PwC rated as Vanguard Leader in Balance Sheet Strategy & Investor Relations
PwC was announced as a Leader in ‘Balance Sheet Strategy & Investor Relations Consulting 2019’by ALM Intelligence, a company that assesses consulting firms in defined markets on the basis of their breadth and depth of service capabilities and ability to deploy those across highly-complex client requirements.
According to the report, “Consulting to balance sheet strategy continues to rise in importance as a variety of factors converge, challenging traditional organizational models and capital structures. Persistently strong M&A markets are providing much of the lift, as indeed most balance sheet strategy-related consulting happens within the context of an organizational event: a transaction, a restructuring, or a regulatory event. Record deal valuations, paired with fewer quality assets available, make deals more complex (and expensive), which in turn drives deeper contemplation of the resulting entities’ financial and structural viability, and sustainability.”
“On the investor relations side of balance sheet strategy consulting, the focus has shifted from the block-and-tackle investor relations (e.g., setting up call centers and reporting mechanisms) of a few years ago to a broader, more strategic approach to stakeholder communications.”
Commenting on the leader status and PwC’s strengths, ALM states that “PwC’s multidimensional approach to balance sheet strategy across growth strategy, business optimization strategy and capital strategy, coupled with effective utilization of digital technology, brings an unusual level of clarity and transparency for clients to balance sheet strategy, underlined by its BXT method.”
On PwC’s strengths, Tomek Jankowski, author of the report, says that: “PwC has moved from a more performance-driven approach in balance sheet strategy to one of growth empowerment. As part of what it calls its platform strategy, PwC’s approach to balance sheet strategy is three-pronged: growth strategy, business optimization strategy, and capital strategy. The key focus lays in increasing cash flow from operations, improving financing structure, increasing asset efficiency, and optimizing capital structure.”
Jankowski goes on to say that “PwC also takes into account the human capital dimension to balance sheet strategy and capital structure, with considerable change management capabilities. Although most balance sheet strategy projects are event-driven, the Big Four nevertheless have been fairly weak in addressing shareholder activism, but PwC does have important services around strategic communications for key stakeholders spanning managers, employees, regulators, shareholders and the community.”
ALM Intelligence names PwC as Best in Class for ‘Management System’. They state: “Particularly with its development of its BXT method in recent years, PwC has strengthened an already strong offering in GRC and risk assurance, helping clients develop the most effective risk and governance framework for their balance sheet strategy.”
Eric Cohen, Finance Partner, PwC, said: “We are delighted to be named a leader by ALM Intelligence. We help our clients by offering simple, scalable solutions that are business led, sustainable and focused on driving impactful outcomes. We work with our clients to provide frameworks that allow them to be autonomous but are always on hand for advice, additional insights and strategic input to help them create and implement strategies to outpace their competitors.”
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