Driving Enterprise Value by Engaging China Growth


We do Strategy. 

We do Supply Chain.

We do Demand Chain. 

We do Deals.




"There are hundreds of
consultants and advisers in China,
but you guys really think like we do. 
You know it is all about enterprise value."
 
Not sure where to start?  China  "too big to eat?"  Ask us how our 100-day China Project can work for you. 


Four Core Disciplines


We use a rigorous, process-driven approach for the Strategy, Sourcing, Marketing and Transaction disciplines.  We identify areas of risk and opportunity in all four of these.  We work with you to ensure that planning and execution for each of the Four Core Disciplines is aligned to drive enterprise value for you. 

We are persistent and relentless in applying these processes to enable you to achieve the competitive advantage you need to succeed in China today.

Strategy Development and Execution

Market and Competitive Analysis
    "Is there a market niche for our product in China? Do we focus on the Coast or go west to the Tier 2 and 3 cities?"
    "What is the domestic competition like?  What do we need to be prepared for?"

Identification and Execution of Opportunities
    "China has to be a bigger part of our business.  What are the options for us?"
    "Our team is committed to our China plan, but we need more support on the ground."

Quarterly Review of Portfolio Companies
    "We need a regular independent assessment on our portfolio's progress in China."
    "Our LPs are asking about the China impact on our investments.  I need to know."

Sourcing and Supply Chain Improvement

Benchmarking Supply Chain Performance and Risk
    "Ten companies in our portfolio source more than 50% of their COGS from China. Which one is executing best in
     class, and where do I have exposure that I'm not seeing today?"

Improving Performance of Global Supply Chain Operations
    "The labor cost increase in China is killing us.  We need to expand, but we're not sure whether to stay put and
     stick it out, go to western China with all the new incentives, or frankly expand elsewhere."
    "We have good relations with our China suppliers, but we still get surprised, and we need to know
     where to focus our efforts to improve quality and reduce cost further."

Marketing and Demand Chain Improvement

Entering China
    "We are exporting to Canada and Mexico, but haven't figured out the China market."
    "We are sourcing product and components in China, but aren't selling in China.  Should we, could we?"

Expanding in China
    "We've been using an agent in China, but we want a partner that is more aligned and committed to our success."
    "We have a China WOFE but it hasn't ever really gotten off the ground.  We need to do something!"

Transaction Development and Execution

Identifying Transaction Opportunities and Targets
    "The company operating guys are heads down executing.  We need help to identify possible China buyers and
     filter it down to the top three prospective Chinese strategic acquirers of our company."

Developing Relationship
    "We're busy and can't get to China every month, but we know we need to invest time to build the
     connection that will pay off in two years.  Can you partner with us and be our team on the ground?"

Transaction Structuring, Diligence, Negotiation and Execution
    "We know how to get deals done in the US, but we need to team with people like you in China."

Post-Closing Integration, Monitoring and Management
    "How are we going to make sure we get the benefits that we've built into our deal model."