Copper OakOur services at a glance

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Copper Oak: all you need

• Transactions

• Valuation

• Modelling

• Management Package

Corporate Finance

• Dedicated environment

• Buy-in from the team

• Getting strategy implemented

Fast Solution Incubator

• Corporate Development

• Strategic Advisory

• Family Business & Entrepreneur’s Advisory

Corporate Advisory

• Change Management

• Optimisation of processes

Transformation Management

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Corporate Finance

Red flag review (fast forwardunderstanding of key challenges withregards to a potential acquisition,disposal, project or strategic alliance/JV)

100-day plan-/post- merger integration(seamless & detailed planning andimplementation to maximise a successfulintegration whilst limiting businessdisruptions)

Financial restructuring (finding theoptimal solution to financial andoperational challenges and improveperformance)

Financial engineering (structuring ofcomplex transactions to maximiseshareholder and stakeholder value withindebt and/or equity transactions)Business,IP and company valuation also in thecontext of portfolio reviews

We support your organisation from target screening till the acquisition in optimising the financial models in order to increase your ROI.

Transactions

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Corporate Finance

Business, IP and company valuation also in thecontext of portfolio reviews

Valuation in the context of share transfersbetween families or between groups withdifferent shareholder structures

We support your organisation from target screening till the acquisition in optimising the financial models in order to increase your ROI.

Valuation

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Corporate Finance

Financial projections & impact analysis ofalternative transaction structures, e.g.: forPublic-Private Partnership

Structuring of the optimal managementdeal, including selection of the best equitypartner

Negotiation of the management package

We create bespoke mathematicalmodels designed to represent (a simplifiedversion of) the performance of a financialasset or portfolio of a business, project, orany other investment. These modelscombined with the right managementpackage will lead your project to theoptimal ROI.

Modelling & Management Package

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Corporate Advisory

We provide bespoke classical strategic and tactical advice and unparalleled execution to public and privatecompanies and financial sponsors, which also means advising not to pursue a transaction when it does notenhance your strategic objectives.

Corporate Development & Strategic Advisory

Preliminary assessment, valuation &negotiation of selected acquisitiontargets, disposals, projects and strategicalliances/JVs

Financial modelling of an acquisitiontarget, disposal, project or strategicalliance/JV’s impact on clients’companies

Analysis of business portfolios andpro-active preparation of businessesfor potential strategic actions

Value creation for private equityportfolio company

Equity story and exit valueoptimisation

Strategic review and options’ assessment(including acquisitions, disposals, mergers,joint ventures, partnerships, options forcapital raising)

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Corporate Advisory

For family-owned companies to sustain dynamic progress across generations, they need to manage theinherent conflict between family and business on a consistent basis. Copper Oak accompany Entrepreneursand their family on their way to a sustainable cross-generational business strategy.

Family Businesses & Entrepreneurs’ Advisory

Leadership, succession, and governance across generations (family and non-family CXO succession; business and family governance advisory)

Advisory in negotiation with external investors and/or business partners while protecting the family’s interests

Advisory in implementing the optimal platform to accommodate future growth or family transition or succession

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Transformation Management

Transform “participants-

observers” into actors

Set clearly defined KPI’s

(employee satisfaction,

working capital)

Design processes and

support managers to

deliver

Analysis of the processes RtR, OtC, PtP, HtR,

PtPr

Create cultural change

Coaching and workshops for individuals and

teams

Identification of synergies

Communicate on

achievementsto boards and stakeholders

Cultural awareness trainings

People make your organizationmore effective on the market.Copper Oak leads you throughthe rules of change managementfor a sustainable implementationof new processes and monitoringof the synergies achieved.

Change Management & Optimisation of

processes

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Fast Solution Incubator

FSI makes all the stakeholders

work in “closed-doors” session

2 days in a dedicated

environment

All stakeholders with targets

1 coordination

team

a solution developed

and accepted by all

participants

FSI: Fast Solution Incubator

Working with Country Heads can become achallenge when you face a multicultural audience.Copper Oak offers an opportunity to work with allyour stakeholders in “closed-doors” session overtwo days in order to shortcut the acceptanceprocess and the change management curve.

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Why Copper Oak ?

Your benefit

• Small flexible structure dedicated to your needs

• High quality delivery• Discretion guaranteed• Specialised in commercial projects with more

than 20 years experienced managers• Ability to manage projects in English, German

and French• Ability to act worldwide thanks multicultural

awareness• Located in Germany and in the UK

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Our team

Gilles Roux Grégoire Dusausoy

Copper Oak GmbH & Co. KGThe Squaire 1260549 Frankfurt am MainGermany

www.copper-oak.com

Copper Oak UK Ltd.117 PiccadillyLondon W1J 7JUUnited Kingdom

www.copper-oak.com