Case Studies

Corporate Strategy

Rebuilding a portfolio around two businesses that could compound.

A founder-led industrial group with eleven operating units had grown by acquisition for two decades. Revenue was flat, returns were diluted and the board could not articulate which businesses deserved capital.

Service
Corporate Strategy
Sector
Industrial Group
Engagement
14 weeks

The Problem

What stood in the way.

  • Eleven units competed for the same balance sheet with no shared measure of merit.
  • Group-level margin masked three businesses earning below their cost of capital.
  • Succession planning had stalled because no one agreed on the shape of the future group.

Our Approach

How we worked.

  1. 01

    Rebuilt unit-level economics on a common invested-capital basis, stripping out group allocations.

  2. 02

    Tested each business against structural demand, competitive position and reinvestment runway.

  3. 03

    Ran a board series to convert the analysis into a portfolio decision rather than a debate.

Outcomes

What the work produced.

2
core platforms retained
+410bps
group operating margin
18 months
to full portfolio reset

Three units were divested and two were merged. Capital concentrated behind the two platforms with genuine reinvestment runway, and the board adopted a standing allocation framework that survived the founder's transition.