For multi-business groups, we clarify where to invest, hold, fix, or exit — consolidating, carving out, and restructuring to unlock synergy and focus. The portfolio, optimized as a system.
Corporate and portfolio strategy shapes the group so the whole is worth more than the parts — where to invest, what to fix, and what to exit. We bring clarity to capital allocation and the logic that holds a portfolio together.
Sub-services we provide
Portfolio review
Attractiveness and fit of each business.
Capital allocation
Where the next dollar earns the most.
Parenting & synergy logic
The value the center actually adds.
Carve-out & divestment strategy
What to separate, and how.
Group operating model
How the center governs the portfolio.
How we approach it
- Map the portfolio. Assess each business on value, fit, and trajectory.
- Set the moves. Decide where to invest, hold, fix, or exit.
- Design the structure. Streamline the group to release synergy and focus.
- Plan the transition. Sequence carve-outs and consolidation to minimize disruption.
Where this shows up
- Rationalizing a sprawling conglomerate portfolio.
- Deciding what to grow, fix, or exit.
- Separating non-core assets into a cleaner structure.
What we bring
- A clear-eyed view of where value is created and destroyed.
- Carve-outs that quantify dyssynergy, not just synergy.
- Capital allocation framed as the choices it really is.
Our experience
We led portfolio consolidation and carve-out into a streamlined structure for a private oil & gas group, and quantified a >US$200M dyssynergy on a palm oil separation.