Optimum Advisory

Boutique advisory providing pre-deal due diligence and post-deal value creation services to investors in the South African market.

Service Offering

Introduction to Services

Boutique advisory providing pre-deal due diligence and post-deal value creation services to investors in the South African market.

Pre-deal
  • We specialise in delivering an integrated operational and technology due diligence report for investors
  • Our mature, tried-and-tested product has been used to inform some of the largest European private equity funds on potential investments
  • Developing a robust understanding of the operating model, cost base and technology landscape pre-deal can enable funds to better understand value creation potential and craft a clear narrative for investment committees
  • The integrated due diligence report provides a view on:
    • Operating model & key business processes
    • Historic cost trends
    • Operational benchmarking vs peers
    • Technology architecture / platform
    • Technology roadmap & strategy
    • Scalability & operating leverage
    • Value creation potential
Post deal
  • In addition to pre-deal due diligence, we support private equity investors with post-deal value creation services
  • We work directly with Management teams on behalf of the fund to drive forward the value creation plan
  • We take a hands-on, practical approach prioritising value, execution and results in line with the private equity mindset
  • Value creation services depend on the situation and understanding of your portfolio company, but common engagement types include:
    • Cost optimisation / margin improvement diagnostics
    • Operating model review
    • Technology transformation strategy & support
    • Data & analytics strategy
    • Execution support / programme management
    • Exit readiness

Differentiated Approach

Working exclusively for investors, we have a differentiated offering taking a more practical, hands-on approach vs traditional consultancies

Value & Outcome Focused

We understand private equity investors require tangible results. Both our pre and post deal offerings focus on delivering tangible value to both the top and bottom line.

Practical Operators

While strategy and future-thinking is important, we understand that value creation in a private equity context requires practical thinking to achieve real returns.

Speed of Execution

We understand the context of a private equity investment and act accordingly. Whether we are supporting you pre-deal in the lead up to an investment committee or post-deal prior to exit, we understand that speed and results are crucial.

Unique, Differentiated Product

Our operational and technology due diligence as well as post-deal investor-focused value creation services are unique in the South African market. We enable investors to make more informed investments decisions and subsequently execute on value creation strategies more effectively.

Contact us

Get in touch

We’d love to hear from you. Please fill out this form or email info@optimumadvisory.co.za.
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