Growth Advisory – Client Case Studies

Global Financial Services Company with $10 billion USD market cap

Client Challenge:


After a successful acquisition in a large African country, the subsidiary of a diversified financial services group finds itself in a trilemma. Despite being one of the Top 3 in profitability and market share in its segment, rapid market changes including the incursion of FinTechs required this company to rethink its growth strategy for its existing markets while designing a new playbook for newer market segments. The CEO of this highly profitable required an objective firm of strategists and trusted advisors to help work with the C-level team and divisional heads to shape the future.



Leveraging our unique database of industry competitive performance indices, we ran a simulation of the emerging industry and revealed their most formidable threats. Over a 3-day senior management retreat, we ran a triple-track business retreat, ideation session, and innovation workshop to define a customised growth plan complete with co-opetition partners and new alliances. Based on the visible success of this innovative growth plan, Principa was invited six months after to assist another wholly-owned subsidiary rethink its approach to growth opportunities in a volatile economy.