Corporate Finance and Strategy

Today's leaders face constant challenges.

How do you create extraordinary value in a world where competitive advantage is changing rapidly? You need the ability to use those insights for sustainable success.

Business/Finance

Strategy and value creation are part of Planum's DNA.

Through our experience curve, growth-share matrix, and digital deconstruction, Planum is at the forefront of strategic innovation. Our corporate finance and strategy advisory team helps clients drive growth, attract talent and leading equity, attract investors, and create value for their stakeholders.

Our Corporate Finance and Strategy Consulting Services

  • Corporate Strategy
  • Business Strategy
  • Value Creation Strategy and Shareholder Activism Defense
  • M&A, Transactions, and Post-Merger Integration
  • Strategic Planning Excellence
  • Finance Function Excellence
  • Family Business

How We Work with Corporate Strategy and Finance Clients

Business/Finance

We help you devise a winning corporate strategy that identifies the optimal business portfolio, prioritizes the right growth platforms, and establishes a financial plan that drives value.

We help you develop a business strategy that not only takes the competition into account but also affords you the creativity to follow your organization’s unique path to winning.

We partner with you to shape corporate, business, financial, and investment strategies that create sustained value, maximize results, and shield against the rising tide of shareholder activism.

We support your business with end-to-end transaction excellence, including strategic decision-making in mergers and acquisitions, supporting IPOs and spinoffs, and creating winning strategies for post-merger integration.

We help you improve overall strategy function by implementing planning processes focused on insight, preparedness, and agility for long term success.

We help you build world-class finance capabilities and approaches to financial management that are strategically aligned, digital, and capable of creating and sustaining a performance culture.

We provide strategic, innovative, and technical risk and compliance services to turn uncertainty into opportunity.

We help family businesses meet their unique challenges and realize their unique advantages.

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