Due Diligence

Your due diligence is probably wrong

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Decreased uncertainty, improved decisions

Global Advisors is a leader in defining quantified strategies, decreasing uncertainty, improving decisions and achieving measureable results.

We specialise in providing highly-analytical data-driven recommendations in the face of significant uncertainty.

We utilise advanced predictive analytics to build robust strategies and enable our clients to make calculated decisions.

We support implementation of adaptive capability and capacity.

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Thoughts

Global Advisors’ Thoughts: So you think you’re self-aware?

Global Advisors’ Thoughts: So you think you’re self-aware?

So you think you’re self-aware?

By Marc Wilson

So you think you’re self-aware? 95% of people believe themselves to be self-aware. Recent research shows that just 10 to 15% of people are (Eurich, T – “Insight” – Crown Business – 2017).

Self-awareness may be the most elusive and challenging skill we attempt to gain. It is a foundation for authentic leadership, it is required to be empathetic, it helps us conquer our insecurities, it is critical for robust, true friendship and love. Without it, we can never be sure that we will achieve happiness. Without self-awareness success will be ill-defined. Also, we will never be sure if how we act and react to others is real or merely a result of our attempts to craft our image to meet our own or others’ desires – or in order to avoid being what we fear.

For many of us, there are people around us who have a better understanding of us than we do ourselves. We delude ourselves based on what we want to be or don’t want to be. It is also a sad reality that our true self….

Read more at
http://www.globaladvisors.biz/thoughts/20170724/so-you-think-youre-self-aware

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Strategy Tools

Your due diligence is most likely wrong

Your due diligence is most likely wrong

As many as 70 – 90% of deals fail to create value for acquirers. The majority of these deals were the subject of commercial or strategic due diligences (DDs). Many DDs are rubber stamps – designed to motivate an investment to shareholders. Yet the requirements for a value-adding DD go beyond this.

Strategic due diligence must test investees against uncertainty via a variety of methods that include scenarios, probabilised forecasts and stress tests to ensure that investees are value accretive.

Firms that invest during downturns outperform those who don’t. DDs undertaken during downturns have a particularly difficult task – how to assess the future prospects of an investee when the future is so uncertain.

There is clearly an integrated approach to successful due diligence – despite the challenges posed by uncertainty.

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Fast Facts

Staples of bread and meat dominate consumer expenditure on food in South Africa

Staples of bread and meat dominate consumer expenditure on food in South Africa

Staples of bread and meat dominate consumer expenditure on food in South Africa

Expenditure on food, beverage and tobacco accounted for 13,9% of total consumption expenditure in South Africa

There are significant differences between population groups and their expenditure on food as a percent of total expenditure:

  • Black African households spend 19,9%
  • Coloured households spend 18,6%
  • Indian/Asian households spend 7,4%
  • White households spend 7,2%

Bread, buns and rolls are the primary driver of traffic for food retailers

Although the percentage of total consumption differs amongst population groups and amongst income deciles, the staples in the consumer basket remain consistent

Consumer goods producers might benefit from focusing on staples and providing a range of products that meet the taste and budget for each population and income group

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Selected News

Quote: Arthur Mensch

Quote: Arthur Mensch

“Generally, the kind of work that we will do in three to five years should be more rewarding than the kind of work we’re doing today.”

Arthur Mensch
Mistral CEO

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