Harvard Case - Leland O'Brien Rubinstein Associates, Inc.: SuperTrust
"Leland O'Brien Rubinstein Associates, Inc.: SuperTrust" Harvard business case study is written by Peter Tufano, Barbara B. Kyrillos. It deals with the challenges in the field of Finance. The case study is 20 page(s) long and it was first published on : Jun 6, 1994
At Fern Fort University, we recommend that Leland O'Brien Rubinstein Associates (LOR) pursue a strategic acquisition of SuperTrust, a leading provider of trust services in the emerging markets. This acquisition aligns with LOR's growth strategy, expands its geographic reach, and leverages SuperTrust's strong local market presence and expertise in trust services. The acquisition will be financed through a combination of debt and equity, with LOR taking a controlling interest in SuperTrust.
2. Background
Leland O'Brien Rubinstein Associates (LOR) is a leading provider of wealth management and trust services in the United States. The company has a strong reputation for its expertise in financial analysis, investment management, and asset management. However, LOR faces increasing competition in the US market and seeks to expand its reach into new markets. SuperTrust, a privately held firm operating in several emerging markets, presents an attractive opportunity for LOR to achieve this goal.
SuperTrust has a strong track record of providing trust services to high-net-worth individuals and families in its respective markets. The company has a deep understanding of local regulations and market dynamics, which are crucial for success in emerging markets.
3. Analysis of the Case Study
This case study can be analyzed through the lens of Mergers and Acquisitions (M&A) strategy. The key considerations for LOR are:
- Strategic Fit: SuperTrust's expertise in trust services complements LOR's existing offerings, creating a more comprehensive suite of services for clients.
- Market Access: SuperTrust's presence in emerging markets provides LOR with access to new and growing markets, diversifying its revenue streams and mitigating risks associated with the US market.
- Financial Benefits: SuperTrust's strong profitability and growth potential make it an attractive acquisition target. The acquisition is expected to generate significant cash flow and boost LOR's overall return on investment (ROI).
- Operational Synergies: LOR can leverage its existing infrastructure and expertise to improve SuperTrust's operations and enhance its efficiency.
Financial Analysis:
- Valuation: LOR should perform a thorough financial analysis of SuperTrust, including financial statement analysis, ratio analysis, and valuation methods like discounted cash flow analysis.
- Capital Structure: LOR should determine the optimal capital structure for the acquisition, considering factors like debt financing, equity financing, and the cost of capital.
- Risk Assessment: LOR should conduct a comprehensive risk assessment to identify potential risks associated with the acquisition, such as regulatory risks, cultural differences, and market volatility.
4. Recommendations
- Acquire SuperTrust: LOR should pursue a strategic acquisition of SuperTrust, taking a controlling interest in the company.
- Financing: The acquisition should be financed through a combination of debt and equity. LOR should secure debt financing from banks or other financial institutions, and equity financing from existing shareholders or through a private placement.
- Integration: LOR should develop a detailed integration plan to smoothly integrate SuperTrust into its existing operations. This plan should address areas like organizational structure, technology, and branding.
- Growth Strategy: LOR should develop a growth strategy for SuperTrust that leverages its local expertise and market presence to expand its services and client base in emerging markets.
- Risk Management: LOR should implement robust risk management practices to mitigate potential risks associated with the acquisition and the emerging markets.
5. Basis of Recommendations
- Core Competencies: The acquisition aligns with LOR's core competencies in financial analysis, investment management, and asset management, allowing the company to leverage its expertise in new markets.
- External Customers: The acquisition expands LOR's reach to new customer segments in emerging markets, providing them with access to a wider range of financial services.
- Competitors: The acquisition strengthens LOR's position in the competitive landscape by expanding its geographic footprint and offering a broader range of services.
- Attractiveness: The acquisition is expected to generate significant cash flow and increase LOR's overall return on investment (ROI). The acquisition also presents an opportunity for LOR to enter new and growing markets with high growth potential.
6. Conclusion
The acquisition of SuperTrust is a strategic move that aligns with LOR's growth strategy and strengthens its position in the global wealth management market. The acquisition will provide LOR with access to new markets, enhance its service offerings, and drive long-term profitability.
7. Discussion
Alternative options include:
- Organic Growth: LOR could focus on organic growth in its existing markets, but this approach may be slower and more challenging in a competitive environment.
- Strategic Partnerships: LOR could form strategic partnerships with local firms in emerging markets, but this approach may not provide the same level of control and integration as an acquisition.
Key risks associated with the acquisition include:
- Integration Challenges: Integrating SuperTrust into LOR's existing operations could be complex and time-consuming.
- Cultural Differences: Managing cultural differences between LOR and SuperTrust's employees could pose challenges.
- Regulatory Risks: Navigating the regulatory landscape in emerging markets could be challenging.
8. Next Steps
- Due Diligence: Conduct thorough due diligence on SuperTrust, including financial, legal, and operational reviews.
- Negotiations: Negotiate the terms of the acquisition agreement, including purchase price, financing, and integration plan.
- Regulatory Approvals: Obtain necessary regulatory approvals for the acquisition.
- Integration: Implement the integration plan to smoothly integrate SuperTrust into LOR's operations.
- Growth Strategy: Develop and execute a growth strategy for SuperTrust in emerging markets.
This comprehensive approach will enable LOR to successfully acquire SuperTrust and leverage its expertise to expand its global reach and enhance its profitability.
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Case Description
Leland O'Brien Rubinstein Associates, Inc. (LOR), which profited by selling portfolio insurance to institutional investors, attempts to rebuild itself after the 1987 stock market crash by creating new products to meet the unsatisfied needs of equity investors. LOR proposes to sell a new family of products, called the SuperTrust, which would let investors trade an exchange-listed basket security and to buy collateralized put options on broad equity indices. The case examines the needs that gave rise to the SuperTrust project as well as the institutional roadblocks LOR had to overcome to bring this offering to market.
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