CHALLENGE:
A proprietary financial business that was part of a large global corporation was positioning itself to spin-off from the parent company. This business sale would allow the service business to expand its client base to serve financial customers around the globe.

APPROACH:
The company began working with a major New-York based financial consulting firm on the sales presentation to market the business to financial powerhouse institutions that included Deutsche Bank and Credit Suisse. The executive team was not pleased with the support being provided by a multi-member team of consultants from New York to support develop the story to sell the business and asked Siegfried Dunlay for support.

RESULTS:
Over a series of six intense weeks, the Siegfried Dunlay team partnered closely with the executive leadership team to build the story via a 100-page PowerPoint presentation and supporting materials including an FAQ in preparation for a global road show to sell the business. The business was sold at a favorable price point exceeding expectations of the executive team.

"Your support exceeded all of our expectations in helping us build a strategic story to best position our business for sale and prepare us for our roadshow through dry runs, practicing questions and polishing our delivery."
    —Senior Business Partner