+Strategy
It all starts here. Our approach begins with a thoughtful step back, as we work hand-in-hand with clients to reflect on the big picture. No effort spared.
We start by developing a clear understanding of shareholders' and management's objectives and motivations. From there, we thoroughly explore the business from the inside out, layer by layer, to develop a comprehensive understanding of its unique dynamics.
With this foundation in place, our team crafts bespoke strategic pathways, considering all possible avenues to achieve business objectives. We explore a wide range of options, carefully evaluating whether a transaction truly aligns with the goals at hand. If a deal is the right move, we consider various structures, always with an eye towards how they can help realise the aspirations of shareholders, management, and the business itself.
Why do we go beyond the traditional corporate finance model?
We believe relying solely on conventional corporate advisory can leave untapped value on the table. We recognise the relentless effort and dedication our clients have invested in their businesses, and our team spares no effort in exploring every possible avenue to help them realise the best possible outcome achievable in the prevailing market conditions.
First principles thinking
Breaking down matters to their core elements, questioning assumptions, and rebuilding from the ground up.
Multidisciplinary approach
Combining transactional expertise with insights from consulting, tech, sales, and marketing for holistic guidance.
Operator's perspective
Having run businesses, our senior deal team understands the real-world challenges of operating a business.
Execution focused
Crafting actionable strategies, not just theory. Working closely with clients to navigate the path to results.
From growth to exits: Strategic advice through pivotal junctures
Businesses often find themselves at critical junctures, whether contemplating the next stage of growth, considering an exit, or navigating the complexities in between. At Caldera Capital, we partner with clients to work through the essential strategic questions that arise during these pivotal moments. Our team provides the clarity and guidance needed to unlock maximum value at every stage of the journey.
A continuous, evolving partnership
At Caldera Capital, we guide clients through the ever-evolving strategic lifecycle of their business. Our continuous partnership delivers value at every stage, from deal execution to ongoing strategic direction. With unwavering support and expert guidance, we empower clients to navigate complexities, seize opportunities, and unlock their full potential.
Stakeholder alignment
We begin by engaging with core stakeholders, including management and shareholders, to develop a clear understanding of their objectives and motivations. This crucial step ensures that all stakeholders are aligned around a shared vision for the future of the business.
Understanding the business
We thoroughly explore the business from the inside out, examining its value proposition, competitive advantages, and growth potential. By analysing key facets such as the product/service offering, technology stack, go-to-market strategy, and financial Position, we gain a comprehensive understanding of the business's unique dynamics and identify opportunities for strategic optimisation.
Internal strategic exploration (Organic)
We dive deep into the internal workings of the business, examining what needs to be optimised and activated within the business to achieve strategic objectives. This may include enhancing operational efficiency, developing new products or services, or realigning resources to support the chosen strategic path, whether it involves growth, exit planning, or other value-creation initiatives.
External strategic opportunities (Inorganic)
Simultaneously, we explore potential external opportunities that can contribute to achieving the business's objectives. This involves identifying strategic partnerships, M&A opportunities, or other external levers that can unlock value, provide access to new markets, or facilitate a successful exit, depending on the specific goals of the business and stakeholders.
Strategic option development
With a thorough understanding of the internal and external opportunities, we work closely with clients to develop a comprehensive set of strategic options. Our team assesses the viability and potential impact of each pathway, considering various scenarios and market dynamics. Through this process, we determine the most promising strategic directions that align with stakeholder objectives and position the business for success.
Charting the path and acceleration
With a clear understanding of the most promising strategic options, we work hand-in-hand with clients to craft a comprehensive action plan. This roadmap includes both organic and inorganic initiatives, such as optimising internal operations, pursuing strategic partnerships, or executing M&A transactions. Our team provides expert guidance and support throughout the implementation process, ensuring seamless execution and adaptability to evolving market conditions.
As the strategic direction materialises, we continuously assess the viability and potential of each pathway. If the chosen path involves further growth and expansion, we dive deeper into the specific strategies and initiatives required to achieve those objectives. Our +Grow page provides a detailed exploration of how we help clients unlock new opportunities, enter new markets, and scale their businesses for long-term success.
On the other hand, if an exit strategy emerges as the optimal route, we shift our focus to the specific transaction planning and execution. Our +Exit page offers a comprehensive overview of how we guide clients through every stage of the exit process, from preparing the business for sale to negotiating the best possible terms and successfully closing the deal.
Throughout the journey, we act as a trusted partner and advisor, offering ongoing strategic advice and support to help clients navigate complex decisions and unlock the full potential of their chosen path, be it a +Grow scenario or an +Exit opportunity.
Bespoke engagement approach
Our team understands that each business is unique, with their own set of challenges, goals, and opportunities. The firm's bespoke engagement approach, led by experienced directors, is meticulously structured to deliver high-value solutions that address the specific needs of each business we work with.
Prepare and execute a specific deal
We ensure optimised deal preparation and expert execution, guiding our clients to the best possible outcomes.
Year-round advice and deal execution
Working hand-in-hand year round, from strategy to planning and executing the optimal deal at the right timing.
Strategic growth advisory and execution
Ongoing support in crafting and implementing comprehensive strategies for sustainable, long-term growth.
Advisory board guidance without execution
Ongoing strategic advice and support as a trusted advisory partner, without direct involvement in deal execution.
We're here to help
At Caldera Capital, we respect and value every enquiry we receive. We will do our best to assist you or, at the very least, guide you in the right direction.
