Performance assessment and operational turnaround of an agri-food investment on behalf of an investment fund

Performance assessment and operational turnaround

Context

An investment fund’s stake in an agri-food company whose financial performance was falling short of forecasts

Objectives

  • Identify the specific areas of loss and underperformance
  • Identify the key drivers for improving operational and financial performance
  • Draw up a prioritised and costed turnaround plan

Deliverables achieved

  • Mapping areas of loss and underperformance according to various analytical criteria
  • A structured and prioritised operational turnaround plan

Key success factors

  • A hands-on approach working closely with production and sales teams
  • Comprehensive support provided by a dedicated team of two H4 consultants
  • Prioritising quick-win measures to restore profitability in the short term, whilst safeguarding the company’s long-term viability

Tools used

Excel

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