Strategic Advisory Services

At Stratix we specialize in turning strategic visions into operational realities. Our expertise lies in providing clarity, strategic guidance, and bespoke implementation strategies to management teams, boards, and key decision-makers within organizations. We are committed to transforming your strategic ambitions into measurable successes, ensuring your vision is not just a concept but a concrete plan of action

Examples of areas we can support you with

Digital Transformation
Review your digilization agenda and recommend a strategic pathway towards your desired future state.

Business Scaling and Growth
Guide the expansion of your operations, including new market entry strategies and product diversification.

New Tech Evaluation
Review and evaluate new technology and fintech solutions that could benefit your busines and how to impliment them

Strategy and Organisational Development
Define and execute long-term strategies for achieving your business objectives and align your team and resources to maximise your results.

Regulatory Readiness
We will support you in evaluating your gaps and help you to keep track of the most important regulatory changes

Deal Sourcing and Due Diligence
Find and evaluation target companies that successfully meet your growth and technology ambitions.

  1. Clarification of Vision and Goals: Understanding your end goal is the first step towards achieving it. We delve deep to comprehend the essence of your aspirations and the intended impact you envision.

  2. Setting Measurable Targets: Translating ambitions into measurable targets is crucial for clarity and focus. We define quantifiable milestones that align with your strategic goals.

  3. Business Case Analysis: We delve into each strategic options available to you, making a detailed analysis, based on strategic, business and financial aspects specific to your  business

  4. Strategic Option Evaluation: We evaluate each available strategic options and identify your most viable paths forward, encompassing various scenarios.

  5. Recommendation and Implementation Strategy: We provide clear, actionable recommendations to steer your organization toward its goals, delivering a tailored strategic plan and implementation roadmap

Our Approach:

Business Transition and Succession Planning

Recognising the unique challenges faced by small and medium sized business owners in Luxembourg, Stratix Services offers specialised support for business transitions and exit planning. Our services are tailored to meet the needs of small and medium sized business owners looking to sell their businesses, retire, or move on to new ventures.

Our approach includes:

  • Comprehensive Valuation: Providing accurate and fair assessments of business worth, incorporating both tangible assets and intangible values such as customer loyalty and brand reputation.

  • Personalised Preparation: Assisting owners in preparing their businesses for sale, from financial tidying to operational improvements that enhance market appeal.

  • Targeted Buyer Outreach: Leveraging our network to find buyers who not only have the financial capacity but also the right ethos to continue the business's legacy.

  • Smooth Transition Management: Ensuring a seamless handover process that minimizes disruption and maintains business continuity.

M&A Support Services

Navigating the complexities of mergers and acquisitions requires precision, expertise, and a structured approach. Our M&A support services are designed to provide clients with clear insights, strategic tools, and actionable recommendations at every stage of the transaction process. From valuation and due diligence to investor preparation, we offer comprehensive solutions tailored to meet your unique needs.

1. Valuation Services

Understanding the true value of assets and investments is crucial in today's dynamic financial landscape. Our valuation services provide precise, insightful assessments that form the foundation for informed decision-making. Whether for financial reporting, strategic planning, or investment analysis, our tailored evaluations ensure clarity and confidence.

2. M&A Advisory and Due Diligence

The complexities of M&A transactions require rigorous examination to uncover potential risks and opportunities. Our due diligence services deliver a thorough analysis of operational and financial aspects, empowering organisations to make confident, informed decisions. By identifying synergies and challenges, we support successful transaction outcomes.

3. Investor Preparation

Effective communication is key to attracting and engaging potential investors. We assist in creating compelling investor materials, including teasers, investment memorandums (IMs), and pitch decks. Our goal is to highlight your value proposition clearly and professionally, ensuring your story resonates with stakeholders and maximises your chances of success.

PMO (Project Management Office) Services

At Stratix, our Project Management Office (PMO) services are designed to ensure your projects are moving in the right direction. We integrate PMO as part of our advisory service to provide strategic oversight, stakeholder engagement, and effective communication. Our goal is to guide your project team or project managers towards successful implementation and achieve desired outcomes.

Here's how we support your projects:

  • Strategic Oversight: We ensure that all projects align with your strategic goals and provide the necessary governance to keep them on track.

  • Stakeholder Engagement and Communication: We facilitate effective communication among all stakeholders to ensure alignment and address any issues promptly.

  • Project Monitoring and Follow-up: We continuously monitor project progress and provide regular updates to ensure transparency and accountability.

  • Guidance and Support: We work closely with your project team or project managers, offering expert guidance and support to navigate challenges and achieve project success.