Lead Sell Side Advisor to MNC Bank in Indonesia
Post strategic review, a Global Bank’s business based in Indonesia was evaluating strategic options for a Portfolio Divestment.
Arete created and executed a divestment strategy to achieve the best value realization for the client.
Strategy required alignment of business, processes, technology and business verticals.
Approach & Key Challenges
Challenges
- Client alignment mismatches on operational processes, technology, underwriting and collections
- Limited involvement of management
Strategy Formation
◦ Portfolio Deep Dive
◦ Strategic Options Presented
◦ Strategy Development for Divestment
◦ Strategy Implementation Plan
Preparatory
◦ Project Management
◦ IM information & RII interface
◦ Financial Projections
◦ Transaction strategy
◦ Management & Q&A
◦ VDR index review & document upload
Data Room
◦ Data room set up
◦ Management preparation
◦ Anticipate Q & A
Due Diligence
◦ VDR access control
◦ Q & A management
◦ Bid Evaluation