Independent capital investment plan review

Providing independent rigour for investment plans, so you know where success lies.

Sometimes its good to have a second opinion. Temple undertakes independent reviews of proposed investments for boards, banks and management teams. These reviews can take several forms:

Examples of how we’ve worked with clients in this area:

New York, USA Private Equity Fund

Due diligence review for US$450m company

Engaged by US fund to review a client’s growth strategy prior to committing debt funding. Work included assessment of global growth strategy, review of historical financials and creation of forward-looking scenarios around key risks by geography.

New Zealand Corporate

Diagnostic and Performance Improvement

Engaged by the Managing Directors of two business units to assess, critique and quantify improvement opportunities. Included in the role was identification of critical metrics (value driver trees), technical assessment of machine constraints and development and oversight of improvement programmes.

Identified performance improvement opportunities of over US$ 5 million (representing 150% of EBIT). 
Undertook quantitative analysis of a complex, multilevel discounting and pricing structure to identify improvement opportunities in a retail chain for the CEO. The engagement led to recommendations on customer and product pricing management and a subsequent doubling of profit inside twelve months.