Diversification "out of the box" - Roland Berger
Diversification "out of the box" - Roland Berger
Diversification "out of the box" - Roland Berger
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2.2ILLUSTRATIVEAfter defining <strong>the</strong> portfolio logic, <strong>the</strong> actual businesses have tobe evaluated "strategically"Value based portfolio (status quo)Deviation vs.risk adjustedmarketpr<strong>of</strong>itability+–Hold with<strong>out</strong> fur<strong>the</strong>r investmentsFinance futrher growth(Divest if good deal)DivestLowBubble size = invested capital (assets)BU 7e.g.: Are significant additionalinvestments required to keepgood pr<strong>of</strong>itability?e.g.: Does this business havea sustainable relative marketshare?BU 3 BU 2BU 6e.g.: Who would be abetter corporateparent?BU 1Fit to portfolio logicBU 4e.g.: What are additionaladjacent growthopportunities?Restructure or exitBU 5"Pearls"e.g.: What are (additional)initiatives) to reach operationaltarget performanceHigh"Underperformer"Source: <strong>Roland</strong> <strong>Berger</strong>24
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