wp&c private equity support

www.wilsonperumal.com

Introduction to Wilson Perumal & CompanyPrivate Equity Support


• Wilson Perumal & Company– We are a premier consulting firm with a unique point of view on complexity, which is

especially powerful when united with our deep strategy and operations perspective– The return of our project benefits over fees ranges from 5-60x yearly– Our team is on average more experienced than most other consulting firms and has both

strategy and hands-on operational experience from world-class organizations– We can be flexible in our arrangements and we would be excited to partner with you

• Our expertise– Our team has in-depth due-diligence experience on both the buy-side and sell-side– We work with leading companies across industries, with a focus on Private Equity,

Industrials, Retail, Consumer Products, Financial Services, and Energy/Infrastructure

• We can help your private equity firm in one of two ways:– Adding value to existing portfolio companies with strategy or operational support– Diligence support to evaluate new investments and identify opportunities for value creation

Introduction

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• We help companies across three interconnecting areas

Strategy Complexity Operations

• Companies need fresh thinking and different approaches that reflect the complexity of today’s world

• Our team is custom-built to address these issues, with strategic depth, operational fluency and experience in implementation- our clients attest to our results!

“WP&C combines the level of talent and capability of the name-brand strategy firms with the great working relationship, partner engagement, and level of personal

commitment you can only get with a smaller firm. WP&C is the best of both worlds.” – Dave Hoogmoed

President, Land O’Lakes Purina Feed

We are the leading advisor to companies on how to compete in a complex world

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We provide full support to enterprises spanning 3 major areas

Our Services:

• Corporate Strategy

• BU Strategy

• M&A Strategy & Due Diligence

• Revenue Optimization

• Marketing & Sales

• Operating Model Design

• New Market Entry

• Complexity Mgmt

• Complexity Agenda

• Product Profitability

• Customer Profitability

• Portfolio Optimization

• Process & Organizational Simplification

• Post merger integration

• Process Transformation

• IT Strategy

• Supply Chain Mgmt

• Operational Excellence

• Conduct of Operations

• Customer Retention

• Risk Management

Strategy Complexity Operations

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We work with leading companies to deliver transformational results

Redesigned multi-channel operations, developed an Exit Mgmt. tool, and the Online Product Set-up process for an £18M increase in Operating Profit and a doubling of online market share.

eCommerce Transformation

Europe’s Largest Electronics Retailer

Product Portfolio & Distribution Model

Leading Agricultural Company

Strategic Decision Analysis

Took a joined-up approach across the product portfolio and distribution to redesign and pilot a new business model for $15-30M in cost savings, greater service levels, and more aligned sales force to launch growth.

Leading Asset Management Firm

Combined our strategic analysis and deep industry expertise to evaluate a potential billion $ investment across market, regulatory, risk & operations. The CEO praised our work as by far the best he had seen in this space.

Applied our unique complexity approach to remove excess complexity via portfolio optimization and process & org redesign. Identified multi-millions profit improvement in one plant & can be extended to seven other plants.

Transformation through Complexity Reduction

A billion $ Fast Moving Consumer Goods Company

Worldwide Due Diligence Partner

A Large Media Company

Operational Risk Reduction

Conduct commercial due diligence and facilitate other diligence providers on new market entries worldwide. Flexible engagement model with diligence team ready with 1 week notice.

Major Integrated Energy Company

Reduced loss of containment incidents by 75%, and safety incidents by 25%, by providing hands-on leadership coaching and training using the US Nuclear Navy’s Five Pillars for HRO.

Yearly benefits over Fees n/a1 Yearly benefits over Fees 20-30xYearly benefits over Fees 50-60x

Yearly benefits over Fees 8-10x Yearly benefits over Fees n/a2 Yearly benefits over Fees 50-60x

1) Benefit from entering markets not yet realized since the work is done in 2013. 2) No-go decision 5

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•New growth strategy

• Evaluate new market entry strategies

•M&A strategy

•Go-to-market approach

•Portfolio optimization

•Process and org simplification

• Simplify footprint and asset base

•Margin enhancement

• Exit strategy and timeline planning

•Pre-sale “vendor” due-diligence

•Business plan analysis and development

We can help your firm in one of two ways:Adding value to existing portfolio companies1

Grow Improve Exit

We can help you increase the value of your portfolio companies with a focus on maximizing cash flow while minimizing investment

We are happy to do a short, targeted assessment at minimal cost to identify value creation opportunities along with providing the supporting business case


We can help your firm in one of two ways: Due-diligence support for new investments2

Market Customers Competition• Size, growth, & segment • Key market trends• Identify potential risks• Regulatory environment• Suppliers

• Key purchase criteria• Customers views on target

offering and value proposition• Unmet needs

• Competitor profile, value proposition, & strategy• Comp. benchmarking• Market share analysis• Market consolidation

Our comprehensive approach covers all key areas with primary & secondary research:

Historical growth Operational / costs Business plan• Revenue & growth by

geography, BU, etc• Price vs. volume growth• Performance vs. market

• Complexity assessment• Margin analysis • Work Cap, CapEx, and D&A• Headcount by function

• Management projections• Growth strategy• Key assumptions• Upside potential

Additionally, we can tailor our approach to the needs of each deal:• “In-depth” diligence for new or unfamiliar markets (2-4 weeks)• “Light-touch” diligence for quick validation of initial hypothesis (1-2 weeks)

Market diligence

Target diligence


In our experience, most operations diligence efforts are superficial reviews to simply verify operations are in relatively good order

They often neglect to review: 1.The strength of operations or2.Quantify improvement opportunities

Our unique complexity perspective allows us to go beyond typically process improvements like Six Sigma or Lean

Typically process improvement approaches are: limited in scope, do not address root causes, and cannot effectively tackle cross-functional or cross-divisional issues

We offer a 1-2 week engagement tailored for private equity diligence to identify and quantify value added opportunities

We: (1) identify the strengths and weaknesses of existing operations and (2) quantify the value of operational improvements

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We are willing to partner with you to minimize the costs of this initial diligence to then support operations improvement post-acquisition

Our approach to ops diligence goes beyond typical methods to uncover greater value


What makes WP&C’s approach to due diligence unique?

Flexible arrangements

Industry experience

•We can be flexible in our arrangements to better support your needs•We can fully support the timelines and deadlines of the PE process

•We have experience working for and with leading private equity firms and corporate M&A groups at Fortune 500 companies•We have both buy-side and sell-side experience giving us unique

insight into how each side approaches the deal

Buy-side & sell-side experience

• Our consultants have industry experience so we do not provide theories, we provide practical recommendations that can be implemented in a cost effective way


North America EuropeTwo Galleria Tower

13455 Noel Road, Suite 1000Dallas, TX 75240

+1 (972) 716-3930

Longcroft House2/8 Victoria AvenueLondon, EC2M 4NS

+44 (0) 203 206 1496

Fabio La Mola+1 (832) 744-6586

[email protected]

Jacob Carr+1 (719) 332-2947

[email protected]

Contact Us:
