Corporate strategy in inextricably linked with valuation considerations. Risk and return are two sides of the same coin. LGD’s unique perspective is based on a synthesis of several themes that are often seen discreetly but need to viewed as part of the same dynamic.
SERVICES WE PROVIDE
– Macro trends around currencies, commodity prices, and other asset classes – Industry value chain analysis through to end customer – Defining (or refining) a firm’s competitive positioning in the context of market, geo-political and regulatory trends; industry dynamics and firm specific attributes – Risk analysis with a special focus on strategic risks (geo-political risk, regulatory risk) and financing / capital structure risk