Strategy and Valuation

Insight that informs decisive action

We combine deep sector research with rigorous analytics to help leaders evaluate investments, portfolio strategy and capital allocation.

Advisory focus

Grounded analysis for pivotal questions

Our teams synthesize market intelligence, financial modelling and stakeholder insights to support board-level decisions.

Market perspective

Proprietary industry theses and competitive benchmarking to identify growth avenues and risks.

Financial analytics

Integrated operating models, scenario analysis and valuation frameworks aligned with strategic options.

Decision support

Board-ready materials outlining trade-offs, sensitivities and recommended paths forward.

Service areas

How we engage

We tailor our approach to the strategic challenge at hand.

Corporate strategy

  • Portfolio evaluation, incubation strategy and capital allocation frameworks.
  • Market entry, partnership and expansion assessments.
  • Scenario analysis for macro, regulatory and technology shifts.

Valuation & fairness

  • Independent valuations for transactions, fairness opinions and dispute support.
  • Synergy assessment, stand-alone plans and sensitivity testing.
  • Capital structure and cost of capital analysis.
Recent engagements

Impact in action

Portfolio review

Advised a diversified industrial group on business unit strategy, leading to a divestiture program and reinvestment plan.

Digital expansion thesis

Developed TAM analysis, unit economics and valuation scenarios for a financial services firm entering embedded finance.

Fairness opinion

Delivered independent valuation analysis for a board evaluating a take-private proposal from financial sponsors.

Bring clarity to critical decisions

Engage our strategy and valuation team to pressure test your next move.

Connect with Equaryon