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Financial Services Project Profiles

Analysis of Acquisition Target Uncovers Unexpected Risk

After a pilot project, management of the M&A practice of a leading investment bank found itself intruiged by SDG's process for analyzing the value and risk drivers of acquisition transactions. But management was not yet ready to turn away from decades of experience in traditional analysis. Management commissioned another pilot, comparing SDG's approach with the bank's traditional approach in a head-to-head, real time analysis of a specific acquisition target.

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New Investment Screening Process Triples Return

How do you apply world-class management techniques to private equity investment – a high-stakes business that is inherently uncertain and relationship-driven? That's precisely the challenge that confronted a Fortune 100, multinational, diversified services and manufacturing company when it came to SDG for help.

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'Turbo' Asset Valuation Informs Bidding Strategy

Leveraged buyout firms have little time to bid on investment opportunities. Frequently, in a rush to get a deal done, funds often overbid because they underestimate the level of risk associated with a deal.

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Responding to Cyclical Volatility

The CEO of a large property and casualty insurer was troubled by the cyclical swings inherent in the core business. He sought help in creating a strategy for introducing and expanding products designed to dampen the volatile nature of the business.

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Insurance Profit Center Design

SDG designed a major profit center structure that restructured and moved resources to decentralized operating units for a large property and casualty insurer.

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IDFC Private Equity Co.

In a move described as “uncommon” for an Indian private equity fund, IDFC Private Equity Co. engaged its longtime strategic partner SDG to help it with strategic investment and risk management of its nearly $1.3 billion under management.

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Carl Spetzler
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