农业咨询

概述

L.E.K.在发展多元化的农业方面积累了丰富的咨询服务经验。曾围绕战略、商业与运营问题，L.E.K.为美洲、欧洲、澳洲与亚洲的顶尖企业提供建议。数以百计的咨询项目使我们了解农业价值链上独特的市场动态与经济环境，知晓从业者们在业务发展过程中面临哪些关键问题与挑战。

与L.E.K.合作的农业行业从业者和投资者来自商品/特种粮作物、动物蛋白质以及水产价值链上的几乎所有版块，包括农业投入、设备与机械、大规模种植、加工/研磨/精制、物流与经销。凭借深厚的农业行业专长与增长战略开发能力，我们能够提供独特的深度解析，为客户创造效益。我们关注的核心领域包括：

• 增长战略制定
• 并购战略与交易支持
• 市场进入商业战略与执行
• 业务绩效改善
• 战略激活与执行

关键问题与挑战

• 基于在农业领域的专业知识，我们协助客户解决如下关键问题：
• 全球食物需求，尤其是蛋白质需求持续上升，如何顺应农业行业的发展趋势并把握其中商机
• 核心地区市场之外与邻近行业中存在哪些增长机会，包括有机增长与并购增长
• 如何开发并购战略与路线图，确定优先增长路径与发展目标
• 如何在现有与新市场中战胜竞争对手
• 如何更有效地整合所收购的企业，优化绩效并实现战略目标
• 如何培养更有效的商业能力，适应客户需求与偏好

成功案例

欲了解我们如何提供有影响意义的见解，请参考以下客户合作案例：

农业投入

• 为一家生物科技企业的作物学基因改良技术平台制定全球商业化战略，帮助该企业更快培养盈利能力

• 为一家农用化工企业制定战略，提升其除草剂与除真菌剂产品组合的盈利能力

• 为一家对肥料业务进行调整的客户提供服务，评估其肥料制造与经销活动以及未来的运营改进措施，以提升绩效

• 对一家在五个地区制造某种农作物收割机的企业开展尽职调查，帮助客户充分了解潜在市场增长前景以及目标企业的发展方案的可行性。

农业加工与物流

• 为一家“ABCD”农业企业进行详细的可行性研究，评估海外新兴市场中一处绿地油籽压榨厂的投资项目，提升该客户的投资信心
• 为一个谷物物流网络开发运营蓝图，包括选址合理性调查、网络效率改善机会识别以及潜在目标评估，为该客户的投资决策提供依据
• 协助一家全球领先的家禽公司制定整体增长战略并开发实用的激活方案，推进战略执行
• 为一家寻求增长机会的全球牛奶加工商评估潜在业务拓展方案，明确其优先安排与聚焦领域

食品与饲料成分

• 为一家国际食品配料制造商进行增长机会战略评估，帮助其实现战略宗旨与目标
• 对一家全球调味料及原料与宠物食品公司进行商业尽职评估，为潜在买方的投资战略提供依据
• 协助一家全球农商集团为其食品原料业务部开发以并购为主导的增长战略
• 分析全球麦芽行业结构与市场动态，并评估重要麦芽市场的增长与盈利前景，为客户的增长战略提供参考
• 为一家采用独特技术以糖炼油的合资企业制定商业计划并进行价值评估；L.E.K.对各个合作方的贡献进行估价，并确定初步协议架构

Key questions and challenges

Based on our expertise in the agribusiness space, we support our clients in addressing critical issues such as:

• How to best respond to global growth trends and opportunities in agribusiness as the global demand for food ― particularly proteins ― continues to rise

• Where to seek growth opportunities ― both organic and inorganic ― beyond core geographic markets and in adjacent sectors

• How to develop an M&A strategy and roadmap that prioritizes growth pathways and targets

• How to win in existing and new markets versus established competitors

• How to integrate acquired companies more effectively to optimize performance and attain strategic goals

• How to develop more effective commercial capabilities and align with customer needs and preferences

Examples of our work

One of the best ways to understand how we can deliver insights with meaningful impact to your business is through the results we generate for our clients. Some examples include:

Agricultural inputs

• Defined a biotechnology company’s global commercialization strategy for a genetic modification technology platform in crop science, enabling the company to achieve a faster path to profitability

• Developed a strategy for a leading agrichemical company and helped improve profitability across its portfolio of herbicides and fungicides

• Assessed the manufacturing and distribution operations of a client’s recently restructured fertilizer business and evaluated future operational improvement initiatives for the business to drive performance improvement

• Conducted commercial due diligence of a manufacturer of harvesters for a specific agricultural crop across five geographies, enabling the client to fully understand the underlying market growth outlook and likelihood of the target company achieving its plan

Agricultural processing & logistics

• Conducted a detailed feasibility study for an “ABCD” agribusiness operator evaluating an investment in a greenfield oilseed crush plant in an emerging overseas market, enabling the client to invest with greater confidence

• Developed an operational blueprint for a grain logistics network, including investigation of site rationalization, identification of network efficiency improvement opportunities and financial assessments of potential options, to help guide the client’s investment decision-making

• Assisted a global poultry leader in defining its overall growth strategy and developing a pragmatic activation plan for execution of the new strategy

• Assessed a suite of possible operations expansion options for a global milk processor seeking to exploit growth opportunities, providing a clear picture of priorities and key areas of focus

Food and feed ingredients

• Conducted a strategic review of growth opportunities for an international food ingredient manufacturer in order to help it achieve its strategic goals and objectives

• Conducted commercial due diligence of a global flavor and ingredient and pet food company on behalf of a potential buyer to better inform its investment strategy

• Assisted a global agribusiness conglomerate in developing an M&A-led growth strategy for one of its food ingredient business units

• Reviewed the global malt industry structure and market dynamics and assessed the outlook for growth and profitability across key global malt markets to guide a client’s growth strategy

• Developed a business plan and valuation for a joint venture formed to use unique technologies to produce oils from sugar; L.E.K. determined the value of each party’s contributions and the structure of the preliminary agreement