Review of B2C service company turnaround plan

Situation:

• Global lender faced with additional debt refinancing needs of a struggling B2C services company
• Lender required an independent review of the turnaround plan created by the asset’s management team

Actions:

• Analyzed asset performance in key areas
  • Marketing and customer acquisition strategy
  • Product offering (value proposition, prices, volumes, margins)
  • Customer file
  • Operations
  • Overheads
• Benchmarked asset against comparable business models
• Challenged hypotheses through several rounds of management interviews
• Assessed robustness and feasibility of implementation plans
• Suggested adjustments to management case and proposed alternative case
• Explored and assessed potential scenarios for way forward for lender

Results:

• Management case scrutinized with expert view on most critical aspects and their overall feasibility
• Realistic view on turnaround case including financials projected forming the basis for client’s further consideration in re-financing discussion