Independent counsel on portfolio strategy and capital allocation.
Long-form strategic advisory for boards, controlling shareholders and executive teams — upstream of any transaction.
Apeltrys Advisors works alongside boards and executive teams on the structural questions that sit above any individual deal: where to compete, what to own, how to fund it, and how to measure success against a longer horizon than a single fiscal year.
Engagements are senior-staffed and conflict-free. We are not paid to recommend a transaction — we are paid to bring rigorous, outside judgement to capital allocation, portfolio shape and corporate finance architecture.
Where work eventually leads to execution, the same partners stay involved. Where it does not, the analysis stands on its own and is built to outlast the assignment.
- Portfolio strategy and value-creation reviews
- Capital allocation frameworks and return-on-capital diagnostics
- Corporate finance architecture and balance-sheet design
- Carve-out, spin-off and divestiture readiness studies
- Strategic options reviews for boards facing inflection points
- Long-term plan reviews and three-statement model challenge
Small senior teams, no junior pyramids. Every recommendation is co-signed by a partner who personally led the analysis.
Independent of capital markets execution mandates, which means recommendations are not biased toward a deal that generates fees elsewhere in the firm.
- A new CEO, CFO or chair is forming a multi-year plan
- An activist or strategic approach has put the portfolio in question
- The balance sheet no longer matches the strategy
- A controlling shareholder is preparing a generational transition
Speak with a senior banker in confidence.