Executive Insights

Volume XVIII, Issue 42 | October 28, 2016 | By: Ashish Khanna

The fourth industrial revolution is upon us. Business models that were cornerstones of our economy over the past century — the taxi industry (vs. Uber), the TV industry (vs. OTT services like Netflix) — are already suddenly starting to look questionable within a very short period of time. In this Executive Insights, London partner Ashish Khanna discusses how companies should think about evaluating projects and products, and how equity investors can value companies in this new world of disruptive technologies.

Volume XVIII, Issue 34 | October 10, 2016 | By: Zafar Momin Growth in incomes and healthcare expenditures for selected SEA and Asian countries (2010-2020F) Growth in middle-class population in SEA Share value index of SEA healthcare sector and selected indices Financial ratios for selected hospitals Financial ratios for selected hospitals

Southeast Asia (SEA) is offers opportunities for private healthcare provider investments in light of increasing demand for private health services that are supported by strong growth fundamentals and the inherent gap in public healthcare infrastructure. This Executive Insights discusses the key challenges and investment outlook.

Volume XVIII, Issue 32 | October 6, 2016 | By: Marcelo do Ó Cancer incidence according to location and sex, 2014 Age and sex adjusted expected number of cases in Brazil Lymphoid Leukemia patients in Brazil, 2014 Patient identification challenges

Brazil represents one of the largest opportunities for oncology drugs where global sales exceed $100 billion. In this Executive Insights, we take an in-depth look at the opportunities for cancer care in Brazil and outline how pharmaceutical companies can improve treatment outcomes and increase revenues.

Volume XVIII, Issue 30 | August 9, 2016 | By: Peter Smith L.E.K.'s Seven Step Dynamic Performance Management Process Metrics that Reflect How the Business Really Works Economic Framework to Model Future Cash Flows Critical KPI Identification KPI Prioritization Matrix Data Capture Process and New Supporting Technologies

There are only a few KPIs which have a large influence on profitability – but defining and understanding how they interact with each other can be difficult. L.E.K. has developed a Dynamic Performance Management tool which can help businesses to address this problem and improve profitability by more than 30%.

Volume XVIII, Issue 13 | May 2, 2016 | By: Robert Rourke, Lucas Pain Return on Capital Employed

When a key competitor is acquired by a private equity interest, existing companies face a potentially serious challenge that requires an immediate response and an informed action plan. In this Executive Insights, L.E.K. details a number of key adjustments to strategic growth priorities available to incumbents to maintain a competitive advantage and respond to industry M&A developments.

Volume XVIII, Issue 12 | April 21, 2016 | By: Chris Kenney, Francois Mallette Customer Prioritization Go-to-Market Model Sales and Marketing Effectiveness

In this Executive Insights and the accompanying case studies, we take direct aim at refreshing your business’ revenue growth through Commercial Excellence — a series of steps that you can take to organize how you deliver the right value proposition to the right customers, and to support those efforts with excellent sales and marketing execution.

Investment Spotlight 3 | January 27, 2016 | By: Chris Kenney WTI Oil Breakeven Price by U.S. Basin (2013-15) Drilled but Uncompleted Well Inventory by U.S. Basin (2013-15)

While the dynamics affecting oil and gas pricing are not likely to change in the near term, and with continued downward price pressure exerted on this sector, L.E.K. has outlined a few large themes worthy of a look for those interested in investing in this space.

Volume XVII, Issue 34 | October 20, 2015 | By: Marcelo do Ó Growth in Providers’ Infrastructure and Human Resources Available to Non-public Payers Estimated Private Healthcare Infrastructure Demand Evaluation of 4 variables reveals a supply-and-demand balance Four Different Market Structures Carry Different Implications for the Definition of Strategy Market A and B Comparison Strategy Activation Successful business strategies require an integrated, consistent set of strategic and activation choices

Recent change in Brazil’s foreign investment law has opened the door for foreign investors to infuse capital into hospitals that primarily relied on local investors. However, hospitals and investors haven’t always been great at articulating their business strategies. In this Executive Insights, L.E.K. navigates the process for creating a sound business strategy for both parties, and advises that the best strategies start in local markets. 

Investment Spotlight 2 | September 10, 2015 | By: Thilo Henkes, Peter Walter, Carol Wingard Global Packaging Spend: Luxury vs. Non-Luxury Luxury Brands Are Driving the Demand for Premium Paper Packaging

L.E.K. Consulting’s Packaging practice monitors industry trends and identifies opportunities for private equity and corporate investors. The U.S. market has seen an increased demand for high-end paper and packaging products, resulting in a number of trends that will likely sustain growth and profitability in the near term. Learn more in our latest Executive Insights “Investment Spotlight.”

Investment Spotlight 1 | June 15, 2015 | By: Chris Kenney, Carol Wingard Most Executives See U.S. Manufacturing as Increasingly Attractive Manufacturers’ Investments in Automation Equipment

L.E.K. continually monitors industry trends and identifies attractive opportunities for private equity and corporate investors. Technology integrators and equipment suppliers (e.g., automation equipment, sub-assemblies, components and controls) directly benefit from advances in industrial automation. Learn more in "Spotlight on Industrial Automation," the first installment in our new Executive Insights' "Investment Spotlight" series.