Finance and Capital Allocation:

Making money work

Research suggests that growth is overwhelmingly determined by the markets in which companies choose to compete. This is why identifying the right trends and making the big moves to capitalize on them is critical to success. Yet most companies passively manage their portfolios, yearly budget cycles do little to change the status quo and new opportunities always play second fiddle to the existing portfolio of businesses. Typically, companies are slow to move resources between businesses. Every year they stick to the same processes for strategy development, capital planning, talent management, and budgeting, and every year the outcome is only marginally different from that of the year before, and the year before that. They do the same thing over and over again but expect different results.

By contrast, highly successful companies are consistent and dynamic resource reallocators. These companies continually grow by investing in high potential existing businesses, developing or acquiring new businesses, and exiting unprofitable ones. They are more resilient in the face of increasing change, more likely to take unbiased decisions, and create more value, particularly in turbulent economic times.

We help clients design more effective strategic-planning and budgeting processes so that they can overcome the inertia that stalls growth and prevents active reallocation of resources. We help executives shake up the status quo and overcome the processes and behavioral barriers that stand in the way of dynamic portfolio renewal.

 

What we do

Portfolio analytics

We partner with clients to analyse their existing investments along with the current and historical returns they have achieved. We evaluate the accuracy of organisational investment cases and the potential for systemic biases.

Resource allocation diagnostic

We assesses your allocation history and the key barriers to shift resources (including capital expenditures, marketing spend, operational expenditures, talent etc) to higher potential opportunities.

Optimal portfolio definition

We help clients improve performance by designing portfolios — supported by resource reallocation, integrated business-unit strategies, and planning processes — that position them for success.

Create better allocation processes

We support clients to define better allocations processes based on clear stage gating and investment criteria. This includes subjecting existing investments to similar criteria as new opportunities

Sweating the assets

You can build a portfolio that delivers more with less risk

Luke Morris
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The Barcley team are highly effective and intelligent, and we plan to continue utilising their services far into the future.
Vanessa Griffiths
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Barcley consulting not only deliver exceptional results, but also to educate and empower their clients along the way. We gained invaluable knowledge and skills, and I feel more confident moving forward with similar projects
Clare Leys
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Barcley went above and beyond, delivering insights that helped us re-develop a key Tourism Plan for the City. Highly recommend.
Keven Lo
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When you just need to get a strategic project completed in a pragmatic, timely manner these are the guys to do it. Looking forward to more dealings with the Barcley team.
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