Strategic Insights and Advisory

Understanding your company's market value and how investors view your equity story is crucial for success. With so many contributing factors, data sources and evolving market dynamics, how do successful companies maintain their edge?

�鶹�� Strategic Insights and Advisory leverages proprietary data and analytics to provide a strategic perspective and unique market view for executives. Our analysis incorporates company fundamentals, narrative, and ownership strategy, with regular thematic thought leadership papers��to help companies navigate what’s next.��

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From spin-off to pay-off
What turns a spin-off into a success story? The ability to combine strong financial fundamentals with a clear strategic narrative that resonates with investors. Read the paper to learn how to benefit from a well-executed spin-off.
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The keys to valuation
What really drives a company’s valuation? The answer lies in the intersection of fundamentals and narrative.
In the latest �鶹�� Strategic Insights and Advisory��whitepaper, we delve into the impact narrative has on company valuation and the mechanics behind market multiplies influencing operating performance.
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In this latest episode of the Global Banking Insights podcast series,��James Arnold��and��Rick Faery, Global Co-Heads of Strategic Insights and Advisory, delve into how a management's strategy is ultimately assessed by the market. They discuss the crucial role of fundamental economic metrics, the need for a compelling equity narrative, and the importance of understanding fund flow trends.

Thought leadership papers

Dive into the ideas and analysis that matter most to the future of your business.��

From spin-off to pay-off

What turns a spin-off into a success story? The ability to combine strong financial fundamentals with a clear strategic narrative that resonates with investors. Read the paper to learn how to benefit from a well-executed spin-off.

The keys to valuation

Market multiples are widely accepted as barometers for company valuations; they influence a wide range of strategic decisions since many companies use them to benchmark themselves against competitors and to evaluate potential M&A opportunities.

Building resilience

Worries about downturns are never far from the minds of business leaders. We evaluate the steps companies can take to navigate economic headwinds.

Capital allocation

How much is a dollar worth? We evaluate how corporate managers can answer this question to generate the most shareholder value through the deployment of excess capital.

Portfolio optimization

We review the impact of managing and allocating capital to the right mix of business segments to help maximize your company’s overall market value.

Mastering M&A

Is there any truth that “most M&A deals destroy value”? Does conventional M&A math provide the right signals about the viability of doing a deal? We go behind the numbers to find out.

Competitive advantage

Quantifying a competitive advantage can be elusive. Is it economy of scale, market share dominance, product differentiation, first mover advantage, or something else? We explore this concept and the strategies to help sustain it.

Our international team supports clients across the globe, across multiple sectors, partnering closely with the Banking coverage teams

Rick Faery

Global Co-Head of Strategic Insights and Advisory��
New York

Rick has more than two decades of global client experience, advising senior executives and boards in a variety of industries in the Americas, Europe and Asia. Rick is an expert on questions of corporate strategy and valuation, M&A, portfolio optimization, capital allocation, IPO/equity valuation and other issues of corporate finance including sophisticated profitability metrics. He has authored or co-authored more than two dozen publications on topics of corporate strategy, market themes and valuation and has served as a speaker at several industry conferences.

Prior to joining �鶹��, Rick spent 21 years with Credit Suisse and — prior to that — worked in Deloitte Consulting’s corporate strategy practice in both New York and London, spearheading its shareholder value-based management practice. He has also practiced international trade law - both trade transactions and litigation - with a U.S. law firm. Rick speaks fluent English, is conversant in German and Spanish, and holds degrees in law from Syracuse University and in finance and economics from Columbia University.

James Arnold

Global Co-Head of Strategic Insights and Advisory
London

Since joining �鶹�� in 2013 James moved from Head of UK Sales to equity research where he wrote UK and European equity strategy research and wrote extensively on the relevance of management language in market communications. In 2020 James created the Strategic Insights team within investment banking which produces content orientated towards companies rather than investors.

James has worked in a wide variety of equity focused roles across both the buy and sell side of public markets, including managing equity sales desks, UK equities portfolio manager and single stock analyst

James read Philosophy & Politics at Hatfield College, Durham University.

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