Services
Support for the
decision ahead.
Market Entry
For companies assessing or entering a market where they need stronger local evidence or partnerships. The work answers four questions: whether the opportunity justifies investment, how to enter, who to partner with and what it will cost.
Scope of work
- Market sizing and demand research
- Regulatory landscape assessment and coordination with local counsel where required
- Competitor mapping and pricing benchmarks
- Identification and vetting of local partners and distributors
- Entry plan with budget and milestones
- Agreed introductions and implementation support following market-entry planning
Business Strategy
Growth strategy for companies operating across markets, resulting in a practical plan supported by commercial and financial analysis.
Scope of work
- Positioning and go-to-market review
- Sequencing of markets and products
- Pricing and channel strategy
- Partnership and alliance options
- Board and investor decision materials
Investment Advisory
For private investors and family offices seeking an independent commercial and financial assessment of an opportunity. The work is scoped to the decision at hand and delivered in a written report.
Scope of work
- Commercial due diligence on the target and its market
- Review of the business plan and its assumptions
- Assessment of management and key commercial assumptions, within the agreed scope
- Commercial review of proposed transaction terms alongside the client's legal counsel
- Post-investment monitoring support, where agreed
Financial Analysis
Financial modeling and valuation support for defined business decisions, such as a market entry or a fundraise.
Scope of work
- Financial models and scenario analysis
- Valuation and returns analysis
- Unit economics by market and product
- Budget and cash-flow forecasting
- Investor materials and data room preparation
Finance Support
For companies whose finance function has not kept pace with their growth. Citalo Group provides agreed interim finance leadership and operational support while the company develops its internal finance capability.
Scope of work
- Interim CFO and controller support
- Monthly reporting and board packs
- Fundraising preparation and investor relations
- Support with banking, treasury and finance-operating requirements in a new market
- Selection of accountants and auditors in each market
Agreed fees.
Clear accountability.
Defined projects are on a fixed fee agreed in the proposal. Finance support and ongoing advisory run on a monthly retainer. Citalo Group does not accept third-party commissions or transaction-based referral fees in connection with client engagements.