ANTXL Operating Partners

OPERATING PARTNER TO INVESTORS AND MANAGEMENT TEAMS

Challenges For Investors

Need to complement deal sourcing selection, negotiation capabilities… With Operating Capabilities
Due Diligence only provides insights on the past. Need to shift focus to Operational Excellence for real Value Creation
Inability to get timely and accurate business intelligence to monitor and support performance
Portfolio companies have needs and expectations beyond capital
CLEAR NEED FOR OPERATING PARTNER TO INTEGRATE WITH INVESTORS IN THE DEAL LIFE CYCLE

The Deal life Cycle

ORIGINATION

  • Target search Identification
  • Add-on strategy
  • Sectorial expertise
  • Cold calling, Benchmarking
  • Research & Business case

TRANSACTION SUPPORT

  • Diligence & financial case
  • Negotiation
  • Data room
  • Valuation
  • Deal Structure & Capital
  • Structure optimization

GROWTH PHASE OPERATING PARTNER

  • Operational excellence
  • Business development & BD FP&A
  • Sharp analytics, Accurate Timely MIS
  • Corporate Governance & compliance
  • Back room efficiency & efficacy
  • Automation & Elimination of NVA
  • People, Process, Technology
  • Systems Audits & Tools
  • Cost excellence, Supply chain
  • Cash flow planning & optimization

TRANSACTION SUPPORT

  • Diligence & financial case
  • Negotiation
  • Data room
  • Valuation
  • Deal Structure & Capital – Structure optimization

EXIT

  • Buyer identification
  • Negotiation
  • Data room
  • Valuation
  • Deal Structure & Capital Structure optimization

Challenges For Management Teams

Inability of portfolio companies to strategize, plan & execute well
Success & value creation dependent on operational execution, margins & scale
Individual Companies Often Not Large Enough To Afford Senior High Caliber Management
Limited CXO Focus / Bandwidth. Multiple Priorities/Lack of Capital for Growth
Stagnating Sales, Margins/Cash at risk, Recurrent target miss
Reacting Too Little Too Late - Not able to monitor delays or cost overruns in key initiatives. Overlooking early warning signs of risks in remote sites, ongoing business transactions
External providers typically provide only recommendations but if not executed well, limits the benefit

Value Creation Levers

  • 01

    Expand to New Markets, Find JV Partners, Acquisitions, Operational Integration

  • 02

    Risk Monitoring & Mitigation

  • 03

    Organization Excellence, Performance Management

  • 04

    Planning, Forecasting, Financial Clarity MIS & Dash-boarding

  • 05

    Go to Market Strategy and Execution, Commercial Excellence, Drive Growth

  • 06

    Supply Chain Optimization, Asset Mgmt & Cost Reduction

  • 07

    Lean, Six Sigma Tools

  • 08

    IT Diagnostic, Rationalize & Optimize Legacy Systems

VALUE CREATION
  • Higher Multiples
  • Liquidity
  • Easier Exits
  • Market Value