„Our investment management approach does not provide us with the desired transparency on business performance and evolution.“

Client Family Holding CFO

„We have experienced problems to properly challenge management decisions, proposed strategy and budgets.“

Private Investor acknowledging that lack of industry experiences can be an issue for any investor

„My corporate investments have insufficient structures and lack balanced financing.“

Client Private Investor about the need for a professional evergreen holding concept

„I sold my own business and I want to reinvest in corporates but I lack the capabilities and resources to buy and develop such investments.“

Retired Entrepreneur aiming to re-invest part of his funds into corporate investments

„We want to expand our business by acquisition, but to identify adequate targets has been an issue so far.“

Company Owner about their limited global reach

„We have identified a suitable target but we lack relevant industry knowledge and experience to execute a professional acquisition process.“

Client CEO about a targeted horizontal business expansion

„I am uncertain about the potential synergies I should expect from this strategic acquisition.“

Client COO during target diligence process

„We are planning to sell a portfolio company but do not have the right person to execute it.“

Client Family Holding CEO

„I am planning to sell my company and would like to prepare the organization in order to achieve a high valuation and a smooth selling process.“

Entrepreneur to plan his retirement and transition

„After the closing we must start steering the acquired company immediately according to our strategic objectives, but the current governance structure does not empower our holding adequately.“

Client Holding-CFO after signing an acquisition

„Within our corporate holding we miss adequate control and power enforcement on our corporate investments.“

Family Holding Owner highlighting a major challenge to steer his business