Highlighted Case Studies
Valuation, Financial Modelling & Joint Venture Finance
Tags: commercial real estate • joint venture • valuation • financial modeling
Duration: 6 weeks
Overview
Analysis and review of deal flow for investors in commercial real estate.
Repsonsible for the following deliverables:
- DCF modelling
- Holding period matrix
- Scenario analysis
- Comparison analysis
- Preparation of presenation materials
- Risk analysis
Advisory on Greenfield Real Estate Development
Tags: real estate • greenfield • strategy
Duration: 8 weeks
Overview
RSI worked with a real estate developer to provide strategic advice on a greenfield real estate development in Europe.
Outsourced Chief Operations Officer for a Financial Buyer
Tags: acquisitions • infrastructure • transport • management • strategy
Duration: 9 months
Overview
RSI worked with a private equity firm pursuing a “Buy and Build” strategy in the transportation, warehousing & distribution and oil & energy industries.
Acting in the role of Chief Operations Officer, RSI was responsible for all aspects of internal operations, deal flow and implementation of the core strategy.
Our Responsibilities & Added Value
Responsibilities included:
- Implementation of buy-side strategy
- Objectives, Key Results (OKRs) - design, implementation & monitoring
- Advisory board - sourced & onboarded candidates
- Deal flow coordination
- Built custom online dealroom to manage deals
- Design-build of custom online dashboard analytics
- Pre-deal due diligence
- Owner & management meeting coordination
- Business process design and implementation
- Drip marketing campaigns (offline leads)
- Team management & coordination (three people)
- Stakeholder reporting
- Web design, social media & Search Engine Optimization (SEO)
- Marketing and presentation materials
Transformation Advisory to a Logistics Company
Tags: transformation • logistics • COVID-19
Duration: 4 weeks
Overview
RSI worked with a specialized logistics company in the Southern United States. We quickly assessed the financial health of the company and screened the operations (sales, marketing, scheduling, assets, fleet, contracts and people organization) to identify cost savings and areas of weakness.
Our Responsibilities & Added Value
Working remotely, our team analysed financial statements and gathered info from line managers & the business owner.
With our unique process we achieved the following results:
- Identified multiple inefficiencies in their sales and marketing process and outlined a turnaround plan
- Identified savings of $1.5 million dollars by replacing existing sales funnel & process with inhouse sales team
- Recommended to eliminate $45k/year direct spend on advertising budget due to inadequate returns
- Recommended discontinuing underperforming paint shop to reduce extra operating costs
- Identified 17% reduction in man-hours across several inefficient processes
Advisory for Mining Investors
Tags: advisory • restructuring • energy
Duration: 4 weeks
Overview
RSI was engaged by the minority shareholders of a lithium mining company in Australia to find a strategic buyer interested in making an acquisition or investment into the company.
Our Responsibilities & Added Value
We used our network and capabilities to launch a search campaign to find interested parties. Responsibilities included:
- Assessment of requirements and deal parameters
- Creation of investor persona (ideal targets/candidates)
- Investor outreach
- Drip marketing campaigns (offline leads)
- Stakeholder reporting
- Marketing and presentation materials
Joint Venture Founder & Manager for Greenfield Energy Asset EPCI Contract
Tags: energy • joint venture • strategy
Duration: 6 months
Overview
Sourced Joint Venture Partner and developer relationship to bid on the EPCI of a multi-million dollar energy asset. The JV was awarded the contract by a multi-national oil company.
Main Responsibilities
Led strategic analysis, technical proposal, transaction documentation and partner relationship.
Due Diligence for Wind Farm Investors
Tags: renewables • due diligence
Duration: 2 weeks
Overview
Comprehensive review of mission critical operations sanctioned by financial backers for a multi-million dollar offshore wind farm developement.