Navigating the uncertain
At Namier Capital Partners front of mind for us right now is helping our clients navigate the challenges we’re all facing.
We looked at the impact of COVID-19 on our portfolio companies and the methodology employed by our colleague Volker Sydow may be of use to other companies.
We grouped our portfolio companies into industry categories to apply a risk score to each industry based looking at the impacts of COVID-19 now and into the future. Next we looked at the current impacts such as liquidity issues, oil prices, advertising & consumer demands and short term actions, such as exploring M&A, increasing digital marketing spends etc.
We then took a view on the opportunities for these companies when the COVID-19 impacts have subsidised, and how these companies might be placed.
From this we then looked at immediate actions we could take or recommend, ranging from fundraising, M&A, securing strategic partners & clients through our deep industry contacts.
We examined how COVID-19 will change behaviours in industry segments where we might be able to influence the outcomes, and how we can help portfolio companies rapidly reassess and reconfigure their corporate strategies.
If you think you could benefit from our advice and insights, please get in touch with one of our team.