Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity Description

In late 2016, an analyst at Oliver Wyman (OW), was contemplating the high stakes of her new project. European riverboat company Temarca Group (Temarca) had just approached Duke Royalty (Duke) seeking ?9.0 million to expand its riverboat fleet at the time. The analyst had to consider the first potential investment for the newly-formed partnership. If a financing decision was made, Temarca would be one of the first investments in Duke's portfolio. The analyst had to ensure this investment was aligned with Duke's investment mandate, met the financial criteria, and delivered the targeted returns essential to please keystone investors. Similarly, she knew this deal would be highly scrutinized by the OW partners because Temarca would be OW's first fully-financed deal with Duke. With all this in mind, the analyst's task was to make a preliminary recommendation to the chief executive officer of Duke and a founding partner of OW about the soundness of the opportunity. She had to decide whether Duke should invest in Temarca or pass on this opportunity.

Case Description Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Strategic Managment Tools Used in Case Study Analysis of Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

STEP 1. Problem Identification in Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study

STEP 2. External Environment Analysis - PESTEL / PEST / STEP Analysis of Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study

STEP 3. Industry Specific / Porter Five Forces Analysis of Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study

STEP 4. Evaluating Alternatives / SWOT Analysis of Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study

STEP 5. Porter Value Chain Analysis / VRIO / VRIN Analysis Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study

STEP 6. Recommendations Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study

STEP 7. Basis of Recommendations for Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study

Case Analysis of Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity is a Harvard Business (HBR) Case Study on Finance & Accounting , Texas Business School provides HBR case study assignment help for just $9. Texas Business School(TBS) case study solution is based on HBR Case Study Method framework, TBS expertise & global insights. Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity is designed and drafted in a manner to allow the HBR case study reader to analyze a real-world problem by putting reader into the position of the decision maker. Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study will help professionals, MBA, EMBA, and leaders to develop a broad and clear understanding of casecategory challenges. Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity will also provide insight into areas such as – wordlist , strategy, leadership, sales and marketing, and negotiations.

Case Study Solutions Background Work

Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study solution is focused on solving the strategic and operational challenges the protagonist of the case is facing. The challenges involve – evaluation of strategic options, key role of Finance & Accounting, leadership qualities of the protagonist, and dynamics of the external environment. The challenge in front of the protagonist, of Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity, is to not only build a competitive position of the organization but also to sustain it over a period of time.

Strategic Management Tools Used in Case Study Solution

The Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study solution requires the MBA, EMBA, executive, professional to have a deep understanding of various strategic management tools such as SWOT Analysis, PESTEL Analysis / PEST Analysis / STEP Analysis, Porter Five Forces Analysis, Go To Market Strategy, BCG Matrix Analysis, Porter Value Chain Analysis, Ansoff Matrix Analysis, VRIO / VRIN and Marketing Mix Analysis.

Texas Business School Approach to Finance & Accounting Solutions

In the Texas Business School, Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study solution – following strategic tools are used - SWOT Analysis, PESTEL Analysis / PEST Analysis / STEP Analysis, Porter Five Forces Analysis, Go To Market Strategy, BCG Matrix Analysis, Porter Value Chain Analysis, Ansoff Matrix Analysis, VRIO / VRIN and Marketing Mix Analysis.

We have additionally used the concept of supply chain management and leadership framework to build a comprehensive case study solution for the case – Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Step 1 – Problem Identification of Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity - Harvard Business School Case Study

The first step to solve HBR Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study solution is to identify the problem present in the case. The problem statement of the case is provided in the beginning of the case where the protagonist is contemplating various options in the face of numerous challenges that Temarca Duke is facing right now. Even though the problem statement is essentially – “Finance & Accounting” challenge but it has impacted by others factors such as communication in the organization, uncertainty in the external environment, leadership in Temarca Duke, style of leadership and organization structure, marketing and sales, organizational behavior, strategy, internal politics, stakeholders priorities and more.

Step 2 – External Environment Analysis

Texas Business School approach of case study analysis – Conclusion, Reasons, Evidences - provides a framework to analyze every HBR case study. It requires conducting robust external environmental analysis to decipher evidences for the reasons presented in the Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity.

The external environment analysis of Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity will ensure that we are keeping a tab on the macro-environment factors that are directly and indirectly impacting the business of the firm.

What is PESTEL Analysis? Briefly Explained

PESTEL stands for political, economic, social, technological, environmental and legal factors that impact the external environment of firm in Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study. PESTEL analysis of " Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity" can help us understand why the organization is performing badly, what are the factors in the external environment that are impacting the performance of the organization, and how the organization can either manage or mitigate the impact of these external factors.

How to do PESTEL / PEST / STEP Analysis? What are the components of PESTEL Analysis?

As mentioned above PESTEL Analysis has six elements – political, economic, social, technological, environmental, and legal. All the six elements are explained in context with Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity macro-environment and how it impacts the businesses of the firm.

How to do PESTEL Analysis for Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

To do comprehensive PESTEL analysis of case study – Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity , we have researched numerous components under the six factors of PESTEL analysis.

Political Factors that Impact Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Political factors impact seven key decision making areas – economic environment, socio-cultural environment, rate of innovation & investment in research & development, environmental laws, legal requirements, and acceptance of new technologies.

Policy Making Impact on Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Government policies have significant impact on the business environment of any country. The firm in “ Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity ” needs to navigate these policy decisions to create either an edge for itself or reduce the negative impact of the policy as far as possible.

Data safety laws – The countries in which Temarca Duke is operating, firms are required to store customer data within the premises of the country. Temarca Duke needs to restructure its IT policies to accommodate these changes. In the EU countries, firms are required to make special provision for privacy issues and other laws.

Competition Regulations – Numerous countries have strong competition laws both regarding the monopoly conditions and day to day fair business practices. Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity has numerous instances where the competition regulations aspects can be scrutinized.

Import restrictions on products – Before entering the new market, Temarca Duke in case study Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity" should look into the import restrictions that may be present in the prospective market.

Export restrictions on products – Apart from direct product export restrictions in field of technology and agriculture, a number of countries also have capital controls. Temarca Duke in case study “ Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity ” should look into these export restrictions policies.

Foreign Direct Investment Policies – Government policies favors local companies over international policies, Temarca Duke in case study “ Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity ” should understand in minute details regarding the Foreign Direct Investment policies of the prospective market.

Taxation & Regulation Impact on Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Corporate Taxes – The rate of taxes is often used by governments to lure foreign direct investments or increase domestic investment in a certain sector. Corporate taxation can be divided into two categories – taxes on profits and taxes on operations. Taxes on profits number is important for companies that already have a sustainable business model, while taxes on operations is far more significant for companies that are looking to set up new plants or operations.

Tariffs – Chekout how much tariffs the firm needs to pay in the “ Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity ” case study. The level of tariffs will determine the viability of the business model that the firm is contemplating. If the tariffs are high then it will be extremely difficult to compete with the local competitors. But if the tariffs are between 5-10% then Temarca Duke can compete against other competitors.

Government Scheme & Subsidies Impact on Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Research and Development Subsidies and Policies – Governments often provide tax breaks and other incentives for companies to innovate in various sectors of priority. Managers at Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study have to assess whether their business can benefit from such government assistance and subsidies.

Consumer protection – Different countries have different consumer protection laws. Managers need to clarify not only the consumer protection laws in advance but also legal implications if the firm fails to meet any of them.

Political System & Stability, and its Impact on Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Political System and Its Implications – Different political systems have different approach to free market and entrepreneurship. Managers need to assess these factors even before entering the market.

Freedom of Press is critical for fair trade and transparency. Countries where freedom of press is not prevalent there are high chances of both political and commercial corruption.

Corruption level – Temarca Duke needs to assess the level of corruptions both at the official level and at the market level, even before entering a new market. To tackle the menace of corruption – a firm should have a clear SOP that provides managers at each level what to do when they encounter instances of either systematic corruption or bureaucrats looking to take bribes from the firm.

Independence of judiciary – It is critical for fair business practices. If a country doesn’t have independent judiciary then there is no point entry into such a country for business.

Government attitude towards trade unions – Different political systems and government have different attitude towards trade unions and collective bargaining. The firm needs to assess – its comfort dealing with the unions and regulations regarding unions in a given market or industry. If both are on the same page then it makes sense to enter, otherwise it doesn’t.

Economic Factors that Impact Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Social Factors that Impact Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Technological Factors that Impact Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Environmental Factors that Impact Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Legal Factors that Impact Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity

Step 3 – Industry Specific Analysis

What is Porter Five Forces Analysis

PESTEL stands for political, economic, social, technological, environmental and legal factors that impact the external environment of firm in Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study. PESTEL analysis of " Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity" can help us understand why the organization is performing badly, what are the factors in the external environment that are impacting the performance of the organization, and how the organization can either manage or mitigate the impact of these external factors.

Step 4 – SWOT Analysis / Internal Environment Analysis

Step 5 – Porter Value Chain / VRIO / VRIN Analysis

Step 6 – Evaluating Alternatives & Recommendations

Step 7 – Basis for Recommendations

References :: Sink or Float: An Oliver Wyman and Duke Royalty Investment Opportunity case study solution