Delivering Results
Driven by Excellence
About Us
An independent opinion
A unique positioning in Strategic Advisory services, which has evolved to an end-to-end perspective, from analysis and promotion and new investments support
CLUSTER ADVISORY is an independent strategic advisory company, dedicated to assist in conquering the challenges that the top management of companies face. With a team that combines over 50 years of experience, excelling in various areas of expertise, providing a comprehensive set of end-to-end services – from analysis to promotion and support of new initiatives, with a larger focus on the lusophone markets.
“It’s not the mountain we conquer but ourselves.”
Services
Transforming challenges into results
In order to support our customers in achieving excellence, we have developed a set of Offerings in accordance with best practices and based on our deep knowledge and experience.
Advisory
Strategy
Top management Advisory Services focused on strategic formulation, P&L strengthening and profitability improvement
Strategic planning and business model conceptualization
Market research: sizing evaluation, possible profitability and current competitors
Innovative strategies and portfolio expansion, customer segmentation and/or geographic diversification
Analysis of economic and financial attractiveness
Design of operational and governance models: organizational structure, KPIs and macroprocesses
Support in management control and Interim Management.
Transactions M&A and Corporate Finance
Advising on companies and assets acquisition or divesture cycle, in the context of strategic alliances with investment and private equity funds
Target identification based on rationale and strategic fit assessment for organizations
Promotion of investment opportunities
Valuation of companies and participations
Coordination and/or execution of due diligence processes
Support to transactional negotiation and contractual process
Independent Business Reviews elaboration
Financial structuring and capital raising support
“Coming together is a beginning, staying together is progress, and working together is success.”
DIFFERENTIATORS
Flexible approach
Our clients intend on having access to flexible methodologies and knowledge that the biggest organizations use in their processes.
Competitive Value Proposition
Based on the best international methodologies, but adjusted to the realities of the local markets
A combination of rigour and pragmatism in solutions and recommendations
Team Experience
High seniority, with an average of more than 10 years’ experience per consultant
Professional background in leading international consulting companies, combined with profound industry knowledge
Vast international experience, with access to relevant networking in the main lusophone countries and understanding of local culture
AREAS OF EXPERTISE
Expertise and pragmatic proximity
We present you a selection of successful concluded projects in Portugal, Angola and Mozambique. We have supported organizations in different industries to reflect upon strategic themes and pragmatic action plans to improve and transform the company performance.
Credentials
Finance
Digital Banking
Strategic plan and the expansion of the branch network
M&A support and business plan
Energy
Oil Downstream
Strategic review and study of market entry into a new business segment
Operational and financial diagnostic
Waste Management
Investment case for the competitor acquisition
Health
Healthcare Units
Business model and feasibility study
Pharma
Medicine R&D financing mechanisms
Industry
FMCG
Strategic plan, business plan review, capital funding and work-shadowing
Car/Automobile
Business plan for potential acquisition and integration of repair shop franchise
Mining Industry
International expansion plan
Private Promoter
Due diligence and business plan for Aquatic Fun Park
Real Estate
Technical construction support services
Diagnosis and optimization of cash flow
Real Estate
Master plan, technical and economic feasibility study of logistics and industrial park
Institutions
Education
“Competence Centre” conceptualization and business case to attract investors
Tourism
Regional plan for tourism promotion and attraction of foreign investment
Private Foundation
Strategic planning and modelling of intragroup relationship
Private Investor
Customer loyalty card program teaser to present to partners and investors
Tecnology
E-mobility platform (Ride Hailing)
Massification and adoption plan for an e-mobility platform
Case Studies
Here are some examples of projects that we have successfully completed in Portugal, Angola and Mozambique, supporting organizations from different industries to reflect on strategic themes and on the pragmatic planning of improvement and transformation actions.
AI trends and use cases for financial services
A cross-sectional view indicates that many organizations have already taken the first steps in adopting AI, although it is still a small part of the global investment in digital capabilities.
In this document we present the extent to which financial services can leverage the potential of AI to improve the customer lifecycle, product definition and optimization of operations and other back-office services.
Management challenges in the angolan banking sector
Angola currently faces significant macroeconomic challenges that place extra pressure on its economic performance and solvency of the financial institutions.
Such challenges are creating consolidation efforts in the banking sector that requires commercial banks to adopt new strategies and redesign their configuration of products and services.
A new paradigm leveraged by renewable energy
The fight against climate change and economic reasons have sparked a revolution in the global energy market, with exponential growth in renewable energy adoption.
We believe that the only way to change the current paradigm within Portugal’s energy sector is through transversal and concerted societal actions.