love affair between Fintech and financial services – unrequited?

Large consulting firms buying / investing in small specialists Telecommunications giants buying / investing in tiny adtech ventures Banks and insurance companies buying / investing in owner managed fintech businesses Once again we are on the crest of a wave of mergers and acquisitions whereby the very large swallow the very small. I’m not at all confident that we won’t have the same result the last time this happened…in the […]

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