Starting Issue

- A leading transportation player A envisaged making an investment in a competitor B which is to become a business partner. The investment is needed by B to strengthen its financial structure and provide even better service to A.

Methodology

- Definition of the optimum level of financial commitment from A
- Analysis of the competitive environment and legal constraints to the deal
- Key terms and conditions from A to achieve B to achieve optimum market positioning

Advice and results

- Investment structuring allowed successful development of increased number of joint projects
- Cooperation resulted in a deeper and more profitable partnership between A and B