Service Offering
Capital Strategy & Investment Planning
Disciplined capital allocation transforms enterprise strategy into measurable returns across CapEx, OpEx, and M&A. Catalant experts bring operating experience from Fortune 500 companies and leading consulting firms to:
APPROACH
An Integrated Framework for Disciplined Capital Allocation
01
Assess capital alignment
Evaluate the organization's strategic priorities alongside existing capital allocation patterns. Identify misalignments, inefficiencies, and reallocation opportunities across CapEx, OpEx, and M&A.
02
Calibrate hurdle rates and risk
Align cost-of-capital assumptions with current market, regulatory, and risk dynamics. Establish investment thresholds that ensure rigor and reflect the organization's true risk profile.
03
Rebalance portfolio allocation
Apply scenario analysis and portfolio analytics to rebalance investments toward high-value growth opportunities. Stress-test capital decisions against commodity, regulatory, and geopolitical risk exposures.
04
Deploy capital with governance
Develop detailed implementation plans that allocate resources strategically across prioritized initiatives. Establish decision-ready investment governance, escalation pathways, and board-level reporting cadences.
05
Integrate AI-enabled intelligence
Embed AI-driven workflow automation and analytics across sourcing, diligence, and portfolio planning. Accelerate investment decision velocity while maintaining human-in-the-loop governance and oversight.
06
Measure and optimize
Track financial and strategic outcomes against investment theses using performance dashboards and forward-looking indicators. Refine the capital allocation framework continuously as market dynamics and organizational priorities evolve.
WINNING TOGETHER
Capital Strategy & Investment Planning Use Cases
Problem
A global energy company faced declining ROIC as capital was spread too broadly across initiatives. The board lacked confidence in the connection between enterprise strategy and the investment pipeline, creating urgency for a more disciplined allocation approach.
Action
An integrated capital allocation framework was developed linking enterprise strategy, CapEx/OpEx planning, and M&A activity. Hurdle rates were calibrated to reflect decarbonization risks and evolving market conditions. Portfolio analytics were conducted to identify underperforming assets, and capital was rebalanced toward high-value growth opportunities.
Results
- $3B in capital reallocated to higher-value opportunities
- Improved portfolio transparency and investment decision quality
- Strengthened board and investor confidence, enabling accelerated capital deployment
Multi-Billion CapEx Governance
A large-scale cross-border natural gas corridor faced escalating CapEx, permitting delays, and fragmented governance across multiple jurisdictions. An integrated capital governance framework was designed and implemented, establishing decision-ready investment packs, escalation protocols, and a cadence of portfolio reviews with early warning indicators. As a result, the project secured multi-billion-dollar financing, achieved timely regulatory approvals, and advanced on schedule despite significant geopolitical complexity.
Asset-Light Growth Strategy
A flexible workplace company relied on a capital-intensive leased real estate model that limited its ability to scale globally. A Catalant consultant repositioned the company as an asset-light operator by applying management agreement frameworks drawn from the hospitality industry, shifting above-property costs into reimbursable structures and proving the model through an initial international location. The company achieved the highest new-location pipeline in its history while significantly reducing financial exposure.
PE Firm Investment Velocity
A $22B AUM private equity firm struggled with fragmented diligence workflows and manual investment processes that slowed capital deployment decisions. Catalant consultants assessed AI readiness and implemented structured workflow automation across sourcing, diligence, and portfolio planning, paired with a governance framework to ensure human oversight. The engagement delivered a 75% improvement in investment material delivery speed and a 15% gain in project margins.
featured experts
Capital Strategy & Investment Planning Consultants
Seymour K.
Ex-BP VP Strategy & Performance specializing in capital allocation, portfolio governance, and JV investment planning
Rafi M.
Ex-PwC and CEO specializing in capital allocation, deal pipelines, and AI-enabled investment transformation
Camilla J.
Ex-Marriott, CFO, and strategic advisor in hospitality and real estate capital strategy
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