Portfolio Strategy

Our Impact

£3.2bn+

Of portfolio value protected or repositioned

Portfolio optimisation programmes delivered

Portfolio strategy is about ensuring that the whole is worth more than the sum of its parts. Companies that actively manage their portfolios—making disciplined decisions about what to own, what to acquire, and what to divest—consistently outperform passive conglomerates.

We help clients evaluate their portfolios through multiple lenses: strategic fit, financial performance, synergy potenti...

How we help

Portfolio Assessment

Evaluate each business against strategic, financial, and synergy criteria.

Synergy Analysis

Quantify cross-business synergies and parenting value-add.

Strategic Options

Develop and evaluate strategic alternatives for portfolio reshaping.

Divestiture Strategy

Identify candidates for divestiture and optimise separation approach.

Our Approach

Our approach in portfolio strategy starts with how opportunity and risk are distributed across assets, businesses, and markets. Growth and resilience rarely sit evenly across a portfolio, even when performance appears stable at the aggregate level.

Engagements concentrate on developing an external and internal view in parallel. Market attractiveness, competitive posi...

Related Capabilities

Divestitures & Carve-outs Capital Allocation Market Expansion M&A Strategy

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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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