ACCELERATING GROWTH

WITH PRUDENT RISK MANAGEMENT

Wellington Capital Advisory pioneers the ‘Integrated Execution Service’ approach. This drives our clients to maximize exit valuations through enhanced control over their investments in Indonesia.

Our clienteles include large institutions, family offices, U/HNWIs and governments, worldwide.

ACCELERATING GROWTH

WITH PRUDENT RISK MANAGEMENT

INTEGRATED

EXECUTION

SERVICE

1
Origination
2
Investment
Thesis
3
Quickstart
Plan
4
Value
Initiatives
5
Work
Programs
6
Strategic
PMO
7
Exit

IES

1. Origination

We initiate the value creation chain by identifying suitable investment opportunities, sourcing potential acquisition targets, discipline due diligence, devising market entry strategies, and sourcing partnerships.

2. Investment Thesis

We work closely with our clients to create exit strategy early on and execute the entire process from disciplined due diligence to deal closing. Most importantly, we place great emphasis on rigorous stakeholder management, namely professional advisors, the principals of acquisition targets, candidate business partners, local community groups, and regulatory bodies.

3. Quickstart Plan

We work closely with the management team to align the operating company with the end goal of our clients. We place value creation at the center of our activities by developing strategies to deliver exit-critical targets set by the clients.

4. Value Initiatives

We actively identify key initiatives to drive top-line revenue and bottom-line profit performance, aligned with the targets set out in the Quickstart Plan. We achieve this by revamping business models, identifying new revenue streams, improving operational efficiency, and optimizing costs, within a strict governance framework.

5. Work Programs

We work together with our clients and management team to align incentives by defining a set of agreed metrics, business milestones, and resource allocation guideline. Additionally, specific accountabilities are assigned to individual workgroups at this stage.

6. Strategic PMO

We provide board-level management reports to track progress against the agreed Value Initiatives and allow a high-degree of visibility and control to all stakeholders. We pay particular attention to issue management and ‘early-warning’ problem resolution.

7. Exit

We endeavour to maximise exit transaction value for our clients in accordance with their expectations at the end of the value creation chain. Our wealth of experience ensures transactions are completed flawlessly.

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© 2020 by Wellington Capital Advisory.