Strategy

We help you ‘look around the corner’

Create value and growth, align shareholders

For companies everywhere, market pressure is rising. Pandemics, wars, and supply chain challenges have dramatically accelerated the pace of change, altered consumer sentiment and discretionary spending, impacted consumer and industrial sectors, as well as disrupted global supply chains. This has created opportunities for investors and companies as they position themselves for the economic rebound.

Management wants to better understand where to grow, when to allocate capital, and how to manage shareholder and activist challenges. SafeRock has specific, successful experience in these areas. We are recognized for our thought leadership covering innovation, competitive strategy, and discreet board-level and investor-specific encounters. We can power your investor strategy and optimize your IR team’s productivity with SafeRock’s proprietary, AI-driven SRV™ Index. We are glad to share our knowledge with you and review your challenges in a confidential discussion.

SafeRock advises growing companies with our strategic advisory, M&A, and business services. We are also supporting clients that need to shrink operations to reduce their costs, improve efficiency of spend, and reset their business model so they can emerge as more nimble and slimmer companies.

SafeRock is committed to providing independent advice that is discreet, objective, and removed from conflict. 

We have a long history of providing impartial advice to Management and Boards and assisting them to meet fiduciary duties and obligations in complex situations. We have advised on a wide range of business challenges and opportunities.

What we provide: Our services and solutions

SafeRock’s strategic advisory business provides tactical advice to financial sponsors and both public and private companies. We have differentiated experience across a broad range of industry sectors and markets. 

We help our clients establish and pursue strategic priorities, identify strategies to enhance shareholder value, and reach deeper perspectives to help achieve their goals. Our success begins and ends with our commitment to delivering world-class client service.

Our experienced team has advised on M&A, sale, and restructuring situations  involving:

  • Public companies
  • Inorganic and organic growth strategy
  • Closely-held and family-owned companies
  • Buying or selling of non-core assets and entire companies

We ensure that we provide unbiased advice to clients in challenging situations that can transform and/or stabilize value. SafeRock’s strategic advisory team has worked with multiple partners to help you select the best choice from available alternatives and execute to drive value. 

 

CORPORATE RESTRUCTURING

SafeRock has a track record of developing innovative approaches that create a unifying view across diverse stakeholders, designed to maximize value and minimize operational, people, and customer risk. 

SafeRock provides independent financial restructuring advice to companies, creditors, shareholders, and other stakeholders. 

Our experienced team has advised on large and complex restructuring situations to:

  • Recapture lost sales
  • Drive Innovation and R&D 
  • Increase market capitalization
  • Establish new growth strategies
  • Focus market growth and develop disruptive technologies
  • Buy and sell non-core assets in a distressed or non-distressed context

 SafeRock provides independent advisory to corporate clients and investors. Our experience includes:

  • Debt restructuring
  • Capital markets advisory 
  • Increasing financial stability
  • Improving shareholder value