Below are selected case studies highlighting the various ways CKB has helped Clients set and achieve their goals. Please visit this webpage's sub-pages to see case studies grouped by expertise and experience.
Corporate Finance • Greater China M&A3 Strategy • Media & Marketing Communications Industry
CKB advised a U.S. media & marketing communications MNC on M&A3 (Mergers & Acquisitions, Alliances and Alternatives) strategy in Greater China. CKB’s role:
Corporate Finance • China M&A Research Study • Media & Marketing Communications Industry
CKB conducted the first ever in-depth analysis of actual valuations, growth expectations and transaction structures for M&A activity in China's marcoms industry by leading and rising domestic players and MNC agencies:
Feasibility Study • Commercial Air Purifying Technologies
CKB conducted a feasibility study of commercial air purification technologies for an Asia-based investment firm as part of the firm's investment to expand a US-based manufacturer of a disruptive, leading-edge air purification technology. CKB’s role:
Corporate Finance • China Shareholder Dispute Resolution
CKB advised a U.S. investment fund during a dispute it was having with the Chinese shareholders. CKB’s role:
Corporate Finance • China M&A
CKB advised a U.S. media & marketing communications MNC on M&A opportunities in China. CKB’s role:
Corporate Finance & Operations • Acting COO/CFO
CKB advised a Hong Kong-based startup which provides innovative energy-efficient cooling solutions to the telecom industry. CKB’s role:
Asia Pacific Strategy & Planning • Insurance Industry
CKB assisted a U.S. insurance MNC with their Asia Pacific strategy planning. CKB’s role:
Corporate Finance & Operations • Malaysia Divestiture
CKB advised a U.S. human resources & financial services consulting MNC to lead the divestiture of one of its businesses in Malaysia via a sale to local management. CKB’s role:
China Strategy • Media & Marketing Communications Industry
CKB, as the project leader in collaboration with external consultants, advised a U.S. media & marketing communications MNC to create a new China growth strategy. CKB’s role:
Economic Analysis • Healthcare & Infrastructure Opportunities • Asia Pacific
CKB advised a Dutch healthcare, lighting & consumer electronics MNC in several areas including:
Marketing Communications Improvement Program • Sports Industry
CKB advised one of the largest sports unions in Hong Kong, and host of the Hong Kong Rugby Sevens, one of the most widely recognized and anticipated annual sporting events in Asia, on ways to improve its PR and marketing communications. CKB’s role:
Market Assessment • China & Japan Golf Markets
CKB advised UK-based owners of classic British golf brand (once played by Sean Connery as James Bond in Goldfinger) on opportunities to expand into China & Japan. CKB’s role:
To learn more about what CKB can do for you, please contact Greg Kovacic in Hong Kong.
CKB advised a U.S. media & marketing communications MNC on M&A3 (Mergers & Acquisitions, Alliances and Alternatives) strategy in Greater China. CKB’s role:
- Analyze industry-specific trends and impact on strategy
- Craft Greater China go-to-market strategy
- Identify and recommend high-priority M&A target prospects to support the strategy
- Identify capability gaps to execute the strategy and recommend practical solutions
Corporate Finance • China M&A Research Study • Media & Marketing Communications Industry
CKB conducted the first ever in-depth analysis of actual valuations, growth expectations and transaction structures for M&A activity in China's marcoms industry by leading and rising domestic players and MNC agencies:
- Valuations: Actual valuation multiples for each transaction based on various financial measures such as net profit, operating profit and revenue
- Transaction Structure: Actual key terms and conditions for each transaction structure
- Future Projections: Actual future projections of various financial measures such as net profit, operating profit and revenue of the target company used by the acquiring company for each transaction
- Growth Expectations: Actual implied annual growth rates and CAGR for various financial measures such as net profit, operating profit and revenue of the target company used by the acquiring company for each transaction
- Margin Expectations: Actual latest year margins and future margin expectations for the target company used by the acquiring company for each transaction
- Currently 13 transactions covered in this analysis, with 11 since January 2010
Feasibility Study • Commercial Air Purifying Technologies
CKB conducted a feasibility study of commercial air purification technologies for an Asia-based investment firm as part of the firm's investment to expand a US-based manufacturer of a disruptive, leading-edge air purification technology. CKB’s role:
- Research commercial air purification technologies
- Assess and determine most applicable industry segments for international expansion into Asia
- Assist manufacturer's newly installed U.S.-based CEO with establishing and expanding Asia presence including distribution channels
Corporate Finance • China Shareholder Dispute Resolution
CKB advised a U.S. investment fund during a dispute it was having with the Chinese shareholders. CKB’s role:
- Help Client understand the situation on the ground in China and prepare its negotiation strategy
- Help Client understand the cultural nuances and sensitivities in communicating with their Chinese counterparts
Corporate Finance • China M&A
CKB advised a U.S. media & marketing communications MNC on M&A opportunities in China. CKB’s role:
- Evaluate potential M&A prospects and perform the initial screen of each prospect for senior executives
Corporate Finance & Operations • Acting COO/CFO
CKB advised a Hong Kong-based startup which provides innovative energy-efficient cooling solutions to the telecom industry. CKB’s role:
- Work with CEO/Founder to expand business in Africa (Nigeria), Asia (Malaysia and Indonesia), and other markets
- Work with Client's external accounting firm to setup new accounting system to improve financial reporting and cash flow track
- Advise CEO/Founder on cash flow forecasting, production sourcing, overseas sales related matters, and company structure
Asia Pacific Strategy & Planning • Insurance Industry
CKB assisted a U.S. insurance MNC with their Asia Pacific strategy planning. CKB’s role:
- Part of 3-person team working with local market leaders to develop key initiatives through 2015 planning period
- Analyze industry, country and company information for Australia, China, HK, Indonesia, Korea, Malaysia, Philippines, Singapore, Thailand & Vietnam
- Produce final deliverable for submission to home office, for inclusion into international strategy review presentation to global Board of Directors
Corporate Finance & Operations • Malaysia Divestiture
CKB advised a U.S. human resources & financial services consulting MNC to lead the divestiture of one of its businesses in Malaysia via a sale to local management. CKB’s role:
- Develop divestiture project plan
- Lead a 20-person Client team covering all aspects of the divestiture including client services, finance, HR, IT, legal, real estate and PR & communications
- Advise on transaction structuring and execution
- Act as mediator between buyer and seller to recommend and negotiate solutions to bring the transaction to a speedy and successful close
China Strategy • Media & Marketing Communications Industry
CKB, as the project leader in collaboration with external consultants, advised a U.S. media & marketing communications MNC to create a new China growth strategy. CKB’s role:
- Develop project plan and identify key inputs
- Analyze industry trends, competitive landscape, and M&A transactions
- Sanity checking inputs of other external consultants
- Lead presentation to senior regional and global management to craft the China opportunity which served as the foundation for the new strategy
- Synthesize inputs for global management to use to write their strategy presentation to the global Board of Directors
Economic Analysis • Healthcare & Infrastructure Opportunities • Asia Pacific
CKB advised a Dutch healthcare, lighting & consumer electronics MNC in several areas including:
- Government procurement processes in Malaysia, Philippines, Singapore & Thailand
- Government stimulus programs across asia to identify and prioritize opportunities
- Healthcare spending across Asia to identify and prioritize opportunities
- ASEAN-China Free Trade Agreement to identify and prioritize opportunities and understand potential impact on Client’s businesses
- Public-private partnership (PPP) projects across Asia to identify and prioritize opportunities in healthcare and infrastructure [2009-2011]
- Malaysia Government's Healthcare 2011-2015 Plan to identify and prioritize opportunities
- Malaysia Government's 2011 Budget to identify and prioritize opportunities in healthcare and infrastructure
- Brazil, Russia, India, China (BRIC) and Middle East economies to identify and prioritize growth opportunities over next 5-10 years
- Government policy changes in healthcare and energy efficiency across Asia relevant to Client's businesses
- Market entry analysis for healthcare and lighting business opportunities in Myanmar/Burma
Marketing Communications Improvement Program • Sports Industry
CKB advised one of the largest sports unions in Hong Kong, and host of the Hong Kong Rugby Sevens, one of the most widely recognized and anticipated annual sporting events in Asia, on ways to improve its PR and marketing communications. CKB’s role:
- Conduct online survey of Hong Kong’s rugby community and interviewed key sponsors and constituents
- Identify material weaknesses in PR and marketing
- Develop detailed roadmap to clearly define the roles, responsibilities and requirements necessary for improving effectiveness of its marketing and PR
Market Assessment • China & Japan Golf Markets
CKB advised UK-based owners of classic British golf brand (once played by Sean Connery as James Bond in Goldfinger) on opportunities to expand into China & Japan. CKB’s role:
- Analyze golfing and golf equipment markets in China and Japan
- Develop market entry positioning strategies based on research insights
- Evaluate alternative investment and exit options
- Determine investment required to penetrate and be competitive could not be financially justified and best course of action was to not move forward
- Honest assessment helped Client better assess future prospects and alternative exit strategies; ultimately divesting the business via management buyout
To learn more about what CKB can do for you, please contact Greg Kovacic in Hong Kong.
