Services
At Cases Consulting, we offer a comprehensive suite of investment advisory services designed to meet the unique needs of institutional investors in the CEE region. Each service is tailored to address specific challenges and opportunities, ensuring that our clients achieve their investment goals with confidence and clarity.
Corporate Strategy & Governance
We help institutional investors shape and adapt their corporate strategy and governance frameworks to navigate new challenges and evolving market realities. Our approach begins with a thorough assessment of the current strategic and governance structures, identifying areas for improvement and alignment with best practices.
Our team works closely with clients to develop robust strategies that enhance decision-making processes, improve oversight, and ensure accountability. This involves creating clear governance policies, defining roles and responsibilities, and establishing effective communication channels among stakeholders.
- Development of comprehensive governance frameworks
- Creation of clear and actionable strategic plans
- Enhancement of decision-making and accountability mechanisms
Investment Strategy & Value Creation
Our extensive presence across major industries enables us to provide deep insights into various asset classes and investment themes. We leverage this knowledge to help our clients develop and refine their investment strategies, ensuring alignment with their long-term objectives.
By understanding the intricacies of the investment value chain, we assist clients in identifying opportunities for value creation and optimisation. This includes analysing market trends, assessing investment opportunities, and implementing strategies that maximise returns while managing risks effectively.
- In-depth market analysis and trend identification
- Customised investment strategy development
- Implementation of value creation initiatives across asset classes
Due Diligence & Portfolio Advisory
We conduct rigorous due diligence and provide comprehensive portfolio advisory services, utilising our extensive expertise and proprietary tools. Our due diligence process involves detailed assessments of potential investments, evaluating financial performance, market positioning, and strategic fit.
Strengthened by meticulous early due diligence, our portfolio advisory services are designed to optimise investment performance, balancing risk and return to achieve our clients’ objectives. We provide ongoing monitoring and adjustments, ensuring that portfolios remain aligned with evolving market conditions and client goals.
- Detailed financial and strategic due diligence
- Comprehensive portfolio construction and management advisory
- Continuous performance monitoring and risk management