CHALLENGES UNCOVER OPPORTUNITIES

The COVID-19 pandemic wreaked havoc around the world, forcing many companies to reconsider their business strategies. The global economy is distressed. Oil prices are at their lowest levels in years. Geopolitical tensions and social polarization are at a lifetime high, while boundaries between industries are blurring and innovations incorporating digital culture are proliferating.

More than ever, Principal Investors need to adopt an agile mindset to overcome challenges, foreseen and unforeseen. By balancing strategy with tactics, Stra-tical ensures its clients capture latent opportunities.

Stra-tical Associates is a group of likeminded professionals with decades of executive management experience committed to help Principal Investors overcome the serious challenges of the times and create value.

Principal Investors are Private Equity firms, Investment Companies, Family Groups and Wealth Funds that own direct stakes in operating privately held businesses.

TRUSTED PARTNERS IN CHALLENGING TIMES

Value creation is the mission
 Stra-tical Associates is on a mission to help Principal Investors create value. We are devoted to providing our clients with practical advice and to work hand-in-hand with their management to implement the decisions they make.

Execution is the linchpin
Setting goals is important, articulating strategies for reaching these goals is critical, but execution is where the rubber meets the road. We think outside the box, but we revel in getting things done.

Hands-on experience is the differentiator
We are an indigenous team of business leaders with a reputation for professionalism and integrity. Our successful track record manifests across multiple disciplines and diverse industries at all stages of the economic cycle. Our strength emanates from our extensive hands-on executive management experience.

ENGAGING WITH PRINCIPAL INVESTORS AT TWO LEVELS

AT THE HOLDING ENTITY LEVEL

Ensure that their Engagement Model and Governance Structure represent a good fit for their Portfolio Purpose and Risk Appetite
Adopt Uniform Assessment Criteria, Value Creation Playbook and portfolio management IT Tools to rationalize the Holding Entity's activities
Create a Heatmap assessing each part of the Portfolio using various applicable criteria

Principal Investors should consider looking at their investments as a portfolio. We rely on state-of-the-art practices used by best-of-breed Principal Investors globally to assist our clients at the Holding Entity level to:

AT THE INVESTEE ENTITY LEVEL

TRANSCEND
Making improvements from a position of strength
TRANSFORM
Turning under-performing assets around
TRANSACT
Adjusting the asset mix of the portfolio

We deep dive into the Investee Entity level to plan and implement changes along one of the 3Ts tracks:

DIVERSE EXPERTISE AT THE SERVICE OF CLIENTS

STRATEGY
Selecting the most effective roadmap for achieving long-term goals requires strategic thinking.

MARKET POSITIONING
As economies develop, competition becomes more intense. Products, services and delivery channels need to evolve to stay relevant in a changing marketplace.

We consider ourselves members of our clients' teams. We do not sit on the sidelines and tell them what to do. We are professionals working closely with them in pursuit of the same goals in the various areas of importance to their business.

OPERATIONAL EFFECTIVENESS
Managing business at peak efficiency requires continuous process improvement and the use of the most effective technologies.

RISK MANAGEMENT
During periods of stress, risk management escalates the ladder of priorities. Ineffective liquidity management precipitated the demise of many a business.

TURNAROUND
Accepting a new reality, adopting a new direction, absorbing a new mindset and aligning stakeholders are some of the aspects of a complex system of elements that need to be managed.

MERGERS & ACQUISITIONS
When a decision is made to sell or acquire a business, various advisors may need to be engaged and supervised, including lawyers, auditors and investment bankers.

CONTENTIOUS MATTERS
It is important to ensure that management remains focused on operations while suitable litigation strategies are developed.

COMPLIANCE ISSUES
It is critical that allegations of non-compliance with regulations are quickly addressed to minimize reputational damage and protect the business and its stakeholders.

TALENT MANAGEMENT
To achieve its potential, every business needs an organization designed to serve its strategy and a devoted team to execute it.

Esteban has a track record extending over 25 years of successfully leading initiatives for growing and restructuring businesses in the telecom, media, banking and insurance industries among others. Whether as executive, entrepreneur or management consultant, Esteban played a leading role in creating value and bringing innovations to fruition at the organizations he served, including numerous multinational businesses, conglomerates, and governments. In particular, Esteban has shown the aptitude and dexterity required for implementing complex transformations and turnarounds achieving breakthrough results in different markets, including GCC and Europe. A Spanish national, Esteban has been based in the Middle East since 2009. He holds a BS in Economics from Universidad Autonoma de Madrid and participates in several Advisory and Fiduciary Boards.

Khaled has more than 35 years of experience building various businesses and advising business owners. He managed a manufacturer of electromechanical components for the automotive industry, oversaw a venture capital fund, led the corporate finance advisory team that pioneered access to the UAE's capital markets and built a leading Dubai-based private bank from the ground up. He contributed, in an advisory capacity, as a lawyer and a business professional, to the success of a variety of businesses in financial services, manufacturing, real estate development and construction. Khaled's clients benefit from his experience in creating and implementing solutions to overcome complex challenges and accelerate growth. Khaled holds a JD from the Columbus School of Law at Catholic University in Washington, DC and a BS from the University of Maryland in College Park. He is a member of the board of The Arab Gulf States Institute in Washington.

Stra-tical's partners are an indigenous team of business leaders with a reputation for professionalism and integrity. Our track record of success is manifested across multiple disciplines and diverse industries at all stages of the economic cycle. Our strength emanates from our extensive hands-on executive management experience.

We act as consultants, shareholder representatives or interim managers, as the situation necessitates.

The partners are supported by a broad network of seasoned professionals from across various industries and disciplines.

DECADES OF EXECUTIVE MANAGEMENT EXPERIENCE

KHALED SIFRI

ESTEBAN GOMEZ NADAL

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