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Managers Require Insight into the True Performance and Potential of Portfolio Companies and other Investments.

Companies and Agencies are often complex entities supporting multiple products or services serving several end customer segments. Stokes Evans is experienced looking beyond budgets, financial statements, and project schedules to assess and monitor the performance of candidate or completed investments. We leverage tools from all of our service offerings to develop an Executive Value Dashboard and future scenario based range of outcomes or valuations. Data from these analyses may be used to assess a single investment or group of investments against business strategy and return requirements. Time boxed Strategy Road Maps help to determine future risks, decision points, and other inflections in the context of the investment and overall enterprise strategy.


Investment Analysis.

Stokes Evans works with investors, appropriator, and business managers to look beneath the surface to determine the performance of investments against expectations and the market. We apply our operating and customer facing experience to identify specific performance drivers and develop value enhancing strategies.


The typical investor is interested to know whether the investments made by an entity are producing promised returns within the risk and operating parameters agreed. The investor may also want to understand the potential value of an investment under different strategic assumptions. Stokes Evans can provide unbiased analyses of current valuation, growth strategy and potential, operational effectiveness, customer intimacy and value delivery, and management capability. We deploy the same techniques and rigor to analye a portfolio company as we do when working with a client company.


Portfolio Management.

We are experienced working with portfolios where multiple variables and interactions affect total valuation. We model scenarios based on market projections across the entire portfolio or possible future portfolios. Investments in private companies or indivodual projects are not pure financial plays like a publicly traded stocks or other instruments. Specific market, economic, or technology conditions may affect a portfolio of closely held companies more significantly than a portfolio of financial investments. Stokes Evans helps identify co-dependecies in a portfolio and develop both mitigation and leverage strategies to achieve desired performance within risk tolerances and covenants.


Portfolio Structure & Management.

Portfolio Managers must have a clear investment strategy to expedite the location, assessment, Valuation, and Due Diligence activities necessary to complete successful transactions. Stokes Evans works with portfolio managers to develop the strategy, processes, and controls necessary to manage a successful portfolio of ny type - investment, project, technology or process. We apply our operation company and major program management experience to help portfolios run like true businesses - with process rigor and performance controls. Whether the issues revolove around investment strategy, processes, or gaining alignment across partners, Stokes Evans can help.




Stokes Evans Services

Our Services Revolve Around Creating Customer and Company Value.
We find that many organizations have become inwardly focused and distant from their customers and customer needs over time. A clear understanding of customers and their changing expectations is the foundation for making good business decisions to drive revenues, margins, market share, relevance, and growth options.

Our proven methods help to pull all elements of value and growth together into a holistic solution. Our Executive Support, Sustainable Improvement, and Business Intelligence services all provide specialized surge capacity to fill out short-term requirements during a transition or transaction.


Browse our Services:

Value Acceleration

All organization have unrealized performance potential hidden by inefficient processes, unclear strategy, and unnecessary complexity. We help identify and unlock value quickly while creating a sustainable enterprise. Our Value Acceleration services include:

  • - Enterprise Process Mgmt
  • - Value Proposition & Brand
  • - Blue Ocean Strategy
  • - Executive Value Dashboard
  • - New Ventures & Start Ups
Growth Strategy

An effective plan based on real customer value insight is the best foundation for sustainable growth. Stokes Evans helps clients identify, assess, and prioritize opportunities to deliver more customer value. Our Growth Strategy services include:

  • - Customer Value Alignment
  • - Strategic Road Mapping
  • - Globalization
  • - Acquisition Strategy & Integration
Executive Support

Stokes Evans provides hands on support to executives dealing with tough issues they typically face alone. We also help fill gaps on the executive team during times of transition. Our Executive Support services include:

  • - Executive Alignment
  • - High Consequence Desicions
  • - CEO / CIO Advisory
  • - Interim Management
Performance Breakthroughs

Incremental improvements and reactive adjustments in strategy are often just not enough to remain competitive or relevant. Bold moves into new areas and fundamental changes to processes and business model are often required. Stokes Evans helps identify and asses new, higher valued market positions - opening up expanded opportunities for both growth and differntiation. We also help develop strategies to free up scarce resources and pursue these opportunities. We help change the behaviors that drive great results with thoughtful implementation and sustainment support.

Our Performance Breakthrough services include:

  • - Blue Ocean Strategy
  • - LEAN Six Sigma
  • - Enterprise Process Mgmt
  • - Transformational Change
Market Intelligence

Good decisions require access to the best information. Stokes Evans invests the time and energy necessary to make certain we are asking the right questions and looking in the right places for answers to develop useful insights. Our Market Intelligence services include:

  • Voice of the Customer
  • Market Assessment & Entry
  • Competitive Intelligence
  • Technology Road Mapping
Organizational Optimization

The performance of every organization is dependent upon the results driven by the behavior of its employees, partners, customers, and executives. Stokes Evans identifies and implements organizational, skill and competency, reward system, and measures necessary to create and sustain positive change.

Our Sustainable Change services include:

  • Change Leadership
  • People & Culture
  • Process Innovation
  • Metrics
  • Systems & Incentives
  • Continuous Improvement


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