Capabilities

Strategy Assessment & Implementation

A business strategy creates a vision and direction for the whole organisation. It is important that all people within a company have clear goals and are following the mission of the organisation. A strategy can provide this vision and prevent individuals from losing sight of their company's direction and targets.


However, succeeding in strategy management is hard work; it takes time, resources, and distracts from the urgency of running the day-to-day business. Nevertheless, strategy plays a crucial role in a company's success and growth.


How Monti Unlocks Value

  • Strategic review
  • Outlining and implementing a new strategy (new market and/or product analysis)
  • Defining a company's mission & vision
  • Guidance on corporate development and transformation
  • Creating a marketingplan (strategy, marketingmix, financial budget, measurable goals)
  • M&A insights
  • Digitization plan
  • Strategic investor and/or Supervisory Board presentations

Financial Modelling & Forecast Analysis

A financial model is an important aspect within a business. It supports decision making around M&A, valuation, raising capital, managing the daily business, actual vs. budget reporting, making investment decisions, corporate development, planning & analysis, and accounting.


Monti can help your business with building tailor made and user-friendly financial (forecast) models that provide you with key financial insights and support for financial & strategic decision making.


How Monti Unlocks Value

  • Financial model development and forecast analysis, including analysing and highlighting financial trends, important KPIs and expenses
  • Drive business planning and forecasting activities supported by sensitivity analysis (different scenario's)
  • Developing financial strategies (to support strategic initiatives) as well as setting SMART financial goals
  • Outlining and formatting monthly reporting (Supervisory Board and/or management reporting) 
  • Fund raising (i.e. guidance with investor presentations) and equity structuring
  • Attracting bank financing (i.e. guidance with financial metrics, bank presentation and documentation)


Process Optimization

Organisations that combine the right operating model with superior execution are winners in good times and bad. These companies not only ride out recessions more successfully, they also emerge from them more quickly. As companies resume the quest for profitable growth and high performance in the upturn, they can no longer afford to ignore the role of process in delivering value to their customers.


So for organisations to succeed in our rapidly changing world, continuous adaptation and improvement of work processes is very important. Monti can help your organisation to become more efficient, achieve operational excellence, and prepare for accelerated growth.


How Monti Unlocks Value

  • Assessment of company processes and alignment plan
  • Professionalization of processes, communication, reporting and operations
  • Outlining the customer journey and experience

Deal Execution

Monti can help with

  • The execution of add-on or buy-out transactions, including all internal and external aspects of the investment process through leading and supporting the evaluation, due diligence process, financial and legal structuring, negotiation, and financing of transactions
  • Conducting and analysing in-depth commercial and financial due diligence (identifying red flags) on target and/or portfolio companies, followed by presenting the findings to the investment committee
  • Managing and supporting the transaction team with internal processes (i.e. analysing companies/markets and their competitive position, identifying growth potential and preparing investment committee presentations, etc.) as well as external processes such as loan documentation and communication with third parties (such as due diligence providers)
  • Analysing buy-and-build potential and creating a value creation plan 
  • Equity structuring and attracting bank financing (i.e. guidance with financial metrics, bank presentation and documentation)


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