Portfolio Strategy

Developing a strategic approach to managing a diverse portfolio of businesses or products can be fraught with risk, especially in aligning them with overarching corporate objectives while ensuring each entity's individual growth.

Covelent’s Corporate Portfolio Strategy service is intricately designed to optimise and rationalise business unit portfolios. Our approach addresses key questions about the health and role of each business within the portfolio, identifying "cash machines," and understanding the overall logic and strategic priorities. We focus on shaping and aligning the portfolio in a way that maximises overall value and growth potential.

What We Do

Our Corporate Portfolio Strategy includes:

  • Health Assessment of Business Units: Conducting an in-depth analysis to identify which businesses are underperforming and which are the key revenue generators. This helps in understanding the current state and potential of each business within the portfolio.
  • Developing Portfolio Logic: Establishing a clear and coherent logic for the portfolio, aligning it with the company’s overarching strategic objectives. This involves understanding how different businesses complement each other and contribute to the overall corporate strategy.
  • Defining Roles and Priorities: Determining the specific roles and strategic priorities for each business unit within the portfolio. This includes identifying areas for growth, potential divestments, and investments.

Addressing Key Business Issues

Our service is essential in various scenarios:

  • Revitalising Core Businesses: Particularly useful when a historically healthy core business is in decline, providing strategies for revitalisation or restructuring.
  • Stimulating Growth: Addressing lack of growth within the portfolio by identifying new opportunities or realigning existing businesses.
  • Clarifying Portfolio Structure: Useful in situations where the logic of the portfolio is unclear or needs redefinition.
  • Navigating Leadership Transitions: Providing strategic guidance during changes in leadership, ensuring continuity and alignment with the new vision.

Our Expertise

Our team, composed of strategists and industry experts, brings a comprehensive understanding of market dynamics, business lifecycles, and strategic planning. This expertise allows us to offer nuanced and impactful portfolio strategies.

Recent examples of our work

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