Strategy & Management Advisory

Overview

Our proprietary research, customized frameworks and data-driven approach is used throughout our engagements, enabling C-level executives and private equity professionals to grow companies and make the right investment and strategic decisions.

As a business grows, it is critical to have a forward-looking plan to achieve continued success.

A deep dive analysis of your market, competitive landscape, go-to-market approach, and operations will point your business in a direction for ongoing growth.  Our strategy and management consultants, with diverse real-world experience, implement a data-driven approach to guide our clients to actionable outcomes.  We work closely with company leaders to identify their toughest challenges and greatest opportunities.  Our goal is to provide thoughtful frameworks to make informed decisions that drive revenue growth and profit improvement.

For private equity funds and independent sponsors, we provide a customized market and commercial due diligence service we call “Quality of Strategy.” We specialize in focusing on the key questions that investment committees and financing partners have, enabling them to make the best decisions.  We have developed primary research methods that not only determine the true market dynamics and the target company’s positioning within it, but seek to provide actionable “Day 1” growth plans and risk mitigation activities.

We strive to be a true partner to you, and, as such, we believe in working closely and creatively with you to provide practical and innovative direction to meet your business goals.

Our services include:

• Quality of Strategy™ (commercial and market due diligence)
• Organic growth strategy development
• Voice of customer research (VOC)
• Customer experience, customer segmentation, marketing effectiveness
• Acquisition strategy development and target company identification
• Market entry strategy development
• Profitability analysis and pricing optimization
• Secret shopper and consumer survey research
• 100-day plan development and execution support
• Deep-dive competitive analysis
• Critical priority identification and implementation
• Operational efficiency analysis and improvement
• Supplier consolidation and cost reduction

Overview

There is a growing demand from senior executives for their boards to provide judgment and wisdom on how to “do things better,” taking advantage of global and technological opportunities while avoiding traps and ensuring growth and sustainability.

At Visi Capital Indonesia, we welcome this higher level of scrutiny and stand ready to work with you as partners in building the best boards of directors possible. Our experience goes well beyond executive search to build on how board directors can have the greatest impact, both individually and collectively.

We take particular pride in our deep experience helping boards of directors’ source and develop leadership talent, both on the board and in CEO succession projects. We are able to identify, assess, and develop director candidates all over the world. The collective expertise of our consultants — all of whom had significant careers in business before coming to our firm — allows us to better understand and anticipate your talent requirements in this area. Our wide reach also enables us to be creative when it comes to talent solutions; you can expect to meet candidates who don’t show up in traditional databases and who bring diversity of all kinds.

Our board work has three main components. With each of them, we leverage our unique global reach and equal partnership compensation model to make sure that everything we do has a singular focus: bringing better leadership to the boardroom. We invite you to experience true partnership as you build a more effective board.

Overview

With their long-term vision and high capacity to create employment, family businesses are a major growth driver in most national economies and make unique contributions to society in general.

Despite their inherent strengths and global economic significance, family-owned companies face unique vulnerabilities. Potential sources of discord among family members loom around every corner: generational transitions, major investment decisions, appropriation of profits, leadership appointments. After all, why should entrepreneurial families be less quarrelsome than any other group of relatives? The consequences of their disputes, however, can be more serious and far-reaching. Conflict is, perhaps, the greatest destroyer of value in family firms.

For family-owned companies to sustain dynamic progress across generations, they need to manage the inherent conflict between family and business on a consistent basis. Finding an equilibrium that leverages the best aspects of both family and business is difficult, but if done well, offers handsome rewards. This is the art of family business management.

Visi Capital Indonesia’s Family Business Advisory assists families, owners, and managers in navigating the challenges of leadership, succession, and governance across generations. Based on decades of experience serving many of the world’s finest family companies, we know that the critical first step in this journey is to build alignment among family members around the family’s philosophy and approach to business and ownership. With this in mind, our Family Business Advisors work closely with family members and owners to create an environment conducive to driving the best people decisions in their specific context.

Business and Family Governance Consulting

It is important to articulate a governance framework that separates business from ownership and defines a clear process for families and owners to resolve family and business issues. This could take the form of Family Councils, Owners’ Councils, Advisory Boards, etc. Our Family Business Advisors bring global knowledge and experience to help you craft the appropriate governance frameworks and define the remit of these bodies. Based on a clear assessment of the strategy and the ownership structure, we proactively assist our clients in the competency-based selection of independent directors and advisors to bring these governance mechanisms to life. For many of our family business clients, we also periodically review the effectiveness of these governance bodies.

Founder and Next Generation Transitions

Founder transition is an emotional and challenging issue that faces every family business at some time. Each generational transition is an opportunity to reflect on the future strategy and the ownership and management structure. Preparing for this transition in advance is critical to the continued success of the business. This process needs to be thoughtfully planned rather than managed only as an eventuality. We assist family companies in planning for transition by obtaining an accurate picture of existing family talents and their motivations, benchmarking them against the best available internal and external resources (especially in the critical phase of founder transition), and analysing their potential, using a unique methodology, in the context of the future strategy of the business and the vision of the family.

Ensuring objectivity and meritocracy in appointments is vital to the long-term success of a family business. We are frequently asked by our clients to evaluate and assess next generation family leaders with the objective of identifying fitting roles for the family members and to develop plans for grooming these individuals to fully realize their potential.

Family and Non-Family CXO Succession

Succession is one of the biggest inflection points in a family business. Getting it right is critical. Therefore, succession needs to be planned well in advance and the process needs to be executed thoroughly. Visi Capital Indonesia works with the key stakeholders to prepare a succession process that encompasses both internal and external candidates, building alignment across generations and ensuring that the role and responsibilities are clearly articulated and understood. In all these decisions it is important that there is a good fit between family values and culture and the individual’s value systems. For many family firms, recruiting top executives from outside the family represents a major challenge. At the start of such assignments, we ensure all stakeholders are aligned regarding the expectations and profile of the senior executive to be attracted. By drawing up value- and competency-based CXO position profiles, Visi Capital Indonesia helps your family company identify and evaluate relevant internal and external, family and non-family candidates.

Independent of the candidate being a family or non-family member, the integration during the first six months is vital for receiving the expected value and impact. In respect to this particular phase, we provide an Accelerated Integration service which helps the new family or non-family candidate to fill out the position successfully and achieve the expected performance. In respect to non-family CXOs it is even more crucial to gain the trust of the family and to adapt to their working style.

Assured Results

We pride ourselves on the fact that most of our client relationships are long-term. We earn your loyalty by being energetically responsive to your needs and tenaciously committed to the legacy and ongoing success of your family business. We perceive ourselves as an equal, global partnership. Our values and philosophy are very similar to family firms and we are uniquely qualified to understand the dynamics and challenges particularly in respect to governance and succession issues of family business environments. Our goal across all our services is to help you make better people decisions for critical roles, systematically increase your leaders’ readiness to take on bigger challenges, build a sustainable talent pipeline, and ensure that your family business has the diverse strengths required to sustain competitive advantage.

Overview

Anticipating the needs of private equity firms and their portfolio companies has always been a Visi Capital Indonesia priority. We combine extensive industry knowledge and operational experience to provide comprehensive services for the strategic, financial and growth needs of our clients.

The private equity sector is experiencing unprecedented fund inflows and investment activity. Given our long-standing focus in this area, Visi Capital Indonesia is uniquely equipped to help firms address the growing related demands. We have been the partner most often trusted by private equity firms looking to expand from their home base to new geographies — whether starting from Europe, the United States, Asia, or elsewhere.

In recent years, we have seen increasing cases of foreign firms setting up shop in the United States, existing firms raising new and bigger funds deploying additional strategies (special situations, growth equity, and credit instruments, for instance). We have noted many limited partner organizations behaving more like general partners, developing their own investment capabilities. At the same time, the talent market has become more fluid than ever.

There are two distinct aspects to private equity talent sourcing. At the fund level, entities require top calibre leaders across a full suite of roles: investment professionals, operating partners, senior advisers, and functional leads such as human resources, investor relations, capital markets, CFOs, and COOs. At the portfolio level, C-suite and board positions across all industries are in high demand. For these highly regionalized businesses, we can draw upon our deep local and sector expertise across practices (Consumer, Health Care, Financial Services, Technology/Communications, Industrial) — all aligned with their PE counterparts.

These industry dynamics are ideally aligned with Visi Capital Indonesia’s One Firm model. Our geographic and sector breadth enable us to provide distinctive sponsor coverage across countries. Although other consulting firms may also offer a single point of contact to support multi-region projects, at Visi Capital Indonesia this structure is seamless and organic.

Despite significant financial incentives tying talent to existing shops, the rapid expansion of portfolios has fuelled an enticing market for young top performers. This places the onus on PE executive teams to manage their talent proactively and systematically, including leadership succession. This is another area in which Visi Capital Indonesia excels, honed through extensive experience across financial services verticals.

We welcome the opportunity to help private equity management teams experience true local partnership through

Develop, improve & grow with strategic advice.

With our years of experience, we understand the challenges or opportunities you may face. Join us on this journey to optimize and add massive value to your company and achieve the following:

Improved performance

We determine which areas of your company need attention and come up with customized solutions.

Better business control

Measure your company’s progress with our key metrics.

Reduced risk

We identify any financial risks and work together with you to decrease those risks.

Reduced costs

Save time and money with our help on budgeting and month-end reporting.

For growing start-up and established businesses.

We can conduct a review of your organisational structure and offer guidance on how to maximize the legal, ownership and other shareholder structures of your business. Our clients have agreed that this service is beneficial when they are considering expanding their business or making a strategic divestment.

We can work with you to:

• Provide advice on corporate reorganisation, including divisions, mergers and acquisitions, share transfers and transfer of business.
• Carry out due diligence checks and feasibility studies for schemes related to foreign capital investment
• Distinguish any failure to comply and provide guidance upon correcting those actions and reducing any risks
• Give advice on the restructuring of capital structures
• Examine internal business operations to maximize the company’s performance

Financial due diligence support:

• Ensure the quality and sustainability of a target company’s earnings
• Review historical sales and operating expense trend of the target company, including address key market drivers, sales strategy, customer relationship, also understanding whether the trends reflected in the financial statement are sustainable
• Obtain information of target company’s historical working capital needs
• Analyse the target company’s forecast and document the key assumption used to enable the investor to have feasibility of that forecast
• Qualitative observation on the company’s internal control structure, management & accounting team including accounting information system used to prepare the financial statement

Early-stage entrepreneurs & business professionals.

If you have developed a great business idea and are ready to start, or you have been already in business for a short while, we can help you mitigate start-up related failure risks and steer you towards forming the right foundations and fuelling growth. We can work with you to:

• Provide guidance on suitable entities to set up in Indonesia
• Set up an e-commerce business
• Alleviate start-up related risks
• Carry out market research
• Develop a business plan
• Deal with organisational and functional performance