Capital Allocation

Our Impact

£2.8bn+

Of capital allocation decisions supported

Capital redeployment strategies delivered

Capital allocation is the most important lever corporate leadership has for creating long-term value. Yet many companies allocate capital through inertia—maintaining historical investment levels rather than directing resources to highest-return opportunities.

We help clients develop capital allocation frameworks that drive disciplined investment decisions. This means establishi...

How we help

Investment Framework

Design criteria and processes for evaluating investment alternatives.

Resource Reallocation

Identify opportunities to shift capital toward higher-return areas.

Capital Planning

Develop multi-year capital plans aligned with strategic priorities.

Governance Design

Establish decision rights and approval processes for capital deployment.

Our Approach

Our approach in capital allocation reflects how quickly momentum builds once capital is deployed.

External opportunity is assessed first. Market growth, competitive dynamics, and return potential are examined to unders...

Related Capabilities

Corporate Finance Portfolio Strategy M&A Strategy Divestitures & Carve-outs

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Insights & Articles

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The CEOs Blueprint to Perpetual Transformation

In today's rapidly changing world, organisations must be constantly transforming to remain competitive. This requires a culture of change, robust risk management, and significant investment. By investing in the right capabilities and building a culture of transformation, organisations can position themselves for success in a world of constant change. In a world of perpetual disruption, incremental and iterative change is no longer enough. Organisations must embrace a culture of transformation that encourages risk-taking and learning. Robust risk management is essential to identify and mitigate potential risks. Perpetual transformation requires a significant investment of time, money, and resources.

The Evolving Partnership: CFOs and CTOs at the Forefront of Business Transformation

An exploration of the evolving relationship between Chief Financial Officers and Chief Technology Officers in the digital era. Traditionally, CFOs handled financial management while CTOs focused on technology. However, the rise of digital technology and artificial intelligence (AI) has blurred these roles. Now, 62% of CFOs are involved in digital strategy, recognising the value of technology in business efficiency and profitability. The synergy between CFOs and CTOs has become crucial, combining financial acumen with technological insight to ensure investments align with business strategies. This collaboration is key in managing projects, cybersecurity, and regulatory challenges. Examples like JP Morgan Chase demonstrate the successful outcomes of this integrated approach. As businesses continue to embrace digital transformation, the CFO-CTO dynamic is increasingly central to navigating the complexities of the modern business environment.

Covelent Private Equity Mid-Market Forward Focus Report 2025

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