BCG内部幻灯片模板
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BCG 幻灯片撰写模板
仅供内部使用
第一页，共27页。
幻灯片的四种类型
文字
图形 表格
示意图
第二页，共27页。
文字类模板
第三页，共27页。
We recommend entering this market segment
High growth and synergy with existing business make this an attractive opportunity
New core allows for release of significant value potential (share price improvement over the course the project of 50%)
• Abolishment of current holding structure
Top-15 players only account for 20% of the market
Marketing experience and owning the channel will be key to success in future
Existing players have limited marketing capabilities Currently, no clear market leader
Conducted an portfolio diversification project for a major international airline
Developed a portfolio and growth strategy for a conglomerate in beverage and snack-food manufacturing
Need to determine entry strategy
Prioritize portfolio of growth opportunities • Compare options to other growth areas
• Evaluate impact of entry into this market on financial flexibility
BCG had performed another portfolio analysis for the client two years earlier that was highly acclaimed by the then CEO for its rigorosity, clarity, and independence
Developed growth strategy for subsidiary of a major European airli
Global growth strategy for the wireless internet services of a major mobil telecommunication company
第四页，共27页。
Portfolio review at €5B industrial conglomerate resulting in split of company
Context and challenges
Company consisted of multiple business units in such diverse fields as automotive supply, engineering and specialty chemicals
Developed transformation growth and financial strategy
Transformation strategy for an automotive player in India
Portfolio shareholder value strategy for a global oil corporation
Development of potential future portfolios of the company based on different options for the core—including equity stories and M&A buying lists for each option
Determine market entry strategy—organic versus acquisition
• Can leverage existing capabilities
• Well priced acquisition would be faster
Begin to identify acquisition targets and conduct strategic due diligence
segments
• Generic attractiveness • Key sources of
advantage
• Specific competitive challenges
• Client specific hurdles
• Probability of success
第七页，共27页。
How well do assets match sources of advantage in segment?
What are the leveragable assets?
How well do assets match sources of advantage in segment?
• Potential plays • Size, growth of sub-
Is segment fragmented today but likely to consolidate?
3 Contenders'
assets and capabilities
4
Client's
assets and capabilities
Which contenders have leveragable assets?
• Reduction of net debt to almost zero
• Significant growth potential (organic and by M&A)
BCG approach: what we did
Rigorous, fact-based portfolio analysis based on BCG's proven traffic-light portfolio approach
Attractive, high growth market
Moderately sized market, but growing fast $5B in revenue in 2006
25% growth projected through
Fragmented market that is ripe for consolidation
Date
2005 2005 2005 2005 2004
2004 2004
2004
Region/ count
Europe
Asia
Americas
Europe
Europe
Americas
Asia Americ
Topic
Strategy
Portfolio
Portfolio/
Growth Growth
Growth
How many potential customers, how much value is created?
What will drive the winner?
2
Segment
characteristics
What are the sources of advantage in segment?
Evaluation of portfolio options based on wide set of criteria, including strategic, financial and capital-market related aspects
Why the client choose BCG
Capital markets had placed a conglomerate discount on the company that had also accumulated a significant amount of debt through acquisitions
Enormous pressure from analysts, investors and supervisory board members to overhaul the overall strategy and structure
• Evaluate investment requirements and optimal structuring
• Explore synergies with current business
Speed is critical in this fast moving market segment
Transformation Transformation Portfolio
Project description
Defined a global strategy for the ice cream business of a major global consumer goods company
• Our ability to seamlessl bank hire to support the upcoming exit of one of the main divisions
第五页，共27页。
Project examples in corporate strategy
Source: BCG case database 2005
第六页，共27页。
Screened opportunities across four dimensions
What are the opportunities?
1
Demand
characteristics
What are customer needs, how do they vary within segment?
• Analysis of strategic quality of portfolio: market attractiveness and competitive position of BUs
• Analysis of growth and value-creation opportunities by BU
Aim: reduction of value-reducing factors and significant improvement of capital structure
Results and impact
Based on our analysis, the company decided to divest the highly profitable specialty chemicals division
• High expected exit value given strong cash-flows from business
• Limited organic growth opportunities
• Limited inherent portfolio logic of different businesses
In this crucial moment of change, the new CEO relied on • Our proven methodology • Our ability to integrate different industry experts in our team • Our knowledge of the company, and
仅供内部使用
第一页，共27页。
幻灯片的四种类型
文字
图形 表格
示意图
第二页，共27页。
文字类模板
第三页，共27页。
We recommend entering this market segment
High growth and synergy with existing business make this an attractive opportunity
New core allows for release of significant value potential (share price improvement over the course the project of 50%)
• Abolishment of current holding structure
Top-15 players only account for 20% of the market
Marketing experience and owning the channel will be key to success in future
Existing players have limited marketing capabilities Currently, no clear market leader
Conducted an portfolio diversification project for a major international airline
Developed a portfolio and growth strategy for a conglomerate in beverage and snack-food manufacturing
Need to determine entry strategy
Prioritize portfolio of growth opportunities • Compare options to other growth areas
• Evaluate impact of entry into this market on financial flexibility
BCG had performed another portfolio analysis for the client two years earlier that was highly acclaimed by the then CEO for its rigorosity, clarity, and independence
Developed growth strategy for subsidiary of a major European airli
Global growth strategy for the wireless internet services of a major mobil telecommunication company
第四页，共27页。
Portfolio review at €5B industrial conglomerate resulting in split of company
Context and challenges
Company consisted of multiple business units in such diverse fields as automotive supply, engineering and specialty chemicals
Developed transformation growth and financial strategy
Transformation strategy for an automotive player in India
Portfolio shareholder value strategy for a global oil corporation
Development of potential future portfolios of the company based on different options for the core—including equity stories and M&A buying lists for each option
Determine market entry strategy—organic versus acquisition
• Can leverage existing capabilities
• Well priced acquisition would be faster
Begin to identify acquisition targets and conduct strategic due diligence
segments
• Generic attractiveness • Key sources of
advantage
• Specific competitive challenges
• Client specific hurdles
• Probability of success
第七页，共27页。
How well do assets match sources of advantage in segment?
What are the leveragable assets?
How well do assets match sources of advantage in segment?
• Potential plays • Size, growth of sub-
Is segment fragmented today but likely to consolidate?
3 Contenders'
assets and capabilities
4
Client's
assets and capabilities
Which contenders have leveragable assets?
• Reduction of net debt to almost zero
• Significant growth potential (organic and by M&A)
BCG approach: what we did
Rigorous, fact-based portfolio analysis based on BCG's proven traffic-light portfolio approach
Attractive, high growth market
Moderately sized market, but growing fast $5B in revenue in 2006
25% growth projected through
Fragmented market that is ripe for consolidation
Date
2005 2005 2005 2005 2004
2004 2004
2004
Region/ count
Europe
Asia
Americas
Europe
Europe
Americas
Asia Americ
Topic
Strategy
Portfolio
Portfolio/
Growth Growth
Growth
How many potential customers, how much value is created?
What will drive the winner?
2
Segment
characteristics
What are the sources of advantage in segment?
Evaluation of portfolio options based on wide set of criteria, including strategic, financial and capital-market related aspects
Why the client choose BCG
Capital markets had placed a conglomerate discount on the company that had also accumulated a significant amount of debt through acquisitions
Enormous pressure from analysts, investors and supervisory board members to overhaul the overall strategy and structure
• Evaluate investment requirements and optimal structuring
• Explore synergies with current business
Speed is critical in this fast moving market segment
Transformation Transformation Portfolio
Project description
Defined a global strategy for the ice cream business of a major global consumer goods company
• Our ability to seamlessl bank hire to support the upcoming exit of one of the main divisions
第五页，共27页。
Project examples in corporate strategy
Source: BCG case database 2005
第六页，共27页。
Screened opportunities across four dimensions
What are the opportunities?
1
Demand
characteristics
What are customer needs, how do they vary within segment?
• Analysis of strategic quality of portfolio: market attractiveness and competitive position of BUs
• Analysis of growth and value-creation opportunities by BU
Aim: reduction of value-reducing factors and significant improvement of capital structure
Results and impact
Based on our analysis, the company decided to divest the highly profitable specialty chemicals division
• High expected exit value given strong cash-flows from business
• Limited organic growth opportunities
• Limited inherent portfolio logic of different businesses
In this crucial moment of change, the new CEO relied on • Our proven methodology • Our ability to integrate different industry experts in our team • Our knowledge of the company, and